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    AllianceBernstein

    Nashville, Tennessee, United StatesFounded 1967

    AllianceBernstein (AB) is a global asset-management firm providing investment-management and research services to institutional, high-net-worth, and retail investors across equities, fixed-income, alternatives, and multi-asset strategies.

    43% of their portfolio is in AI. They made 1 investment in the last 12 months. Average disclosed round size is $288.5M (across 6 rounds with reported amounts).

    Find people at AllianceBernstein on Goldilocks AI

    Portfolio

    6

    Fund Size

    —

    Top Stage

    Series A

    Last 12 Mo

    1

    Team

    Charles Stonehill

    Charles Stonehill

    Independent Director—AB; Founding Partner, Green & Blue Advisors

    Mark Gessner

    Mark Gessner

    Senior Managing Director and Head of US Retail

    Steve Eisenberg

    Steve Eisenberg

    Senior Managing Director; Head—Global Business Development, North America Institutional and Latin America Client Group, and Global Consultant Relations

    Bruce Holley

    Bruce Holley

    Independent Director—AB; Managing Director of Alvarez & Marsal’s Financial Services

    Noel Archard

    Noel Archard

    Managing Director and Global Head of Product Solutions & Marketing

    Daniel G. Kaye

    Daniel G. Kaye

    Independent Director—AB

    Das Narayandas

    Das Narayandas

    Independent Director—AB; Edsel Bryant Ford Professor of Business Administration, Harvard Business School

    Gershon Distenfeld

    Gershon Distenfeld

    Director of Income Strategies

    Todd Walthall

    Todd Walthall

    Independent Director—AB; Chief Growth Officer for Optum Health, Optum

    Aaron Bates

    Aaron Bates

    Head of Ultra-High Net Worth & Growth Strategies, Private Wealth

    Alex Chaloff

    Alex Chaloff

    Chief Investment Officer & Head of Investment & Wealth Strategies, Private Wealth

    Geoff Cornell

    Geoff Cornell

    Chief Investment Officer of Insurance

    Portfolio Breakdown

    Stage Distribution

    Sector Distribution

    Investment Activity

    DealsAvg Round Size

    Portfolio

    7 investments
    CompanyRoundAmountDate
    Fervo Energy logoFervo EnergySeries E$462MDec 2025
    Portola logoPortolaSeries A—Jul 2025
    Sumup logoSumupGrowth$624MJun 2022
    JumpTap logoJumpTapUnknown$25MJan 2011
    Portola logoPortolaSeries C$70MJan 2007
    SiMa.ai logoSiMa.aiSeries C$150M—
    Samsara logoSamsaraSeries A$400M—

    Top Co-Investors

    Last updated: 20 October 2026