{"url":"https://nivawealth.com/firms/bernhard-capital-partners-management-168155","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/168155","regulatoryAum":6578702870,"crd":"168155","history":[{"filedOn":"2021-03-30","regulatoryAum":2546002270,"clients":7,"employees":29,"offices":1},{"filedOn":"2022-03-29","regulatoryAum":2856700000,"clients":7,"employees":31,"offices":1},{"filedOn":"2023-03-29","regulatoryAum":3431505745,"clients":10,"employees":34,"offices":2},{"filedOn":"2024-03-27","regulatoryAum":3964828037,"clients":10,"employees":38,"offices":2},{"filedOn":"2025-03-31","regulatoryAum":4850160685,"clients":11,"employees":36,"offices":2},{"filedOn":"2026-03-30","regulatoryAum":6578702870,"clients":23,"employees":42,"offices":3}],"secFileNumber":"801-80105","legalName":"Bernhard Capital Partners Management, LP","displayName":"Bernhard Capital Partners Management","slug":"bernhard-capital-partners-management-168155","website":"https://bernhardcapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/168155/86b424240eddd0f6-r1.webp","tone":"light","width":975,"height":200,"sourceUrl":"https://www.bernhardcapital.com/","sourceLabel":"Bernhard Capital Partners Management, LP, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/bernhard-capital-partners-llc/","xUrl":"https://twitter.com/bernhardcapital?lang=en","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"400 Convention Street, Suite 1010","city":"Baton Rouge","state":"LA","stateName":"Louisiana","country":"United States","postalCode":"70802-5628"},"tradeNames":["BCP Infrastructure Management, LLC","Bernhard Capital Partners Management, LP"],"registration":{"secApproved":"23 July 2014","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":42,"advisory":32,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":6578702870,"discretionary":6578702870,"discretionaryAccounts":23,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":23,"regulatoryAum":6578702870}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Bernhard Capital Partners Management has custody of $6.58B in client assets for 23 clients.","otherCustodians":[],"leadership":[{"name":"Jonathan Batarseh","title":"CFO","crd":"5340063"},{"name":"Jeffrey Jenkins","title":"Partner","crd":"6207774"},{"name":"Lucie Kantrow","title":"General Counsel","crd":"7090499"},{"name":"Jeffrey Koonce","title":"Partner and CCO","crd":"6465192"},{"name":"Mark Spender","title":"Partner","crd":"4249124"}],"ownership":[{"label":"Bernhard Manager Holdings L.P.","detail":"Limited partner in the 75% or more ownership band and a control person, since December 2021."},{"label":"Bernhard Capital Holdings GP, LLC","detail":"Indirect owner: general partner of Bernhard Manager Holdings L.P. and a control person, since December 2021. Also general partner of Bernhard Manager Feeder, L.P. and a control person, since February 2025.","parent":"Bernhard Manager Holdings L.P."},{"label":"Jeffrey Jenkins","detail":"Indirect owner: a member of Bernhard Capital Partners Management, LLC in the 25% to 50% band and a control person, since March 2013. Also a limited partner of Bernhard Manager Feeder, L.P. in the 50% to 75% band and a control person, since March 2025.","parent":"Bernhard Capital Partners Management, LLC"},{"label":"Bernhard Manager Feeder, L.P.","detail":"Indirect owner: a limited partner of Bernhard Manager Holdings L.P. in the 50% to 75% band and a control person, since March 2025.","parent":"Bernhard Manager Holdings L.P."},{"label":"The Estate of James Michell Bernhard, JR.","detail":"Indirect owner: a member of Bernhard Capital Partners Management, LLC in the 50% to 75% band and a control person, since November 2025. Also a managing member of Bernhard Capital Holdings GP, LLC in the 75% or more band and a control person, since November 2025.","parent":"Bernhard Capital Partners Management, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Louisiana","offices":2,"addresses":[{"street":"400 Convention Street, Suite 1010","city":"Baton Rouge","headquarters":true},{"street":"1100 Poydras Street, Suite 3500","city":"New Orleans"}]},{"state":"Tennessee","offices":1,"addresses":[{"street":"5511 Virginia Way, Suite 310","city":"Brentwood"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"225-228-2500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":"0","assetMix":[],"privateFunds":23},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/168155/PDF/168155.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bernhard Capital Partners Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bernhard Capital Partners Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Bernhard Capital Partners Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bernhard Capital Partners Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bernhard Capital Partners Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bernhard Capital Partners Management?","answer":"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","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}