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August 30, 2015 12:43 PM ET

Capital Markets

Company Overview of Richard Bernstein Capital Management, LLC

Company Overview

Richard Bernstein Advisors LLC is an employee owned investment manager. The firm primarily provides its services to investment companies and broker-dealers. It manages separate client-focused equity and balanced portfolios. The firm also manages equity and multi-asset funds for its clients. It invests in the public equity, fixed income, commodity, and alternative investment markets across the globe. The firm invests in growth and value stocks of companies to create its equity portfolios. It benchmarks the performance of its equity portfolios against the S&P 500 Index. The firm benchmarks the performance of 60% of its balanced portfolio against the ACWI and 40% against the Barclays Capital U....

520 Madison Avenue

Floor 28

New York, NY 10022

United States

Founded in 2009



Key Executives for Richard Bernstein Capital Management, LLC

Chief Executive Officer, Portfolio Manager, and Chief Investment Officer
Co-President and Director of Sales and Marketing
Age: 55
Chief Financial Officer
Director of Investments and Portfolio Manager
Director of Research
Compensation as of Fiscal Year 2015.

Richard Bernstein Capital Management, LLC Key Developments

Redwood Asset Management Inc. Selects Richard Bernstein Advisors LLC for Global Equity Mandate

Redwood Asset Management Inc. announced the launch of the Redwood Global Equity Strategy Class and the appointment of Richard Bernstein Advisors LLC (RBA) as sub-advisor.

Richard Bernstein Capital Management, LLC Presents at Tiburon CEO Summit XXVI, Apr-08-2014

Richard Bernstein Capital Management, LLC Presents at Tiburon CEO Summit XXVI, Apr-08-2014 . Venue: Ritz-Carlton Hotel, New York, New York, United States. Speakers: Rich Bernstein, CEO.

Richard Bernstein Advisors LLC Appoints Suzanne Crosby as Director of Institutional Accounts

Richard Bernstein Advisors LLC announced that Suzanne Crosby, Ph.D., has joined as the Director of Institutional Accounts, based in the New York, NY office. Sue Crosby was a Partner at Mercer Investment Consulting where she focused on growing the traditional advisory and outsourced CIO businesses within the non-profit client channel. Sue will report directly to John McCombe, President of RBA.

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