NORTHFIELD, ILCRD 120110Latest ADV November 19, 2025
Bernardi Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Northfield, IL. Its latest Form ADV filing, dated November 19, 2025, reports $331M in regulatory assets under management, 22 employees, and 146 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 40.6% of total clients.
Top client categories% of clientsClients
1
HNWI
40.6%
28
2
Individuals
37.7%
26
3
Other Advisers
10.1%
7
4
Government
7.2%
5
5
Corporations
2.9%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$331Mas of November 19, 2025
Discretionary100.0%
$331M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$331M
Total Accounts146
10Y AUM Change+$193M (+139.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee3:1
10Y Employee Change+13 (+144.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.