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BLEICHROEDER LP
CRD 304295File 801-117171
APPROVED
Retail clients
Custody
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.43B
Top 25% of cohort (national)
Discretionary AUM
$2.43B
Clients
57
57 accounts
Employees
12
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 12, 2019
- Principal office
- 1345 AVENUE OF THE AMERICAS, 47TH FLOOR, NEW YORK, NY, 10105
- Phone
- (212) 984-3815
- Website
- https://bleichroederlp.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.43B
- Discretionary AUM
- $2.43B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 57
- Non-discretionary accounts
- 0
- Total accounts
- 57
- AUM per client
- $42.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $66.6M |
| Charitable organizations | 6 | $935.8M |
| Pooled investment vehicles | 5 | $1.00B |
| Individuals (other than high net worth individuals) | 33 | $425.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 23, 2026 | Employees | 7 | 12 | increased by5 |
| Apr 1, 2026 | Clients | 56 | 57 | increased by1 |
| Apr 1, 2026 | AUM | $2,228,876,680 | $2,431,232,134 | increased by$202,355,454 |
| Apr 1, 2026 | Accounts | 56 | 57 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 7 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 59 | 56 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,851,166,193 | $2,228,876,680 | decreased by$622,289,513 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 59 | 56 | decreased by3 |
| Apr 1, 2022 | Employees | 8 | 10 | increased by2 |
| Apr 1, 2022 | Clients | 57 | 59 | increased by2 |
| Apr 1, 2022 | AUM | $2,211,960,355 | $2,851,166,193 | increased by$639,205,838 |
| Apr 1, 2022 | Accounts | 57 | 59 | increased 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 “BLEICHROEDER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLEICHROEDER” 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.