NEUBERGER BERMAN EUROPE LIMITED

Latest filing: May 10, 2024 (173 days ago)

AUM

$79,365,736,698
23% change vs. 1 year ago
25% change vs. 3 years ago
62% change vs. 5 years ago
99% change vs. 10 years ago

Employee Count

274
18% change vs. 1 year ago
39% change vs. 3 years ago
9% change vs. 5 years ago
154% change vs. 10 years ago

Main Office

LONDON,
THE ZIG ZAG BUILDING, LONDON, , UNITED KINGDOM, SW1E 6SQ

Client AUM

Discretion AUM
Discretionary $79.3
Non-Discretionary $0.1
Total $79.4
Client AUM
Retail $0.0
Pooled $58.9
Institutional $20.5
Total $79.4
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
JPMORGAN CHASE & CO. NEW YORK-NY-USA $5.1
THE BANK OF NEW YORK MELLON NEW YORK-NY-USA $3.7
THE NORTHERN TRUST COMPANY CHICAGO-IL-USA $3.6
STATE STREET BANK AND TRUST COMPANY BOSTON-MA-USA $2.4

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $20.5
Retail SMA AUM $0.0
Institutional SMA AUM $20.5
Asset Class % AUM
Equity Exch 10% $2.1
Equity Non-Exch 0% $0.0
Govt Agency 2% $0.4
Municipal 0% $0.0
Sovereign 30% $6.2
IG Credit 22% $4.5
HY Credit 20% $4.1
Derivatives 0% $0.0
Investment Companies 1% $0.2
Other Pools 5% $1.0
Cash 4% $0.8
Other 4% $0.8
Total 98% $20.1

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
NEUBERGER BERMAN INVESTMENT ADVISERS LLC $337.3 124687
NB ALTERNATIVES ADVISERS LLC $118.0 149822
NEUBERGER BERMAN SINGAPORE PTE. LIMITED $28.4 167947
NEUBERGER BERMAN CANADA ULC $11.2 284803
NEUBERGER BERMAN LOAN ADVISERS II LLC $9.3 306601
NEUBERGER BERMAN LOAN ADVISERS LLC $6.4 285579
NEUBERGER BERMAN ASIA LIMITED $6.2 154286
NEUBERGER BERMAN LOAN ADVISERS IV LLC $0.9 324282
NEUBERGER BERMAN ASSET MANAGEMENT IRELAND LIMITED $0.0 300727
NEUBERGER BERMAN AIFM SARL $0.0 300813
NEUBERGER BERMAN BD LLC $0.0 broker-dealer 2908

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

10 active

Name Title
ZUCKERMAN, HEATHER, P. DIRECTOR
STYMAN, NICK, VINCENT CHIEF COMPLIANCE OFFICER
GREEN, MICHELLE, SIMONE DIRECTOR, CHIEF LEGAL OFFICER
DUNCAN, ALEXANDER, JAMES DIRECTOR, CHIEF OPERATIONS OFFICER
MALLOY, MATTHEW, HOLIAN DIRECTOR, CHIEF EXECUTIVE OFFICER
PATSCHKOWSKI, PHILIPP, HORST JOACHIM DIRECTOR

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $79.4 $0.0 0% 274 0 0%
2024-04-02 $79.4 $0.0 0% 274 0 0%
2023-04-04 $64.5 $14.9 23% 233 41 18%
2022-04-01 $43.4 $36.0 83% 218 56 26%
2021-04-05 $63.3 $16.1 25% 197 77 39%
2020-04-01 $59.3 $20.1 34% 194 80 41%
2019-04-01 $49.1 $30.3 62% 252 22 9%
2018-04-02 $44.7 $34.7 78% 205 69 34%
2017-04-01 $40.5 $38.9 96% 172 102 59%
2016-04-01 $38.5 $40.8 106% 166 108 65%
2015-04-01 $36.2 $43.1 119% 132 142 108%
2014-04-01 $39.9 $39.5 99% 108 166 154%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV