Jeffrey Koonce is a control person of Bernhard Capital Partners Management and directly owns under 5% of it. Jeffrey Koonce holds a BS in Accounting from Louisiana State University, a JD from Louisiana State University Paul M. Hebert Law Center and an LLM in Taxation from Boston University School of Law.
Bernhard Capital Partners Management is an investment adviser based in Baton Rouge, LA, registered with the SEC since 2014. It provides investment management. Its clients include pooled investment vehicles. Its regulatory assets under management total $6.58 billion, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.
Jeffrey Koonce is Partner & Chief Compliance Officer of Bernhard Capital Partners. He serves as a member of the Investment Committees and the Executive Committee and is involved in all areas of the firm's investment activities. Prior to his current role, he served as a Managing Director and as General Counsel at BCP. Before joining BCP, he was a partner at Phelps Dunbar, LLP, where he focused on federal and state taxation, business formations and business transactions.
Professional designations
Listed by Bernhard Capital Partners Management
- Certified public accountant (inactive)
- CRD
- 6465192
- Firm
- Bernhard Capital Partners Management · CRD 168155
- Role
- Partner and CCO
- In role since
- January 2022 · 4 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Baton Rouge, LA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bernhardcapital.com
Where does Jeffrey Koonce work?
Jeffrey Koonce has been Partner and CCO of Bernhard Capital Partners Management, LP since January 2022, and is a control person of the firm.
How can I verify Jeffrey Koonce’s record?
Jeffrey Koonce’s role is listed on Bernhard Capital Partners Management, LP’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 168155.