Neuberger Berman

Neuberger Berman

Independent, employee-owned investment management

Overview

Neuberger Berman is a private, independent, employee-owned investment management firm that manages a broad range of assets for institutions, advisors, and individuals worldwide, including equities, fixed income, private equity, and hedge funds. Its products work by actively managing client assets across multiple strategies, earning revenue from management and performance-based fees. The firm emphasizes a hybrid network model with in-house professionals and a broad advisor network, and it operates a notable private equity platform with co-investment capabilities. ESG principles are integrated into its investment approach. The company differentiates itself through its employee-ownership alignment, long-term investment perspective, a sizeable private equity/co-investment program, and a global network. Its goal is to grow client assets and outcomes by aligning the firm’s interests with those of its clients and expanding its investment offerings through partnerships and acquisitions.

About Neuberger Berman

Simplify's Rating
Why Neuberger Berman is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Financial Services

Company Size

N/A

Company Stage

N/A

Total Funding

$13.1B

Headquarters

New York City, New York

Founded

1939

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Simplify's Take

What believers are saying

  • Neuberger closed its debut Japan private equity fund at $460 million on September 18, 2026.
  • August 25, 2026 Balanced Fund broadens monetization across equity, fixed income, and multi-asset demand.
  • Revelio Labs showed 3,582 employees in March 2026, up 5.6% from 2023.

What critics are saying

  • HINC exposes Neuberger to custody, smart-contract, and blockchain-transfer failures immediately.
  • Datavant closes in Q4 2026; a failed deal delays private-markets fee capture.
  • BlackRock, KKR, and Apollo intensify tokenized-fund competition through Securitize partnerships.

What makes Neuberger Berman unique

  • 100% employee-owned, Neuberger aligns portfolio-manager capital with client outcomes.
  • SMBC named Neuberger first Japan private debt JV partner on April 27, 2026.
  • Neuberger launched HINC, its first tokenized fund, across four blockchains in August 2026.

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Funding

Total Funding

$13.1B

Above

Industry Average

Funded Over

0 Rounds

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Performance Bonus

Company News

Alternatives Watch
Sep 22nd, 2026
Grafine hires former Neuberger Berman exec for strategic initiatives.

Grafine hires former Neuberger Berman exec for strategic initiatives. Suzanne Flannery, managing director and head of strategic initiatives at Grafine Partners (Photo credit: Grafine Partners) Grafine Partners named Suzanne Flannery managing director and head of strategic initiatives, a newly created position. Flannery joins from Neuberger Berman, where she led a global team supporting the firm's investment offerings as managing director and head of the Product Marketing Platform. Before joining Neuberger Berman, she spent nine years at Goldman Sachs in senior roles across portfolio management, client solutions and hedge fund investing. Earlier in her career, she worked at J.P. Morgan and Monitor Group. Flannery now works with Grafine founder Elizabeth Weymouth, who launched the firm in 2019 after serving as a partner at Riverstone Holdings, where she built a business focused on identifying sector-specialist private equity firms and investing alongside them in high-alpha opportunities. Grafine has grown to approximately $1 billion in assets under management. Flannery's experience will strengthen Grafine's ability to scale and boost engagement, according to Weymouth. Flannery will also help further institutionalize the firm's investment, capital formation and operations functions while increasing its direct investment activity. The New York-based firm closed its Grafine Capital I fund with $600 million in total capital commitments in 2024, gathering capital from investors such as CAZ Investments, which committed $200 million to the firm in 2023. RedBird Capital was also an early backer.

DealStreetAsia
Sep 17th, 2026
Neuberger raises $460M for first Japan-focused private equity fund

Neuberger has raised approximately 70 billion yen ($460 million) for its first Japan-focused private equity fund. The NB Japan Private Equity Opportunities Fund attracted capital from institutional investors, family offices and private wealth investors. The fund will invest through commitments to Japanese private equity funds and direct co-investments. Neuberger has previously committed over 110 billion yen through commingled funds and custom accounts in Japan-focused investments, but this is its first dedicated Japan fund. The fundraising completed in under a year. Japan's private equity market has benefited from corporate governance reforms and demographic changes driving ownership transitions. The fund draws on Neuberger's private markets platform, which manages over $170 billion in investor commitments. Neuberger manages approximately $613 billion in total assets across multiple strategies.

The Middle Market
Sep 15th, 2026
Warburg Pincus Names Philip Nolan Head of U.S. Wealth

People. Warburg Pincus Names Philip Nolan Head of U.S. Wealth. Warburg Pincus appointed Philip Nolan as managing director and head of U.S. wealth to lead the firm's efforts to deepen existing investor relationships and establish new partnerships across the U.S. wealth market. Nolan joins Warburg Pincus' Fundraising and Investor Relations group after 15 years at Neuberger Berman, where he most recently served as managing director and head of national accounts. Nolan began his career at AllianceBernstein. Nolan will lead the firm's efforts to strengthen relationships with existing investors, develop new wealth partnerships and expand its presence in the U.S. wealth channel. Amulet Capital Partners Promotes Sam Brinkley to Partner He previously worked as an investment associate at The Riverside Company. To read the entire story, you must be logged in. Rithm Capital Names Ann DeVries Head of IR DeVries most recently served as head of strategic finance and investor relations at Banc of California. To read the entire story, you must be logged in. Vector Capital Names Kiran Rao Managing Director and Head of Value Creation Rao joins Vector after five years at Vista Equity Partners, where he was chief operating officer of its operations team. To read the entire story, you must be logged in. EIV Capital Hires Kristin Kelly as Partner Kelly brings nearly two decades of energy investing, private equity and transaction experience across the upstream sector and broader energy value chain. To read the entire story, you must be logged in.

wallstreet:online AG
Sep 15th, 2026
Neuberger and KKR acquire minority stake in Datavant alongside New Mountain Capital

Neuberger and KKR have agreed to acquire a significant minority stake in Datavant, a healthcare data collaboration platform. New Mountain Capital, which has been invested in Datavant since 2014, will retain its control position. Datavant operates the nation's largest health data ecosystem, connecting patients, providers, payers, and other healthcare entities. The company's network reaches over 80,000 providers, 75 of the top 100 health systems, and 350-plus ecosystem partners. Its healthcare data touches 90% of the US population and 80% of Medicare Advantage plan participants. The new partnership will support Datavant's strategic vision and growth. CEO Kyle Armbrester said the investors align with the company's mission to make health data secure, accessible, and actionable.

Kalkine Media
Sep 14th, 2026
Neuberger Berman Insurance Fund XIV raises $78.9M in open-ended securities offering

Neuberger Berman Insurance Fund XIV Series Interests of the SALI Multi-Series Fund has raised $78.9 million through an open-ended exempt securities offering. The fund is categorised as both a pooled investment fund and a private equity fund. The limited partnership is registered in Delaware and operates across all US states. Cameron J. Vail serves as managing director of the general partner and signed the offering record on 10 September 2026. The partnership's official address is in Austin, Texas. The offering references exemptions 06b, 3C, and 3C.7, with no definitive target size disclosed for the ongoing fundraise.

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