Neuberger Berman Loan Advisers II LLC

RIASEC Registered
Total AUM
$9B
Discretionary
$9B
100% of AUM
Avg account
$503M
Accounts
18
Employees
3
Advisory reps
5

Firm details

Headquarters
Chicago, Illinois
CRD number
306601
Registered since
April 14, 2020
Website
www.nb.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Neuberger Berman Loan Advisers II LLC is an SEC-registered adviser (registered in 2020) that manages pooled investment vehicles focused on securitized assets for institutional clients. The firm is organized as an LLC and is owned by a combination of a foreign entity and an individual. Its advisory activity centers on portfolio management for pooled funds; compensation combines percentage-of-assets fees with performance-based fees. The firm does not identify as an active ESG investor. The firm’s business footprint includes roles beyond pure asset management: it has industry affiliations consistent with acting as sponsor/GP and manager of pooled vehicles and maintains links to broker‑dealer activity, registered municipal advisory, commodity pool operator/CTA functions, trust company services, and other investment advisory arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
191 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth