Case Study: Bernstein Management Corporation streamlines investor operations and saves time with Juniper Square

How Bernstein manages their open-end fund with Juniper Square

Bernstein, a Washington, D.C.–based real estate investment, management, and development firm, consolidated several funds into a single open‑end fund and needed a single system of record and modern investor portal that could handle unit‑based ownership, track NAV and floating share prices, and distinguish distributions from redemptions. Prior to implementation, investor details lived in Outlook and spreadsheets, making K-1 distribution, reporting, and payment processing slow and error‑prone. Bernstein evaluated options and selected Juniper Square’s investor-relationship and fund-accounting platform with open‑end fund capabilities.

Juniper Square implemented an integrated platform that centralizes investor data, automates distributions and redemptions, and streamlines accounting and communications. The solution turned multi‑day back‑office tasks into minutes (remittance processing moved from “a couple days” to about 30 minutes), eliminated hundreds of individual emails for investor communications, improved K‑1 distribution, and generated strong positive investor feedback — delivering measurable time savings and noticeably higher staff productivity for Bernstein.

Bernstein

Kelly Lynch

Senior Advisor