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BERNHARD CAPITAL PARTNERS MANAGEMENT, LP

BATON ROUGE, LA · CRD 168155 · IAPD ↗ · bernhardcapital.com · (225) 228-2500

$6.58BRegulatory AUM
32Advisory reps
42Employees
0Clients
0Planning clients
23Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — BERNHARD CAPITAL PARTNERS MANAGEMENT, LP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
April 2026 — BERNHARD CAPITAL PARTNERS MANAGEMENT, LP reported RAUM up 36% ($4.85B -> $6.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2026 — BERNHARD CAPITAL PARTNERS MANAGEMENT, LP grew from 26 to 32 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.