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| Happy Holidays!! thanks for using AUM13F!! |
| Neuberger Berman Investment Advisers LLC
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| CRD # | 124687 |
| SEC # | 801-61757 |
| CIK # | 0001230440 |
| AUM | $362.7 B (2025-05-29) |
| Employees | 1,668 (41% Investors, 53% Brokers) |
| Phone | 212-476-9000 |
| Address | 1290 Avenue of The Americas New York, NY 10104 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 5.8 | ||
| Nvidia Corp | 4.2 | ||
| Amazon Com Inc | 3.8 | ||
| Apple Inc | 3.4 | ||
| J P Morgan Chase & Co | 2.6 | ||
| Facebook Inc | 1.9 | ||
| Alphabet Inc | 1.6 | ||
| Alphabet Inc | 1.6 | ||
| Home Depot Inc | 1.5 | ||
| Lilly Eli & Co | 1.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Neuberger Berman CLO Evergreen Master Fund LP | [2025-05-29] | 0.0 | 0.0 |
| PE | Kantor Private Opportunities VIII LP | [2025-03-28] | 58.7 | 0.0 |
| HF | Neuberger Berman Real Estate Debt Income Fund I | 2025-01-31 | 12.8 | |
| PE | Kantor Private Opportunities VII LP | 2024-12-18 | 79.4 | |
| HF | Neuberger Berman Japan Equity Master Fund LP | [2024-12-18] | 3.0 | 3.2 |
| HF | Grove Funding IV LP | [2024-07-01] | 530.0 | 374.3 |
| HF | Grove Funding III Inc | [2024-01-11] | 50.0 | 305.0 |
| HF | Neuberger Berman Real Estate Debt Income Fund B-1 LP | 2024-01-11 | 177.6 | |
| HF | Neuberger Berman Tactical Macro Enhanced Master Fund LP | [2024-01-11] | 21.6 | 23.6 |
| HF | Neuberger Berman Real Estate Debt Income Core Fund B LP | [2023-09-27] | 9.0 | 184.9 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24,017 | 8.8 |
| (b) Individuals (high net worth individuals) | 14,704 | 56.0 |
| (c) Banking or thrift institutions | 1 | 0.1 |
| (d) Investment companies | 85 | 64.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 366 | 128.4 |
| (g) Pension and profit sharing plans | 763 | 30.3 |
| (h) Charitable organizations | 969 | 5.7 |
| (i) State or municipal government entities | 45 | 27.3 |
| (j) Other investment advisers | 9 | 3.2 |
| (k) Insurance companies | 61 | 17.4 |
| (l) Sovereign wealth funds and foreign official institutions | 16 | 6.1 |
| (m) Corporations or other businesses not listed above | 1,809 | 14.1 |
| (n) Other | 60 | 0.6 |
| Total | 42,905 | 362.7 |
| By Discretionary | ||
| Discretionary | 42,642 | 355.4 |
| Non-Discretionary | 263 | 7.2 |
| Total | 42,905 | 362.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 133.6 | |
| United States Persons | 229.1 | |
| Total | 42,905 | 362.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Charles Thomas | 157 | |||
| Khalid Iton | 108 | |||
| CAV GP Ltd | 100 | |||
| Andrew Johnson | 172 | |||
| Anthony Tutrone | 145 | |||
| Joseph Amato | 114 | |||
| Bradley Tank | 57 | |||
| John Kramer | 50 | |||
| Heather Zuckerman | 31 | |||
| Peter Cohen | 25 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001230440] | |
| 3 | [0001230440] | |
| 4 | [0001230440] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Neuberger Berman Investment Advisers LLC
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|
NY | 362.7 |
|
Neuberger Berman Europe Limited
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|
80.0 | |
|
Neuberger Berman Singapore PTE Limited
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|
26.1 | |
|
Neuberger Berman Asia Limited
✚
|
6.9 | |
|
Neuberger Berman Loan Advisers LLC
✚
|
IL | 6.0 |
|
Neuberger Berman Breton Hill ULC
✚
|
A6 | 0.0 |
|
Neuberger Berman BD LLC
✚
|
NY | 0.0 |
|
Neuberger Berman Asset Management LLC
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|
NY | 0.0 |
|
Neuberger Berman Management LLC
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|
NY | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Morgan Stanley Investment Management Inc
✚
|
NY | 619.2 |
|
Goldman Sachs Asset Management International
✚
|
440.2 | |
|
Principal Global Investors LLC
✚
|
IA | 364.0 |
|
Cambridge Associates LLC
✚
|
MA | 313.5 |
|
Mercer Investments LLC
✚
|
MA | 202.6 |
|
Mackay Shields LLC
✚
|
NY | 151.6 |
|
Wilshire Advisors LLC
✚
|
CA | 99.1 |
|
Grantham Mayo van Otterloo & Co LLC
✚
|
MA | 68.6 |
|
MIO Partners Inc
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|
NY | 44.9 |
|
LIDO Advisors LLC
✚
|
CA | 29.1 |