Overview
Assets Under Management: $11.7 billion
High-Net-Worth Clients: 541
Average Client Assets: $4 million
Frequently Asked Questions
NEUBERGER BERMAN CANADA ULC 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 #284803), NEUBERGER BERMAN CANADA ULC is subject to fiduciary duty under federal law.
NEUBERGER BERMAN CANADA ULC serves 541 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, NEUBERGER BERMAN CANADA ULC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
NEUBERGER BERMAN CANADA ULC manages $11.7 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, NEUBERGER BERMAN CANADA ULC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 541
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.76
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,033
Discretionary Accounts: 2,033
Regulatory Filings
CRD Number: 284803
Filing ID: 1973918
Last Filing Date: 2025-03-31 14:01:00
Website: https://nb.com