Richard Bernstein Advisors LLC

Richard Bernstein Advisors LLC is a Delaware-based Limited Liability Company with 23 staff members, eight of whom work in advisory positions. With nine clients serviced, the company's SEC status is marked as Approved and has been registered since June 1, 2010.

• BARBARA TOMASULO

  CHIEF FINANCIAL OFFICER owns less than 5%

• JOHN JOSEPH MCCOMBE

  PRESIDENT AND DIRECTOR OF DISTRIBUTION owns more than 10% but less than 25%

• JOHN RAYMOND REAGAN

  CHIEF TECHNOLOGY OFFICER owns less than 5%

• MICHAEL HARRIS MEYER

  CHIEF COMPLIANCE OFFICER owns less than 5%

• PHILIP STEPHEN GOLDFARB

  DIRECTOR OF TRADING owns less than 5%

• RICHARD NMN BERNSTEIN

  CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND MANAGING MEMBER owns 75% or more

• PALM DRIVE CAPITAL LLC
• SEER Capital Management LP
• Lionstone Capital Management LLC
• Atalan Capital Partners LP
• Krensavage Asset Management LLC
• Stoever Glass Wealth Management Inc
• Stralem & Company Incorporated
• Fiera Capital Inc
• Nexwave Capital Partners LLC
• Madryn Asset Management LP

• Changes in Holdings of Fund: Richard Bernstein Advisors LLC Q3 2022 vs. Q4 2022

• ISHARES TR $415,178k
• ISHARES $246,849k
• ISHARES TR $225,069k
• ISHARES TR $139,960k
• ISHARES TR $92,943k
• ISHARES TR $82,460k
• GRANITESHARES GOLD TR $80,063k
• ISHARES GOLD TRUST ISHARES $28,195k
• Apple Inc $28,010k
• Amazon.com Inc $23,365k