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BLEICHROEDER LP
CRD 304295File 801-117171
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.43B
Top 25% of cohort (national)
Discretionary AUM
$2.43B
Clients
57
57 accounts
Employees
7
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 |
|---|---|---|---|
| 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.