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Global Head of Tax · Richard Bernstein Advisors LLC

Karlene J Lacy

CRD 5073113 · Named on Form ADV at one SEC-registered adviser

At a glance

Richard Bernstein Advisors LLC, an SEC-registered private fund adviser based in New York, NY with $181 million in regulatory assets, lists Karlene J Lacy on its Form ADV as Global Head of Tax, a control person.

Firms and roles

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Karlene’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Karlene on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karlene’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.