Overview
Bleichroeder LP (“Bleichroeder”) is an investment advisory firm organized as a limited
partnership under the laws of the State of Delaware. Andrew Gundlach and Michael Kellen, the
principal owners of Bleichroeder, founded the company in May 2019. Bleichroeder Holdings LLC
is the general partner of Bleichroeder and is controlled by Mr. Gundlach and Mr. Kellen.
Bleichroeder provides investment advisory services on a discretionary basis to high net worth
individuals and institutional investors through privately offered pooled investment vehicles (each
a “Fund” or collectively the “Funds”), and separately managed accounts (each a “Managed
Account,” and collectively, the “Managed Accounts”). Each Fund and Managed Account may be
referred to herein as a “Client” or collectively, the “Clients.”
In providing such services to the Clients, Bleichroeder has discretion, subject to the terms of the
Clients’ Governing Documents (as defined below), to formulate investment objectives, direct and
manage the investment and reinvestment of the Clients’ assets.
Terms of investments, including Client objectives, limitations and strategies are governed
exclusively by the terms of the private placement memorandum, limited partnership or operating
agreement, and/or an investment management agreement, as applicable (collectively, the
“Governing Documents”). Bleichroeder offers the same and different suites of services to its
Clients. Specific Client investment strategies and their implementation are dependent upon the
Client’s investment objectives. Managed Account Clients may impose restrictions on investing in
certain securities or types of securities. Investors in the Funds (“Investors”) cannot generally place
investment restrictions on Bleichroeder and may not tailor Bleichroeder’s advisory services to their
individual needs.
Please see Item 8 (Methods of Analysis, Investment Strategies, and Risk of Loss) for more
information.
As of the date of this Brochure, Bleichroeder has approximately $2,229,687,614 in discretionary
and $0 in non-discretionary regulatory assets under management.