Bernhard Capital Partners Management, LP (Baton Rouge)

Name: Bernhard Capital Partners Management, LP
Address: 400 Convention Street, Baton Rouge, LA, 70802 5628
Telephone: (225) 228-2500

Bernhard Capital Partners Management, LP is a large advisory firm based in Baton Rouge. It manages $2.36 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Louisiana.

Bernhard Capital Partners Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bernhard Capital Partners Management: assets under management

The assets under management (AUM) of Bernhard Capital Partners Management, LP is $2.36 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1881% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.36 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $471.45 million each.

Bernhard Capital Partners Management has custody of $2.36 billion in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bernhard Capital Partners Management, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bernhard Capital Partners Management serves?

The only and largest group of clients of Bernhard Capital Partners Management is pooled investment vehicles with 5 clients and $2.36 billion of assets under management. Among the 12 most similar advisory firms, Bernhard Capital Partners Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.36 billion for 5 clients. None of the firm’s clients are foreign persons or businesses.

Bernhard Capital Partners Management also advises several private funds. Namely, five private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $25,000,000.

Careers at Bernhard Capital Partners Management, LP

The company employs 19 people that are either part- or full-time employees. 84 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffery Scott Jenkins	Limited partner	1 Mar 2013	25% - 50%	6207774
James Michell Bernhard	Limited partner	1 Mar 2013	50% - 75%	6207768
Llc Bernhard Capital Partners	General partner	1 Mar 2013	Other	46-2289215
Timothy James Poche	Cfo / chief compliance officer	1 Mar 2013	Other	6207760
George Paul Bevan	Limited partner	1 Mar 2013	Other	6207786
Timothy James Poche	Cfo / chief compliance officer	1 May 2013	Other	6207760
Henry David De Laureal	Managing director	1 Jul 2013	Other	4884893
Jeffrey W. Koonce	General counsel	1 Feb 2015	Other	6465192
George Paul Bevan	Limited partner	1 Jan 2016	Other	6772441
Henry David De Laureal	Limited partner	1 Jan 2016	Other	4884893

Based in Baton Rouge

The principal office where Bernhard Capital Partners Management, LP performs its advisory services is located at 400 Convention Street, Baton Rouge, LA 70802 5628, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (225) 228-2500 or by fax (225) 454-6957. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at bernhardcapital.com.