Firm profile

NEUBERGER BERMAN INVESTMENT ADVISERS LLC

NEW YORK, NYCRD 124687Latest ADV March 27, 2026

Neuberger Berman Investment Advisers LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $398.6B in regulatory assets under management, 1,542 employees, 10 offices, and 43,954 accounts.

Assets Under Management
$398.6B
Employees
1,542
Offices
10 offices
Total Clients
43,954
Primary office
NEW YORK, NY
1290 AVENUE OF THE AMERICAS, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOBrad E. Cetron
CIOAMATO, JOSEPH, VINCENT
CIOAshok K. Bhatia

Advisory services offered

6 types reported
Educational seminars/workshops
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 54.8% of total clients.
Top client categories% of clientsClients
1
Individuals
54.8%
24,100
2
HNWI
35.7%
15,676
3
Corporations
4.2%
1,828
4
Charitable
2.3%
991
5
Pension Plans
1.6%
710
Additional categories (<0.1%)
Sovereign Wealth14 clients
Other Advisers9 clients
Banks<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$398.6Bas of March 27, 2026
Discretionary99.1%
$395.0B
99% of total RAUM99.1%
Non-discretionary0.9%
$3.6B
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$398.6B
Total Accounts43,954
10Y AUM Change+$180.0B (+82.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1,542
Clients per Employee29:1
10Y Employee Change+530 (+52.4%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.