Bleichroeder LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 16, 2026, reports $2.4B in regulatory assets under management, 7 employees, and 57 accounts.
Assets Under Management
$2.4B
Employees
7
Offices
--
Total Clients
57
Primary office
NEW YORK, NY
1345 AVENUE OF THE AMERICAS, 47TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.9% of total clients.
Top client categories% of clientsClients
1
Individuals
57.9%
33
2
Corporations
22.8%
13
3
Charitable
10.5%
6
4
Pooled Investment Vehicles
8.8%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of March 16, 2026
Discretionary100.0%
$2.4B
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.
Total AUM$2.4B
Total Accounts57
10Y AUM Change+$2.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee8:1
10Y Employee Change0 (0.0%)
* 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.