NEUBERGER BERMAN LOAN ADVISERS EUROPE II LP

RIASEC RegisteredEst. 2025
Total AUM
$335M
Discretionary
$335M
100% of AUM
Avg account
$335M
Accounts
1
Employees
3
Advisory reps
3

Firm details

Headquarters
CHICAGO, Illinois
CRD number
337854
Registered since
September 2, 2025
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 Europe II LP is a limited partnership that provides portfolio management for pooled investment vehicles with an institutional client base. The firm is registered with the SEC as of 2025 and operates under a fee model combining a percentage of assets under management with performance-based fees, aligning compensation with fund performance. Its regulatory and industry roles extend beyond advisory work—its affiliations indicate capabilities as a sponsor and general partner of pooled vehicles and involvement with broker-dealers, registered municipal advisory, CPO/CTA functions, and trust company activities—signaling an operational footprint across fund formation, management and distribution channels. The firm is not positioned as an active ESG investor and does not market itself as a multi-state adviser in the regulatory profile.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Ashok Bhatia

    Co-Chief Investment OfficerCRD 2378849

Contacts

2 of 2
  • BRIAN LORD

    SVPCRD 4481766

  • Kenneth deRegt

    DirectorCRD 1030085

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
190 S La Salle St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth