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Mark David Spender

BERNHARD CAPITAL PARTNERS MANAGEMENT, LP·BATON ROUGE, Louisiana
Clean recordBERNHARD CAPITAL PARTNERS MANAGEMENT, LP
400 CONVENTION STREET, BATON ROUGE, LA 70802-5628CRD# 4249124Firm CRD# 168155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark David Spender · BATON ROUGE, LA
Registration
CRD #4249124 · BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark David Spender is a registered financial advisor based in BATON ROUGE, Louisiana, affiliated with BERNHARD CAPITAL PARTNERS MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
AUM
$4.0B
Regulatory assets under management
Employees
38
Total firm employees
View all advisors at BERNHARD CAPITAL PARTNERS MANAGEMENT, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4249124
Firm CRD# 168155
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark David Spender offer?
Mark David Spender specializes in Retirement Planning. Contact their office in BATON ROUGE, Louisiana for a consultation.
What are Mark David Spender's credentials?
Mark David Spender is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark David Spender located?
Mark David Spender is based in BATON ROUGE, Louisiana, working with BERNHARD CAPITAL PARTNERS MANAGEMENT, LP. Their office serves clients in the BATON ROUGE metropolitan area and surrounding communities.
How does Mark David Spender charge for services?
Mark David Spender's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERNHARD CAPITAL PARTNERS MANAGEMENT, LP?
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP has approximately 38 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BERNHARD CAPITAL PARTNERS MANAGEMENT, LP

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Jeffrey Wood Koonce
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Timothy James Poche
BATON ROUGE, LA
George Paul Bevan
BATON ROUGE, LA
George Paul Bevan
BATON ROUGE, LA
Jeffrey Scott Jenkins
BATON ROUGE, LA

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Research
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