Sanford C. Bernstein & Co., Llc
$167B reported client assets across 4 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 3 firms that reported Sanford C. Bernstein & Co., Llc in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022, 2023 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms, FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 2 cohort firms, FY2023: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Alliancebernstein L.P. | $156B | $763B | 20.5% | 03/30/2026 |
| Ab Private Credit Investors Llc | $5.9B | $11.4B | 51.7% | 03/30/2026 |
| Summit Rock Advisors, Lp | $4.7B | $26.2B | 18.0% | 03/27/2026 |
| Sanford C. Bernstein & Co., Llc | $131M | $1.2B | 10.8% | 03/30/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.