Bleichroeder LP

Fee-Only (% of Portfolio)Fixed/Hourly

Bleichroeder provides investment advisory services to high-net-worth individuals and institutional investors through privately offered pooled investment vehicles and separately managed accounts. Bleichroeder has the authority to make investment decisions for clients. Investment terms are governed by the client's governing documents. Bleichroeder may offer co-investment opportunities to certain investors. Fees are based on a percentage of assets under management and/or a percentage of the performance of the client accounts.

Assets Under Management$2.2B
Clients56
AdvisorsN/A
Avg. per Client$40M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Bleichroeder manages investments for high-net-worth individuals and institutions. Fees are based on a percentage of assets under management and/or a percentage of the performance of the client accounts. The specific fees are negotiable for managed accounts and can vary for investors in the Funds. Bleichroeder deducts fees directly from client accounts.

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