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NEUBERGER BERMAN INVESTMENT ADVISERS LLC

CRD 124687 · SEC 801-61757

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1290 AVENUE OF THE AMERICAS, NEW YORK, NY, 10104, United States

Phone

212-476-9000

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$398.65B

Discretionary AUM

$395.04B

Team

1542 total employees; 646 advisory reps; 54 broker-dealer reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals24100$8.85B
High net worth individuals15676$63.04B
Banking/thrift institutions1$93.5M
Investment companies72$69.73B
Pooled investment vehicles378$142.34B
Pension/profit sharing plans710$28.49B
Charitable organizations991$6.00B
State/municipal entities44$27.81B
Other investment advisers9$3.88B
Insurance companies62$24.05B
Sovereign wealth funds14$9.44B
Corporations/business entities1828$14.23B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD