Bleichroeder Lp

CRD#304295
Investment Advisor Firm

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Learn more about Bleichroeder Lp

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Bleichroeder Lp is located at 1345 Avenue Of The Americas, New York, NY. The firm employs 5 financial advisors to manage client portfolios and provide financial guidance. Bleichroeder Lp is not a registered broker-dealer.

    The firm oversees $2.2 billion in assets under management across 56 accounts, all of which are discretionary. Services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure includes asset-based, fixed, and performance-based fees. Bleichroeder Lp serves high net worth investors, pooled investment vehicles, charitable organizations, and corporations, with high net worth investors being the largest client type by accounts. The firm has 32 high net worth clients.

    Bleichroeder Lp is registered in the state of New York.

    Assets Under Management

    $2.2 billion

    Number of Advisors

    5

    Disclosures

    No

    Office Location

    1345 Avenue Of The Americas
    New York, NY 10105

    Bleichroeder Lp by the Numbers

    Total Assets Under Management

    $2.2 billion

    National Average: $8.6 billion
    Total Number of Employees

    7

    National Average: 64
    Total Number of Accounts

    56

    National Average: 375,227
    Average Account Size

    $39.8 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees typically are based on the type of services offered. Fees billed by Bleichroeder Lp can consist of some combination of the following fee types: asset-based, fixed, and performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm. It is able to withdraw its charges directly from customer funds.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    It provides services to high net worth investors, pooled investment vehicles, charitable organizations, and corporations. Out of its 56 clients, Bleichroeder Lp's biggest client type by number of accounts is high net worth investors, though it also serves 32 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 57.14%
    • Other Individuals - 0%
    • Corporations - 32.14%
    • Charitable Organizations - 10.71%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Bleichroeder Lp does not have any disclosures.

    Please visit its Form ADV for more details.

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