AUMdb

Bernhard Capital Partners Management, Lp

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 168155 · SEC file 801-80105 · Baton Rouge, LA · WWW.BERNHARDCAPITAL.COM
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$6.6B
Discretionary
$6.6B
Clients
23
Avg AUM / client
$286M
Accounts
23
Employees
42

AUM over time

$119M $6.6B
Oct 2014 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 30, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 23 $6.6B 100.0%

Private funds (10)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $4.4B combined gross assets

FundTypeDomicileGross assetsOwners
Bcp Fund Ii, Lp Private Equity Fund Delaware $1.0B 44
Bcp Fund Ii A, Lp Private Equity Fund Delaware $670M 32
Bcp Fund Iii, Lp Private Equity Fund Delaware $517M 19
Bcp Fund Iii A, Lp Private Equity Fund Delaware $503M 10
Railworks Spv Aggregator, Lp Private Equity Fund Delaware $498M 2
Bcp Infrastructure Fund A, Lp Private Equity Fund Delaware $433M 13
Bcp Energy Services Fund, Lp Private Equity Fund Delaware $342M 19
Bcp Energy Services Fund A, Lp Private Equity Fund Delaware $312M 23
Bcp Infrastructure Fund, Lp Private Equity Fund Delaware $111M 4
Bcp Energy Services Executive Fund, Lp Private Equity Fund Delaware $9.1M 14

People (6)

NameRole / titleCredentialsWith firm sinceOwnership
Bernhard, James, Michell Limited Partner Mar 2013 (13y) ≈ 25% – 56.25% via Bernhard Manager Holdings L.P.
Jenkins, Jeffrey, Scott Limited Partner Mar 2013 (13y) 25% – 50%
Poche, Timothy, James Cfo / Chief Compliance Officer / Coo / Limited Partner May 2013 (13y) Less than 5%
Kantrow, Lucie, Randolph General Counsel Sep 2018 (8y) Less than 5%
Koonce, Jeffrey, Wood Limited Partner Jan 2022 (5y) Less than 5%
Spender, Mark, David Limited Partner Jan 2022 (5y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Bernhard Manager Holdings L.P. Limited Partner Dec 2021 A 50% – 75%
Bernhard Capital Partners Management, Llc General Partner Mar 2013 A Less than 5%
Bernhard Capital Holdings Gp, Llc General Partner Dec 2021 B GP / trustee / elected manager of Bernhard Manager Holdings L.P. (indirect)

Estimated effective ownership (look-through of filed bands):

  • Bernhard, James, Michell: 50% – 75% of Bernhard Manager Holdings L.P. × 50% – 75% direct ≈ 25% – 56.25% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (10, $4.4B gross assets)

FundTypeGross assetsMin. investmentOwners
Bcp Fund Ii, Lp Private Equity Fund $1.0B $25.0M 44
Bcp Fund Ii A, Lp Private Equity Fund $670M $25.0M 32
Bcp Fund Iii, Lp Private Equity Fund $517M $20.0M 19
Bcp Fund Iii A, Lp Private Equity Fund $503M $20.0M 10
Railworks Spv Aggregator, Lp Private Equity Fund $498M $0 2
Bcp Infrastructure Fund A, Lp Private Equity Fund $433M $10.0M 13
Bcp Energy Services Fund, Lp Private Equity Fund $342M $25.0M 19
Bcp Energy Services Fund A, Lp Private Equity Fund $312M $25.0M 23
Bcp Infrastructure Fund, Lp Private Equity Fund $111M $10.0M 4
Bcp Energy Services Executive Fund, Lp Private Equity Fund $9.1M $0 14

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 6.18 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗