Firm profile

NEUBERGER BERMAN LOAN ADVISERS LLC

CHICAGO, ILCRD 285579Latest ADV March 31, 2026

Neuberger Berman Loan Advisers LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 31, 2026, reports $4.9B in regulatory assets under management, 3 employees, 1 office, and 13 accounts.

Assets Under Management
$4.9B
Employees
3
Offices
1 office
Total Clients
13
Primary office
CHICAGO, IL
190 SOUTH LASALLE STREET, SUITE 2400, CHICAGO, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOAshok K. Bhatia
CCOBrian Lord

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
13
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.9Bas of March 31, 2026
Discretionary100.0%
$4.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Total AUM$4.9B
Total Accounts13
10Y AUM Change+$4.9B

Employee Growth by Quarter

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

Total Employees3
Clients per Employee4:1
10Y Employee Change0 (0.0%)

* 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.