Sanford C. Bernstein & Co., LLC (New York)

Sanford C. Bernstein & Co. provides portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sanford C. Bernstein & Co.: assets under management

The assets under management (AUM) of Sanford C. Bernstein & Co., LLC is $9.12 billion. The firm's AUM has gone down by -12% since the beginning of its operation, and $8.86 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $9.08 billion in discretionary accounts and $38.71 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $232.85 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $38.71 million.

Investments

The firm invests in sovereign bonds the most. They account for 44% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 27% of the firm’s portfolio. Investments in exchange traded securities form 15% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sanford C. Bernstein & Co., LLC for their services and products based on a percentage of assets under management, subscription fees, fixed fees, commissions, and performance-based fees. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients John Donato Carifa serves?

The firm provides services to insurance companies, charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of John Donato Carifa is other investment advisers with 0 clients and $3.59 billion of assets under management. Among the 10 most similar advisory firms, Sanford C. Bernstein & Co. has the highest percentage of other investment advisers out of all clients.

The amount of regulatory assets under management is $9.12 billion for 26 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 55% of the firm’s clients are foreign persons or businesses.

Sanford C. Bernstein & Co. doesn't advise any private funds.

Careers at Sanford C. Bernstein & Co., LLC

John Donato Carifa has been acting as President since 1 Oct 2000. David S Barnard joined the executive team most recently as the Svp/Head Of Bernstein Global Wealth Mgmt.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 12 indirect owners.

Based in New York

The principal office where Sanford C. Bernstein & Co., LLC performs its advisory services is located at 1345 Avenue Of The Americas, New York, NY 10105, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-969-1000 or by fax 212-969-2293. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at abglobal.com.

Registered investment advisers similar to Sanford C. Bernstein & Co., LLC

• Varagon Capital Partners
• Sycamore Partners Management
• First Reserve Management
• Liberty Wanger Asset Management
• Reams Asset Management
• Sustainable Growth Advisers
• Midocean Credit Fund Management
• Impresa Management
• Lansdowne Partners Austria Gmbh
• Cbre Caledon Capital Management
• Abrams Capital Management
• Pramerica Asset Management
• Chartwell Investment Partners
• Tsg Consumer Partners
• Sanderson Asset Management Limited