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- Custodian
- BNY Mellon · Merrill Lynch · Morgan Stanley · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2010
- Office Locations
- 1
Office Locations
About Richard Bernstein Advisors LLC
Richard Bernstein Advisors (RBA) is a global macro, top-down multi-asset manager that uses “Pactive” active management of ETFs—X-raying underlying holdings—to assess risk and target exposures. The firm runs go-anywhere, tactically positioned ETF-based SMA strategies across all-asset, equity, and fixed income sleeves, and also offers thematic ETFs. Products are built for financial advisors and institutions and are available on most wirehouse, TAMP, and RIA platforms.
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Owner & Executives
BERG ASHTON CRAWFORD
Chief Accounting Officer
- CRD
- --
- Ownership
- Less than 5%
Rory Price Culver
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,786,778,287 | $345,351 |
| Non-Discretionary | $0 | -- |
| Total | $3,786,778,287 | $345,351 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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