NEUBERGER BERMAN INVESTMENT ADVISERS LLC

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Company Profile

As of Date 05/06/2026
ADV Location United States, NY
Websites
AUM* 563,308,275,466 18%
of that, discretionary 559,617,747,855 19%
Private Fund GAV* 37,212,895,963 4%
Avg Account Size 11,815,095 10%
High Net Worth 34.74% 9%
SMA’s Yes
Private Funds 189 13

Adviser Type

- Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
- Related adviser

Number of Employees 3,068 -3%

of those in investment advisory functions 1,548 4%

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Disclosure Reporting

11.D(2) Other regulator found violation
View 9 DRP Records

Recent News

Reported AUM

560B 480B 400B 320B 240B 160B 80B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name GRANT THORNTON LLP Filing Date10/28/2025 Form ADV-E View Report
Accounting Firm Name GRANT THORNTON LLP Filing Date10/25/2024 Form ADV-E View Report
Accounting Firm Name GRANT THORNTON Filing Date01/26/2024 Form ADV-E View Report

Private Funds Structure

SEC Fund Type Count GAV
SEC Fund TypeHedge Fund Count92 GAV$10,413,775,148
SEC Fund TypePrivate Equity Fund Count29 GAV$4,106,760,635
SEC Fund TypeSecuritized Asset Fund Count50 GAV$18,910,216,884
SEC Fund TypeOther Private Fund Count18 GAV$3,782,143,296

Related Companies

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