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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 Oct 1, 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
- Website
- HTTP://WWW.BERNSTEIN.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 22 | 112 | increased by90 |
| Apr 1, 2026 | AUM | $1,648,000,000 | $1,218,000,000 | decreased by$430,000,000 |
| Apr 1, 2026 | Accounts | 26 | 139 | increased by113 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 25 | 22 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,980,000,000 | $1,648,000,000 | decreased by$5,332,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 33 | 26 | decreased by7 |
| Apr 1, 2022 | Clients | 27 | 25 | decreased by2 |
| Apr 1, 2022 | AUM | $7,262,000,000 | $6,980,000,000 | decreased by$282,000,000 |
| Apr 1, 2022 | Accounts | 35 | 33 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SANFORD BERNSTEIN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SANFORD BERNSTEIN” may also match similarly-named firms). Confirm identity against each filing.
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.