NEUBERGER BERMAN LOAN ADVISERS LLC

NEUBERGER BERMAN LOAN ADVISERS LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 285579). Regulatory assets under management: $4.9B.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (16)

NameRoleLocation
Ashok Kumar BhatiaDIRECTOR, MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICERChicago, IL
Stephen Gregory WrightDIRECTOR AND MANAGING DIRECTOR
Kenneth M DeregtDIRECTOR AND MANAGING DIRECTOR
Brian LordCHIEF COMPLIANCE OFFICER, ASSISTANT SECRETARY AND SENIOR VICE PRESIDENT
Anne Faris BrennanDIRECTOR AND MANAGING DIRECTOR
EASON ROBERT GREEN LEEDIRECTOR, MANAGING DIRECTOR AND CHIEF OPERATING OFFICER
TANK BRADLEY CURTISDIRECTOR, MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER
AMATO JOSEPH VINCENTDIRECTOR AND MANAGING DIRECTOR
BHATIA SUNIL KUMARDIRECTOR, MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER
KOHN LAWRENCE JAYDIRECTOR AND MANAGING DIRECTOR
LORD BRIANCHIEF COMPLIANCE OFFICER, ASSISTANT SECRETARY AND SENIOR VICE PRESIDENT
Eason RobertDIRECTOR, MANAGING DIRECTOR AND CHIEF OPERATING OFFICER
WRIGHT STEPHEN GREGORYDIRECTOR AND MANAGING DIRECTOR
deRegt Kenneth MDIRECTOR AND MANAGING DIRECTOR
Brennan AnneDIRECTOR AND MANAGING DIRECTOR
Brennan Anne FarisDIRECTOR AND MANAGING DIRECTOR

Disclosures (2)

InitiatedTypeAllegationsStatusAmount
2024-08-13regulatoryTHE BAFIN ALLEGED THAT IN A SINGLE INSTANCE IN 2021, NBSH WILLFULLY FILED A VOTING RIGHTS NOTIFICATION OF DROPPING BELOW 3% HOLDINGS IN ONE GERMAN ISSUER SIX WEEKS AFTER THE FILING DEADLINE.On Appeal$1.6M
2024-08-13regulatoryTHE BAFIN ALLEGED THAT IN A SINGLE INSTANCE IN 2021, NBSH WILLFULLY FILED A VOTING RIGHTS NOTIFICATION OF DROPPING BELOW 3% HOLDINGS IN ONE GERMAN ISSUER SIX WEEKS AFTER THE FILING DEADLINE.Final$580K

Private funds (13)

FundTypeFormedOwnersGross asset valueMin investment
NEUBERGER BERMAN LOAN ADVISERS CLO 33, LTD.Securitized Asset FundCayman Islands0$586.7M$250K
NEUBERGER BERMAN LOAN ADVISERS CLO 34, LTD.Securitized Asset FundCayman Islands0$492.3M$250K
NEUBERGER BERMAN LOAN ADVISERS CLO 35, LTD.Securitized Asset FundCayman Islands0$465.4M$250K
NEUBERGER BERMAN LOAN ADVISERS CLO 31, LTD.Securitized Asset FundCayman Islands0$462.7M$250K
NEUBERGER BERMAN LOAN ADVISERS CLO 30, LTD.Securitized Asset FundCayman Islands0$439.1M$250K
NEUBERGER BERMAN LOAN ADVISERS CLO 29, LTD.Securitized Asset FundCayman Islands0$439.0M$250K
NEUBERGER BERMAN LOAN ADVISERS CLO 26, LTD.Securitized Asset FundCayman Islands0$437.9M$250K
NEUBERGER BERMAN LOAN ADVISERS CLO 25, LTD.Securitized Asset FundCayman Islands0$437.5M$250K
NEUBERGER BERMAN LOAN ADVISERS CLO 24, LTD.Securitized Asset FundCayman Islands0$389.2M$250K
NEUBERGER BERMAN LOAN ADVISERS CLO 27, LTD.Securitized Asset FundCayman Islands0$388.4M$250K
NEUBERGER BERMAN LOAN ADVISERS CLO 28, LTD.Securitized Asset FundCayman Islands0$388.3M$250K
NEUBERGER BERMAN LOAN ADVISERS CLO 32, LTD.Securitized Asset FundCayman Islands0$864K$250K
NEUBERGER BERMAN LOAN ADVISERS CLO 36, LTD.Securitized Asset FundCayman Islands0$549K$250K

Branch offices (1)

CityStateEmployeesPhone
NEW YORKNY1212-476-9000

Fund service providers (1)

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