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AllianceBernstein

1345 Avenue of the Americas, New York, NY, 10105, United States

Overview

Global asset management firm with significant assets under management.

Founded

1967

Deals ยท 12mo

7

Links

WebsiteLinkedInX (Twitter)

Stage focus

Series C
Series D

Geographic focus

United Kingdom
United States

Sector focus

Asset Management
Financial Services
Wealth Management

Investment portfolio

31rounds
NAMEDATESIZE
Jeeves Inc.
Sep 2026Participated
$110 MSeries C
SiMa.ai
Sep 2026Participated
$150 MSeries C
CAIS
Jul 2026Participated
$170 MSeries D
Wonder
Jul 2026Participated
$650 MSeries D
Climate First
Jun 2026Led
$67 MOther Equity
Runway
Feb 2026Participated
$315 MSeries E
Fervo Energy
Dec 2025Participated
$462 MSeries E
Motive
Jul 2025Participated
$150 MOther Equity
Ruby Reinsurance
Nov 2024Participated
$480 MOther Equity
SumUp
May 2024Participated
$1.6 BDebt
ScyllaDB
Oct 2023Participated
$43 MOther Equity
AlphaSense
Sep 2021Participated
$180 MSeries C
Jeeves Inc.
Sep 2026Participated
$110 MSeries C
SiMa.ai
Sep 2026Participated
$150 MSeries C
CAIS
Jul 2026Participated
$170 MSeries D
Wonder
Jul 2026Participated
$650 MSeries D
Climate First
Jun 2026Led
$67 MOther Equity
Runway
Feb 2026Participated
$315 MSeries E
Fervo Energy
Dec 2025Participated
$462 MSeries E
Motive
Jul 2025Participated
$150 MOther Equity
Ruby Reinsurance
Nov 2024Participated
$480 MOther Equity
SumUp
May 2024Participated
$1.6 BDebt
ScyllaDB
Oct 2023Participated
$43 MOther Equity
AlphaSense
Sep 2021Participated
$180 MSeries C
31
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Insights

Time horizon

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Deal Distribution

AllianceBernstein: 31 funding rounds are recorded in the selected participation categories.All available history.
AllianceBernstein: 31 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A10
Series B10
Series C+115
Other Equity38
Debt02

Monthly Deal Activity

AllianceBernstein: 31 deals are recorded across 234 months.All available history.
AllianceBernstein: 31 deals are recorded across 234 months. All available history
MonthDeals
May '071
Jun '070
Jul '070
Aug '070
Sep '070
Oct '070
Nov '070
Dec '070
Jan '080
Feb '080
Mar '080
Apr '080
May '080
Jun '080
Jul '082
Aug '081
Sep '080
Oct '080
Nov '080
Dec '080
Jan '090
Feb '090
Mar '090
Apr '090
May '090
Jun '090
Jul '090
Aug '090
Sep '090
Oct '090
Nov '090
Dec '090
Jan '100
Feb '100
Mar '100
Apr '100
May '100
Jun '100
Jul '100
Aug '100
Sep '100
Oct '100
Nov '100
Dec '100
Jan '110
Feb '110
Mar '110
Apr '110
May '111
Jun '110
Jul '110
Aug '110
Sep '110
Oct '110
Nov '110
Dec '110
Jan '120
Feb '120
Mar '120
Apr '120
May '120
Jun '120
Jul '121
Aug '120
Sep '120
Oct '120
Nov '120
Dec '121
Jan '130
Feb '130
Mar '130
Apr '130
May '130
Jun '130
Jul '130
Aug '130
Sep '130
Oct '130
Nov '130
Dec '130
Jan '140
Feb '140
Mar '140
Apr '140
May '140
Jun '140
Jul '140
Aug '140
Sep '140
Oct '140
Nov '140
Dec '140
Jan '150
Feb '150
Mar '150
Apr '150
May '150
Jun '150
Jul '150
Aug '152
Sep '150
Oct '150
Nov '150
Dec '151
Jan '160
Feb '160
Mar '160
Apr '160
May '160
Jun '160
Jul '160
Aug '160
Sep '160
Oct '160
Nov '160
Dec '160
Jan '170
Feb '170
Mar '170
Apr '171
May '170
Jun '170
Jul '170
Aug '170
Sep '170
Oct '171
Nov '170
Dec '170
Jan '180
Feb '180
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '190
May '190
Jun '191
Jul '191
Aug '190
Sep '190
Oct '190
Nov '191
Dec '190
Jan '201
Feb '200
Mar '200
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '211
Mar '211
Apr '211
May '210
Jun '210
Jul '210
Aug '210
Sep '211
Oct '210
Nov '210
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
May '220
Jun '220
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '231
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '241
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '241
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '251
Aug '250
Sep '250
Oct '250
Nov '250
Dec '251
Jan '260
Feb '261
Mar '260
Apr '260
May '260
Jun '261
Jul '262
Aug '260
Sep '262
Oct '260

Sector Breakdown

AllianceBernstein: Enterprise Software is the largest displayed sector by deal count (7 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

AllianceBernstein: Enterprise Software is the largest displayed sector by deal count (7 deals). All available history
SectorDeals
Enterprise Software7
Fintech7
Networks, Cloud & Communication6
Marketing & Advertising5
AI & Machine Learning5
Health & Life Sciences4
Food & Agriculture4
E-Commerce & Retail3
Clean Energy & Sustainability3
Space & Frontier Tech3
Travel & Hospitality2
Data, Analytics & IT2
Transportation & Logistics2
Hardware & Robotics2
Education & Workforce1
Cybersecurity & Privacy1
AR/VR1
Real Estate & Construction1
Consumer & Lifestyle1
Media & Entertainment1
Professional Services1
Gaming & eSports1
Developer Tools1

Deal Size Distribution

AllianceBernstein: 31 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

AllianceBernstein: 31 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M4
$25M-$50M6
$50M-$100M5
$100M-$250M9
$250M-$500M3
$500M-$1B2
$1B+2

Deals By Geography

AllianceBernstein: United States has the largest recorded deal count among the displayed regions (29 deals).All available history.

Top 3 of 3 regions; European countries are grouped as Europe.

AllianceBernstein: United States has the largest recorded deal count among the displayed regions (29 deals). All available history
RegionDeals
United States29
South Korea1
Europe1
AllianceBernstein: 20 co-investors are shown, with Fidelity Management & Research Company sharing 5 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

AllianceBernstein: 20 co-investors are shown, with Fidelity Management & Research Company sharing 5 recorded deals. All available history
Co-investorShared deals
Fidelity Management & Research Company5
Goldman Sachs5
Morgan Stanley3
T. Rowe Price Associates3
Teachers' Private Capital3
Vista Equity Partners3
Wellington Management3
Adams Street Partners2
ADM Capital2
Advanced Technology Ventures2
Alta Partners2
Baillie Gifford2
Bank of America2
BlackRock2
Brookside Capital2
Fortress Investment Group2
Frazier Healthcare Partners2
General Catalyst2
GIC2
Glade Brook Capital2

Investment Strategy

AllianceBernstein: Led accounts for 19% and participating for 81% of round participation.All available history.
AllianceBernstein: Led accounts for 19% and participating for 81% of round participation. All available history
CategoryDeals (count)Share (%)
Led619%
Participating2581%
AllianceBernstein: Single-lead accounts for 33% and co-led for 67% of lead dynamics.All available history.
AllianceBernstein: Single-lead accounts for 33% and co-led for 67% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead233%
Co-led467%

Team

Andrew Chin

Head of Quantitative Research and Chief Data Scientist

James Wallin

Senior Vice President

Lori A. Massad

Head of Human Capital and Chief Talent Officer

Paul P. Bernstein

Founder

Peter J. Tobin

Lead Independent Director

Robert P. Van Brugge

Chairman and CEO

Seth Bernstein

President & CEO

Takeo Aso

Portfolio Manager

Troy Fukumoto

Managing Director of Private Equity and Venture Capital