San Antonio, TX Office
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AllianceBernstein L.P.
Investment Manager
Firm-wide stats for AllianceBernstein L.P.
About
AllianceBernstein L.P. is a global, research-driven investment manager that primarily serves pooled and institutional clients — including pension plans, endowments, insurance companies, state and municipal governments, sovereign wealth funds, and other investment advisers — as well as private clients through Bernstein Private Wealth Services. It offers a broad set of investment products and services across equities, fixed income, multi‑asset and alternative strategies, and sponsors mutual funds, ETFs, collective investment trusts and privately placed vehicles.
AB describes its investment approach as research-centric, combining fundamental, economic and quantitative disciplines to support portfolio managers, and it provides both discretionary and non‑discretionary solutions (including separately managed accounts and SMA/wrap programs). The firm notes it uses derivatives where guidelines allow and has registered with the CFTC as a commodity pool operator/commodity trading adviser; it also uses commission arrangements and commission‑sharing relationships and subscribes to third‑party research and proxy‑voting services (for example, ISS and Glass Lewis) to support its investment process.
What is distinctive about AB’s profile in the brochure is its scale and organizational breadth: it manages large, multi‑asset mandates and pooled products while operating affiliated broker‑dealers (e.g., Sanford C. Bernstein & Co., LLC), an affiliated trust company (AllianceBernstein Trust Company, LLC), and a wide global affiliate network. The firm also discloses recent strategic transactions and integrations in the brochure — for example, the acquisition and rebranding of CarVal (now AB CarVal) and the formation of a joint venture structure with Société Générale that reorganized Bernstein research and certain businesses — and highlights specialized capabilities such as broadly syndicated loan and CLO management and bespoke private‑credit solutions.
Based on AllianceBernstein L.P.
Demographic focus
Based on AllianceBernstein L.P.
Location
8000 Ih 10 West
San Antonio TX 78230
Advisors at this office
4
Advisors at this office
Ashley J
Series 66
San Antonio, TX
AllianceBernstein L.P.
Ashley Jones is a financial advisor at AllianceBernstein L.P. with seven years of industry experience. She holds the Series 66 designation and has worked at AllianceBernstein since 2018, following three years at American Funds. She is based in San Antonio, TX. AllianceBernstein L.P. is a global, research-driven investment manager serving pooled and institutional clients as well as private clients through Bernstein Private Wealth Services. The firm offers a broad range of investment products and employs a research-centric approach combining fundamental, economic, and quantitative disciplines.
Kimchu P
Series 63, Series 65
San Antonio, TX
AllianceBernstein L.P.
Kimchu Perrington is a financial advisor with AllianceBernstein L.P. based in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Alliance Fund Distributors, Inc., an affiliate of AllianceBernstein, since 1999. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and pooled clients, as well as private clients through Bernstein Private Wealth Services. The firm offers diverse investment products across equities, fixed income, multi-asset, and alternative strategies, and emphasizes a research-centric approach that integrates fundamental, economic, and quantitative disciplines.
Marco Y
Series 63, Series 65
San Antonio, TX
AllianceBernstein L.P.
Marco Yeppez is a financial advisor with AllianceBernstein L.P. based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has four years of industry experience, including roles at Wells Fargo Clearing, Fidelity Investments, and Charles Schwab. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and pooled clients as well as private clients through Bernstein Private Wealth Services. The firm offers a wide range of investment products across multiple asset classes and employs a research-centric approach combining fundamental, economic, and quantitative analysis.
Adan C
Series 66
San Antonio, TX
AllianceBernstein L.P.
Adan Chavana Jr. is a financial advisor at AllianceBernstein L.P. with 22 years of industry experience. He holds the Series 66 designation and has been with Alliance Capital Management and AllianceBernstein since 2003. AllianceBernstein L.P. is a global, research-driven investment manager serving institutional and pooled clients, as well as private clients through Bernstein Private Wealth Services. The firm offers a wide range of investment products across equities, fixed income, multi-asset, and alternative strategies, using a research-centric approach that combines fundamental, economic, and quantitative analysis.
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