NEUBERGER BERMAN EUROPE LIMITED

RIASEC RegisteredEst. 2013

Total AUM

$98B

Discretionary

$97.9B

100% of AUM

Avg account

$407M

Accounts

241

Employees

312

Advisory reps

Firm details

Headquarters: LONDON,
CRD number: 162267
Registered since: June 20, 2013
Website: www.nb.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CITI PRIVATE BANK, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles73.32%
Pension & Profit Sharing Plans10.22%
Sovereign Wealth Funds4.99%
Insurance Companies4.34%
Other Investment Advisers4.07%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Neuberger Berman Europe Limited is a Europe-focused arm of a multi-strategy asset manager that operates across hedge fund, securitized asset, and other pooled-investment strategies. The firm serves primarily institutional clients and provides portfolio management for investment companies, pooled vehicles, and businesses or institutions. It is registered with the SEC (registration year 2013) and is structured as a foreign/individual-owned entity. Business roles extend into CPO/CTA activities and the firm is active on ESG matters. Compensation mixes management-style fees based on assets under management and performance-based fees. Industry relationships include broker‑dealer activity, registered municipal advisory, trust company and insurance company roles, and acting as sponsor/GP/managing member of pooled investment vehicles.