Alex Bernstein Overview
- Firm
- Kingfisher Inves...
- Primary Position
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Co-Founder & Man...
- Primary Industry
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Information Technology
- Med. Deal Size
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- Med. Valuation
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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
Address
- Boulder, CO 80503
- United States
Alex Bernstein Positions (1)
Firm name | Firm type | Title | Location | Industry | Since |
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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 |
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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 |
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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 |
Fund Team Members (1)
Name | Investor | Fund | Fund Location |
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Yariv Robsinson | Kingfisher Investment Advisors | Kingfisher Equity Partners Fund | Niwot, CO |
Yariv Robsinson | Kingfisher Investment Advisors | Kingfisher Equity Partners II | Niwot, CO |
Kingfisher Investment Advisors | Niwot, CO | ||
Kingfisher Investment Advisors | Niwot, CO | ||
Kingfisher Investment Advisors | Niwot, CO |
Alex Bernstein Affiliated Funds (6)
Fund | Investor | Fund Type | Status | Vintage | Size | Dry Powder | IRR | IRR Quartile |
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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
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Who is Alex Bernstein?
Mr. Alex Bernstein is a Co-Founder and serves as Managing Partner at Kingfisher Investment Advisors.
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How much does Alex Bernstein typically invest?
Alex Bernstein's median deal size is
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What is Alex Bernstein’s main position?
Alex Bernstein’s primary position is Co-Founder & Managing Partner.
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