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Bernhard Capital Partners Management

Private funds

Baton Rouge, LACRD 168155Updated

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.

23
Clients
Not reported
AUM per individual client
32
Advisory staff
3
Offices

From Form ADV filed 30 March 2026SEC record

Services and clients

Bernhard Capital Partners Management provides portfolio management for pooled vehicles. The firm advises 23 private funds.

Bernhard Capital Partners Management reports 23 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($6.58B across 23 accounts) are managed with discretion.

Clients and assets by client type
Clients23 clients
Assets$6.58B
Client typeClientsAssets
Pooled investment vehicles100%100%
Client breakdown and activity details
Pooled investment vehicles
Clients
23
Regulatory AUM
$6.58B
AUM share
100.0%
Avg. per client
$286M

Total

Clients
23
Regulatory AUM
$6.58B
AUM share
100%
Avg. per client
$286M
Clients outside the U.S.
0%
Clients advised without assets under management last fiscal year
0
Private funds advised
23
Financial planning clients last fiscal year
0

Fees and minimums

Bernhard Capital Partners Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.

Ownership and people

Bernhard Manager Holdings L.P. owns 75% or more of Bernhard Capital Partners Management and is in turn owned by Bernhard Manager Feeder, L.P. (50–75%). It has 42 employees, 32 of them in advisory roles.

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Staff

  • 42 employees
  • 32 in advisory functions
Who owns the firm
Bernhard Capital Partners Management, LP· the adviser
  • Bernhard Manager Holdings L.P.

    Control person · since December 2021

    Owns 75% or more of Bernhard Capital Partners Management, LP
    • Bernhard Manager Feeder, L.P.

      Control person · since March 2025

      Owns 50% to 75% of Bernhard Manager Holdings L.P.
    • Bernhard Capital Holdings GP, LLC

      General partner · Control person · since December 2021

  • The Estate of James Michell Bernhard, JR.

    Control person · since November 2025

    Owns 50% to 75% of Bernhard Capital Partners Management, LP
  • Jeffrey Jenkins

    Control person · since March 2013

    Owns 25% to 50% of Bernhard Capital Partners Management, LP

Growth and acquisitions

Bernhard Capital Partners Management’s regulatory assets grew 2.6× from $2.55B (March 2021) to $6.58B (March 2026); clients rose from 7 to 23 and employees from 29 to 42.

By annual filing
Measure
Figures from each annual filing
FiledRegulatory AUMClientsStaffEmployeesOffices
Mar 2026March 2026$6.58B23423
Mar 2025March 2025$4.85B11362
Mar 2024March 2024$3.96B10382
Mar 2023March 2023$3.43B10342
Mar 2022March 2022$2.86B7311
Mar 2021March 2021$2.55B7291

Offices and registration details

Besides its headquarters, Bernhard Capital Partners Management has 2 offices, with 3 listed addresses across 2 states.

Listed office addresses by state

Louisiana · 2 listed addresses

  • 400 Convention Street, Suite 1010, Baton RougeHQ
  • 1100 Poydras Street, Suite 3500, New Orleans

Other business names

Bernhard Capital Partners Management has reported 2 other business names to the SEC.

  • BCP Infrastructure Management, LLC
  • Bernhard Capital Partners Management, LP

Contact and registration details

Legal name
Bernhard Capital Partners Management, LP
Headquarters
400 Convention Street, Suite 1010, Baton Rouge, LA 70802-5628
SEC file
801-80105
Structure
Delaware limited partnership
Fiscal year end
December

Custodians

Bernhard Capital Partners Management has custody of $6.58B for 23 clients.

Common questions

How many clients does Bernhard Capital Partners Management have?

Bernhard Capital Partners Management has 23 clients and manages $6.58 billion for them, as of March 2026. They include 23 pooled investment vehicles.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026

What services does Bernhard Capital Partners Management offer?

Bernhard Capital Partners Management provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Bernhard Capital Partners Management have?

Bernhard Capital Partners Management has 0 investment adviser representatives registered with state securities authorities, out of 42 employees, and 32 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Bernhard Capital Partners Management?

Bernhard Capital Partners Management is owned through a holding company by Bernhard Manager Feeder, L.P. Its direct owners are Bernhard Manager Holdings L.P. (75% or more), Jeffrey Jenkins (25% to 50%) and the Estate of James Michell Bernhard, JR. (50% to 75%).

Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026

How does Bernhard Capital Partners Management get paid?

Bernhard Capital Partners Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

How do I contact Bernhard Capital Partners Management?

Bernhard Capital Partners Management’s main office is at 400 Convention Street, Suite 1010, Baton Rouge, LA 70802-5628. Its phone number is 225-228-2500. Its website is bernhardcapital.com.

Source: Form ADV Part 1A, Item 1.F, filed 30 March 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 30 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 168155.
  3. SEC registered adviser data, annual Form ADV amendments filed 30 March 2021 to 30 March 2026. Items 1.F and 5.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. The logo is reproduced for identification from Bernhard Capital Partners Management, LP, website.

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