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SANFORD C. BERNSTEIN & CO., LLC
CRD 104474File 801-57937
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.22B
Above cohort median (national)
Discretionary AUM
$1.18B
Non-discretionary $41.0M
Clients
112
139 accounts
Employees
0
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 28, 2000
- Principal office
- 501 COMMERCE STREET, NASHVILLE, TN, 37203
- Phone
- 615-622-0000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.22B
- Discretionary AUM
- $1.18B
- Non-discretionary AUM
- $41.0M
- Discretionary accounts
- 40
- Non-discretionary accounts
- 99
- Total accounts
- 139
- AUM per client
- $10.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.0M |
| Insurance companies | Fewer than 5 | $12.0M |
| Charitable organizations | 5 | $41.0M |
| High net worth individuals | 98 | $87.0M |
| Pooled investment vehicles | 5 | $636.0M |
| Pension and profit sharing plans | Fewer than 5 | $290.0M |
| State or municipal government entities | Fewer than 5 | $149.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Other (described) — SEE SCHEDULE D, MISCELLANEOUS
- Subscription fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.