DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
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unclassified
N•••••••• B•••••
unclassified
Advisory clients on the tape
7
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
7 allocators
- T••••• • B•••• C••••••••• P•••••• P••• f•• B••••••••• U••• E•••••••• Investment adviser (plan)through Nov 30, 2023 Form 5500
- A•• I••• M••••• P•••••• P••• Investment adviser (plan)through Nov 30, 2023 Form 5500
- A•• I••• P•••••• P••• o• F•••••• • P••••• C•••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- H•••• C•••• a•• C•••••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- T•••• I••••••••• H•••••••• I••• R••••••••• P••• f•• S••••••• E•••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- A•• I••• C••• B•••••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- R••••••••• P••• f•• G•••• D••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocators
- B••••••• T••••• U••••• P•••••• T•••• F••• M•••••••• a•• V••••••• Custodianthrough May 31, 2024
Schedule C rows
94 rows, $32.6M direct compensation as filed
What changed
- Dec 31, 2024Manager relationship endedinferenceP••••••• a•• A••••• T••••• D••••••• C•••••• N•• 3• P•••••• F•••Neuberger Berman no longer appears on Painters and Allied Trades District Council No. 35 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with N•••••••• B•••••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceG•••••• S•••••••• A••••••••• I••••••••• L••••••••• A••••••••• P•••••• P•••NB Private Debt Fund IV (a) LP no longer appears on Georgia Stevedore Association International Longshoremen's Association Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with N•••••••• B•••••askebsa.dol.gov
- Neuberger and Berman no longer appears on Bradford White Corporation Uaw Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with N•••••••• B•••••askebsa.dol.gov
- Neuberger Berman Group LLC appears on CNA Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with N•••••••• B•••••askebsa.dol.gov
- Neuberger Berman Inv. Advisers LLC no longer appears on Club Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with N•••••••• B•••••askebsa.dol.gov
- NB Private Equity Fund no longer appears on Teamsters Pension Trust Fund of Philadelphia & Vic's Schedule C as investment manager (plan year 2024 vs 2023)with N•••••••• B•••••askebsa.dol.gov
- Neuberger Berman Fixed Income LLC appears on The Nemours Foundation Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with N•••••••• B•••••askebsa.dol.gov
- Neuberger Berman U.S. Equity Index no longer appears on Bryce Corporation Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with N•••••••• B•••••askebsa.dol.gov
- Employers and Laborers Locals 100 & 397 Pension Fund first reports an interest in Neuberger Berman U.S. Equity Index (Neuberger Berman): $1M at 2024-07-31with N•••••••• B•••••askebsa.dol.gov
- Neuberger Berman LLC no longer appears on Leviton Employees Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with N•••••••• B•••••askebsa.dol.gov
- Neuberger Berman Invstmnt Advisors no longer appears on Aerojet Rocketdyne (gencorp) Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with N•••••••• B•••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedB••••••• T••••• U••••• P•••••• T•••• F••• M•••••••• a•• V•••••••Neuberger Berman appears on Building Trades United Pension Trust Fund Milwaukee and Vicinity's Schedule C as investment manager (plan year 2023 vs 2022)with N•••••••• B•••••askebsa.dol.gov
- Neuberger Berman Emerging Markets no longer appears on Cahill Gordon & Reindel LLP Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with N•••••••• B•••••askebsa.dol.gov
- NB Private Equity Fund appears on Teamsters Pension Trust Fund of Philadelphia & Vic's Schedule C as investment manager (plan year 2023 vs 2022)with N•••••••• B•••••askebsa.dol.gov
- Neuberger Berman no longer appears on Harte Hanks, Inc. Pension Plan I's Schedule C as investment manager (plan year 2023 vs 2022)with N•••••••• B•••••askebsa.dol.gov
- Neuberger Berman U.S. Equity Index appears on Bryce Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with N•••••••• B•••••askebsa.dol.gov