Overview
Assets Under Management: $160.2 billion
Headquarters: DALLAS, TX
High-Net-Worth Clients: 2
Average Client Assets: $272.1 million
Frequently Asked Questions
NB ALTERNATIVES ADVISERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149822), NB ALTERNATIVES ADVISERS LLC is subject to fiduciary duty under federal law.
NB ALTERNATIVES ADVISERS LLC is headquartered in DALLAS, TX.
NB ALTERNATIVES ADVISERS LLC serves 2 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, NB ALTERNATIVES ADVISERS LLC offers portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
NB ALTERNATIVES ADVISERS LLC manages $160.2 billion in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, NB ALTERNATIVES ADVISERS LLC serves businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.34%
Average Client Assets: $272.1 million
Total Client Accounts: 379
Discretionary Accounts: 336
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 149822
Filing ID: 2051233
Last Filing Date: 2026-03-27 15:05:29