DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bernhard Capital Partners Management, LP
Latest filing Mar 30, 2026
First filing on the tape Jun 11, 2013 · 21 filings
SEC status approved since Jul 23, 2014
RAUM
$6.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
42
32 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
23
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$6.6B as of Mar 30, 2026
Mar 30, 2015$119M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20150 then
Employees (5.A)42 as of Mar 30, 2026
Mar 30, 201510 then
Private funds23 as of Mar 30, 2026
Mar 30, 20152 then
RAUM +36% over the last fiscal year+24% a year over threeIARs 0 to 0offices 1 to 2
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $286MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +36%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $6.6B, 23 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$6.6B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 23reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $6.6B for 23 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Bcp Fund II, LP | Private Equity Fund | $1.0B | 44 | Mar 29, 2018 |
| Bcp Fund II-A, LP | Private Equity Fund | $670M | 32 | Mar 29, 2018 |
| Bcp Fund III, LP | Private Equity Fund | $517M | 19 | Mar 29, 2023 |
| Bcp Fund III-A, LP | Private Equity Fund | $503M | 10 | Mar 29, 2023 |
| Railworks Spv Aggregator, LP | Private Equity Fund | $498M | 2 | Mar 29, 2023 |
| Bcp Infrastructure Fund-A, LP | Private Equity Fund | $433M | 13 | Mar 30, 2021 |
| Bcp Energy Services Fund, LP | Private Equity Fund | $342M | 19 | Oct 30, 2014 |
| Bcp Energy Services Fund-A, LP | Private Equity Fund | $312M | 23 | Oct 30, 2014 |
| Bcp Infrastructure Fund, LP | Private Equity Fund | $111M | 4 | Mar 30, 2021 |
| Bcp Energy Services Executive Fund, LP | Private Equity Fund | $9.1M | 14 | Mar 28, 2017 |
Owners and control persons
Schedule A and B, latest filing
- Michell James Bernhard · Limited Partnercontrolsince 03/2013 · owns 25% to 50%
- Scott Jeffrey Jenkins · Limited Partnercontrolsince 03/2013 · owns 25% to 50%
- Randolph Lucie Kantrow · General Counselcontrolsince 09/2018 · owns less than 5%
- James Timothy Poche · Cfo / Chief Compliance Officer / Coo / Limited Partnercontrolsince 05/2013 · owns less than 5%
- Michell James Bernhard · Limited Partnercontrolsince 03/2013 · owns 50% to 75% of Bernhard Manager Holdings L.P.
- Michell James Bernhard · Managing Membercontrolsince 03/2013 · owns 50% to 75% of Bernhard Capital Partners Management, LLC
- Michell James Bernhard · Managing Membercontrolsince 12/2021 · owns 50% to 75% of Bernhard Capital Holdings Gp, LLC
- Scott Jeffrey Jenkins · Membercontrolsince 03/2013 · owns 25% to 50% of Bernhard Capital Partners Management, LLC
- Wood Jeffrey Koonce · Limited Partnersince 01/2022 · owns less than 5%
- David Mark Spender · Limited Partnersince 01/2022 · owns less than 5%
Entity owners
- Bernhard Capital Partners Management, LLC · General Partnerdirect · owns less than 5%
- Bernhard Manager Holdings L.P. · Limited Partnerdirect · owns 50% to 75%
- Bernhard Capital Holdings Gp, LLC · General Partnerindirect · owns F of Bernhard Manager Holdings L.P.
Related persons
Schedule D 7.A
- Bcp Energy Services Fund Gp, LPpooled vehicle sponsorn
- Bcp Energy Services Fund Ugp, LLCpooled vehicle sponsorn
- Bcp Fund Gp II, LPpooled vehicle sponsorn
- Bcp Fund III Gp, LPpooled vehicle sponsorn
- Bcp Fund Ugp, LLCpooled vehicle sponsorn
- Bcp Infrastructure Fund Gp, LPpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Brentwood, TN7 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 30, 2026private funds (Schedule D 7.B.1) moved from 11.0 to 23.0 (+109.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +3.0% (487 comparable advisers, 99.0th percentile of changes)peers: asset managers, $5B to $20B (487) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 11 to 23Jan 14, 2026 to Mar 30, 2026
- Advisory employees · 26 to 32Jan 14, 2026 to Mar 30, 2026
- Pooled vehicle clients · 11 to 23Jan 14, 2026 to Mar 30, 2026
- Assets in custody · $3.4B to $6.6BJan 14, 2026 to Mar 30, 2026
- Employees · 36 to 42Jan 14, 2026 to Mar 30, 2026
- Other offices · 1 to 2Jan 14, 2026 to Mar 30, 2026
- Private funds · 11 to 23Jan 14, 2026 to Mar 30, 2026
- Discretionary RAUM · $4.9B to $6.6BJan 14, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $4.9B to $6.6BJan 14, 2026 to Mar 30, 2026
- RAUM · $4.9B to $6.6BJan 14, 2026 to Mar 30, 2026
- Accounts · 10 to 11Mar 27, 2024 to Mar 31, 2025
- Advisory employees · 22 to 26Mar 27, 2024 to Mar 31, 2025
- Pooled vehicle clients · 10 to 11Mar 27, 2024 to Mar 31, 2025
- Assets in custody · $2.3B to $3.4BMar 27, 2024 to Mar 31, 2025
- Employees · 38 to 36Mar 27, 2024 to Mar 31, 2025
- Financial planning clients · 0 to 0Mar 27, 2024 to Mar 31, 2025
- Private funds · 10 to 11Mar 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $4.0B to $4.9BMar 27, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $4.0B to $4.9BMar 27, 2024 to Mar 31, 2025
- RAUM · $4.0B to $4.9BMar 27, 2024 to Mar 31, 2025
- Assets in custody · $2.1B to $2.3BMar 29, 2023 to Mar 27, 2024
- Employees · 34 to 38Mar 29, 2023 to Mar 27, 2024
- Discretionary RAUM · $3.4B to $4.0BMar 29, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $3.4B to $4.0BMar 29, 2023 to Mar 27, 2024
- RAUM · $3.4B to $4.0BMar 29, 2023 to Mar 27, 2024
- Accounts · 7 to 10Mar 29, 2022 to Mar 29, 2023
- Advisory employees · 19 to 22Mar 29, 2022 to Mar 29, 2023
- Pooled vehicle clients · 7 to 10Mar 29, 2022 to Mar 29, 2023
- Assets in custody · $1.4B to $2.1BMar 29, 2022 to Mar 29, 2023
- Employees · 31 to 34Mar 29, 2022 to Mar 29, 2023
- Other offices · 0 to 1Mar 29, 2022 to Mar 29, 2023
- Private funds · 7 to 10Mar 29, 2022 to Mar 29, 2023
- Discretionary RAUM · $2.9B to $3.4BMar 29, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $2.9B to $3.4BMar 29, 2022 to Mar 29, 2023
- RAUM · $2.9B to $3.4BMar 29, 2022 to Mar 29, 2023
- Advisory employees · 17 to 19Jan 11, 2022 to Mar 29, 2022
- Assets in custody · $1.3B to $1.4BJan 11, 2022 to Mar 29, 2022
- Employees · 29 to 31Jan 11, 2022 to Mar 29, 2022
- Discretionary RAUM · $2.5B to $2.9BJan 11, 2022 to Mar 29, 2022
- Pooled vehicle RAUM · $2.5B to $2.9BJan 11, 2022 to Mar 29, 2022
Signals
6 dated events
- Bernhard Capital Partners Management, Lp reported RAUM $6.6B, up 36% from $4.9B (2026-01-14 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Bernhard Capital Partners Management, Lp reported RAUM $2.4B, up 34% from $1.8B (2018-03-29 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- W. Jeffrey Koonce (General Counsel) no longer on Schedule A of Bernhard Capital Partners Management, Lp (listed 2018-03-29, absent 2019-03-28)Mar 28, 2019 · Control person left · inference
- Randolph Lucie Kantrow (General Counsel) appeared on Schedule A of Bernhard Capital Partners Management, LpMar 28, 2019 · Control person joined · fact
- Bernhard Capital Partners Management, Lp reported RAUM $1.8B, up 97% from $891.4M (2017-03-28 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- Shaw Capital, L.P. filed its initial SEC registration (Form ADV)Jun 11, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Bernhard Capital Partners Management, LP · Independent Sponsorsshared crd · capital_provider
- Bernhard Capital Partners Management, LP · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/BERNHARD-CAPITAL-PARTNERS-LLCreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BERNHARDCAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (225) 228-2500reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026