BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
Adviser information for BERNHARD CAPITAL PARTNERS MANAGEMENT, LP last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 38 |
|---|---|
| Investment Advisory/Research | 22 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 10 | $4.0B |
| Non-Discretionary | 0 | $0 |
| Total | 10 | $4.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 10 | $4.0B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-80105 |
|---|---|
| SEC ERA File Number | 801-80105 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 168155 |
| Legal Entity Identifier | None |
Principal Office
400 CONVENTION STREETSUITE 1010
BATON ROUGE
LA
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: (225) 228-2500, Fax: (225) 454-6957
Chief Compliance Officer
TIMOTHY J. POCHE
CHIEF OPERATING OFFICER
400 CONVENTION STREET
SUITE 1010
BATON ROUGE
LA
United States
Tel:
(225) 228-2500
Fax:
(225) 454-6957
T**@******************M
(Full email address available in API data)
Regulatory Contact
LUCIE R. KANTROW
GENERAL COUNSEL
400 CONVENTION STREET
SUITE 1010
BATON ROUGE
LA
United States
Tel:
(225) 228-2500
Fax:
(225) 454-6957
L****@******************M
(Full email address available in API data)
Industry Affiliates
| BCP ENERGY SERVICES FUND GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| BCP ENERGY SERVICES FUND UGP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BCP FUND GP II, LP | Sponsor, GP, manager of pooled investment vehicles |
| BCP FUND III GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| BCP FUND UGP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BCP INFRASTRUCTURE FUND GP, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BCP ENERGY SERVICES EXECUTIVE FUND, LP | Private Equity Fund | $9.1M | $0.0M | 14 |
| BCP ENERGY SERVICES FUND-A, LP | Private Equity Fund | $311.7M | $25.0M | 23 |
| BCP ENERGY SERVICES FUND, LP | Private Equity Fund | $342.2M | $25.0M | 19 |
| BCP FUND II-A, LP | Private Equity Fund | $670.1M | $25.0M | 32 |
| BCP FUND II, LP | Private Equity Fund | $1,042.1M | $25.0M | 44 |
| BCP FUND III-A, LP | Private Equity Fund | $503.5M | $20.0M | 10 |
| BCP FUND III, LP | Private Equity Fund | $516.9M | $20.0M | 19 |
| BCP INFRASTRUCTURE FUND-A, LP | Private Equity Fund | $432.7M | $10.0M | 13 |
| BCP INFRASTRUCTURE FUND, LP | Private Equity Fund | $111.5M | $10.0M | 4 |
| RAILWORKS SPV AGGREGATOR, LP | Private Equity Fund | $498.0M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| POCHE, TIMOTHY, JAMES | Individual | – | CFO / CHIEF COMPLIANCE OFFICER / COO / LIMITED PARTNER | 05/2013 | < 5% |
| JENKINS, JEFFREY, SCOTT | Individual | – | LIMITED PARTNER | 03/2013 | 25-50% |
| BERNHARD, JAMES, MICHELL | Individual | – | LIMITED PARTNER | 03/2013 | 25-50% |
| BERNHARD MANAGER HOLDINGS L.P. | Domestic Entity | – | LIMITED PARTNER | 12/2021 | 50-75% |
| BERNHARD, JAMES, MICHELL | Individual | BERNHARD MANAGER HOLDINGS L.P. | LIMITED PARTNER | 03/2013 | 50-75% |
| KANTROW, LUCIE, RANDOLPH | Individual | – | GENERAL COUNSEL | 09/2018 | < 5% |
| BERNHARD CAPITAL HOLDINGS GP, LLC | Domestic Entity | BERNHARD MANAGER HOLDINGS L.P. | GENERAL PARTNER | 12/2021 | |
| BERNHARD CAPITAL PARTNERS MANAGEMENT, LLC | Domestic Entity | – | GENERAL PARTNER | 03/2013 | < 5% |
| BERNHARD, JAMES, MICHELL | Individual | BERNHARD CAPITAL PARTNERS MANAGEMENT, LLC | MANAGING MEMBER | 03/2013 | 50-75% |
| JENKINS, JEFFREY, SCOTT | Individual | BERNHARD CAPITAL PARTNERS MANAGEMENT, LLC | MEMBER | 03/2013 | 25-50% |
| BERNHARD, JAMES, MICHELL | Individual | BERNHARD CAPITAL HOLDINGS GP, LLC | MANAGING MEMBER | 12/2021 | 50-75% |
| KOONCE, JEFFREY, WOOD | Individual | – | LIMITED PARTNER | 01/2022 | < 5% |
| SPENDER, MARK, DAVID | Individual | – | LIMITED PARTNER | 01/2022 | < 5% |