Key facts
- Notable investors include iM Global Partner.
- Status: Privately Held (backing).
Leadership
- Richard BernsteinFounder, Chief Executive Officer & Chief Investment Officer
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Richard Bernstein Advisors
- ·The full record, as it builds
Funding rounds
No funding rounds for Richard Bernstein Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Richard Bernstein Advisors
Operator of an investment management company focused on long-only, global equity and asset allocation. The company uses macroeconomic indicators to make investment decisions and provides investment solutions such as asset management and advisory services for investors, thereby providing clients with tailored asset allocation and a macro, research-driven approach.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 29
- Website
- rbadvisors.com/
- Ownership
- Privately Held (backing)
Richard Bernstein Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Richard Bernstein Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Richard Bernstein Advisors in its N-PORT filings yet. We sweep new filings monthly.