Alex Bernstein Overview

  • Primary Position
  • Co-Founder & Man...

  • Primary Industry
  • Information Technology

  • Med. Deal Size

  • Med. Valuation

Alex Bernstein General Information

Biography

Mr. Alex Bernstein is a Co-Founder and serves as Managing Partner at Kingfisher Investment Advisors. For nearly three decades, he has been providing strategic and financial advice to leadership teams of both public and private companies. His clients and investors benefit from his numerous and long-standing relationships with corporations, hedge funds, private equity firms, and family offices. He is a Registered Representative of Gordian Investment Solutions, LLC, a FINRA-registered broker-dealer. In 2013, he co-founded and currently co-manages the Kingfisher investment platform. Previously, he managed two pooled investment vehicles: Lake Street Ventures, LLC and Lake Street Ventures II, LLC, both Delaware liability companies ("LSV" and "LSV II") which collectively acquired 251,184 SolarCity (NASDAQ: SCTY) shares in three Secondary-direct transactions. From 1992 to 2009, he held increasingly senior roles with C.E. Unterberg, Towbin, and other technology-oriented investment banks, in New York City and San Francisco. Additionally, during his tenure at C.E. Unterberg, Towbin, served on the Executive Committee for the Firm's two venture funds ($200.0 million assets under management) which focused on investments in technology companies at various stages. He started his career with IBM as a part-time software engineer while still in college. He is also an active private investor, having acquired private positions in over 20 companies that have subsequently gone public including Ceragon, Cybersource (acquired by Visa post-IPO), Facebook, FatBrain (acquired by Barnes & Noble post-IPO), Google, iManage (acquired by Interwoven post-IPO), RADVision (acquired by Avaya post-IPO), SolarCity (acquired by Tesla post-IPO), and Workiva. He received his undergraduate degree from the University of California, Berkeley, and attended Columbia University's School of International and Public Affairs. He holds FINRA Series 7 and 63 licenses.

Contact Information

Primary Position
Co-Founder & Managing Partner, Kingfisher Investment Advisors
Education
Columbia University, Degree
University of California, Berkeley, BA (Bachelor of Arts)
Gender
Male
Phone
+1 (415)
Address
  • Boulder, CO 80503
  • United States
+1 (415)

Alex Bernstein Positions (1)

Firm name Firm type Title Location Industry Since
Kingfisher Investment Advisors Investor Co-Founder & Managing Partner Niwot, CO Venture Capital

Alex Bernstein Lead Partner on Deals (6)

Alex Bernstein has been the lead partner on 6 deals. Their latest deal was with Arctic Wolf, a network management software company. The deal was made on 02-Feb-2024.

Company Deal Date Deal Type Deal Size Deal Status Industry Location
Arctic Wolf 02-Feb-2024 Later Stage VC Completed Network Management Software Eden Prairie, MN
Palantir Technologies 01-Apr-2019 Completed Business/Productivity Software Denver, CO
Fastly 16-Jul-2018 Completed Application Software San Francisco, CA
Telogis 01-Aug-2014 Completed Business/Productivity Software Aliso Viejo, CA
Domo 01-Mar-2014 Secondary Transaction - Private Completed Business/Productivity Software American Fork, UT
RingCentral 01-Jul-2013 Later Stage VC (Series E) Completed Communication Software Belmont, CA

Alex Bernstein Network (234)

Portfolio Executives (233)

Name Company Role Deal date Location
Marty Sanders Arctic Wolf Chief Technology Officer 02-Feb-2024 Eden Prairie, MN
Dan Larson Arctic Wolf Chief Marketing Officer 02-Feb-2024 Eden Prairie, MN
Arctic Wolf Chief Executive Officer, President & Board Member 02-Feb-2024 Eden Prairie, MN
Arctic Wolf Chief People Officer 02-Feb-2024 Eden Prairie, MN
Arctic Wolf Vice President, Marketing 02-Feb-2024 Eden Prairie, MN

Alex Bernstein Affiliated Funds (6)

Fund Investor Fund Type Status Vintage Size Dry Powder IRR IRR Quartile
Kingfisher Equity Partners Fund Kingfisher Investment Advisors Venture Capital - Later Stage Fully Invested 2013
Kingfisher Equity Partners II Kingfisher Investment Advisors Venture Capital - Later Stage Fully Invested 2015
Kingfisher Select Kingfisher Investment Advisors Co-Investment Liquidated 2014
Kingfisher Equity Partners IV Kingfisher Investment Advisors Venture Capital - Later Stage Closed 2021
Kingfisher Equity Partners III Kingfisher Investment Advisors Venture Capital - Later Stage Fully Invested 2018

Alex Bernstein FAQs

  • Who is Alex Bernstein?

    Mr. Alex Bernstein is a Co-Founder and serves as Managing Partner at Kingfisher Investment Advisors.

  • How much does Alex Bernstein typically invest?

    Alex Bernstein's median deal size is .

  • What is Alex Bernstein’s main position?

    Alex Bernstein’s primary position is Co-Founder & Managing Partner.

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