Data / Investment advisers / Louisiana / Bernhard Capital Partners Management, LP
Bernhard Capital Partners Management, LP, Baton Rouge, LA: $6.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bernhard Capital Partners Management, LP is an SEC registered investment adviser with its main office in Baton Rouge, Louisiana and reports $6.6 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 23 private funds.
The request: Watch Bernhard Capital Partners Management, LP (CRD number 168155): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 168155
- SEC file number
- 801-80105
- SEC status
- Approved, effective July 23, 2014
- Main office
- 400 Convention Street Suite 1010, Baton Rouge, LA 70802
- Phone
- (225) 228-2500
- Website
- bernhardcapital.com
- Regulatory AUM
- $6,578,702,870 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $6,578,702,870
- Accounts
- 23
- Employees
- 42, of which 32 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 23: 23 private equity funds
- Gross assets of private funds
- $7,193,038,120
- Other offices
- 2
- Umbrella registration
- 2 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 23 | $6.58 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $6.58 billion | March 30, 2026 |
| December 1, 2025 | $4.85 billion | March 31, 2025 |
Other advisers in Baton Rouge
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Abel Hall, LLC | Baton Rouge | $819.1 million | Not listed | adviserinfo.sec.gov |
| Evans Investment Advisors, L.L.C. | Baton Rouge | $390.7 million | Not listed | adviserinfo.sec.gov |
| Hibernia Wealth Partners, LLC | Baton Rouge | $372.5 million | Not listed | adviserinfo.sec.gov |
| Asempa Wealth Advisors | Baton Rouge | $246 million | Not listed | adviserinfo.sec.gov |
| Brian Low Financial Group, LLC | Baton Rouge | $239.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Baton Rouge, LA
- Investment advisers in Louisiana
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Bernhard Capital Partners Management, LP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.