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New Hampshire Sub-Advisory Agreement of Neuberger and Berman Management, Inc.

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US-CC-7-644
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This sample form, a detailed Sub-advisory Agreement document, is a model for use in corporate matters. The language is easily adapted to fit your specific circumstances. Available in several standard formats.

The New Hampshire Sub-Advisory Agreement of Berger and Berman Management, Inc. is a legally binding contract that outlines the agreement between Berger and Berman Management, Inc. and a third-party sub-adviser in the state of New Hampshire. This agreement helps establish a relationship between the two parties and ensures compliance with applicable laws and regulations. Under this agreement, Berger and Berman Management, Inc. acts as the primary investment adviser, while the sub-adviser provides their expertise, services, and advice regarding specific investments and strategies in the state of New Hampshire. The sub-adviser functions as an extension of Berger and Berman Management, Inc., bringing additional specialized knowledge to better manage the investments within the region. This agreement defines the roles, responsibilities, and expectations of both parties involved. It also includes key clauses such as compensation and payment terms, termination clauses, confidentiality, indemnification, and limitations of liability. The terms and conditions of the agreement may vary depending on the specific circumstances and objectives of the arrangement. Keywords: New Hampshire, Sub-Advisory Agreement, Berger and Berman Management, Inc., legally binding contract, third-party sub-adviser, compliance, investment adviser, services, expertise, investments, strategies, roles, responsibilities, expectations, compensation, payment terms, termination clauses, confidentiality, indemnification, limitations of liability. Different types of New Hampshire Sub-Advisory Agreement of Berger and Berman Management, Inc. may include variations based on the specific investment focus, duration of the agreement, or scope of services provided by the sub-adviser. Some potential types could include New Hampshire Sub-Advisory Agreement for Equities, Fixed Income, Real Estate, or Specialty Investments. These variations may address particular investment classes or sectors to meet the diverse needs and objectives of clients.

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FAQ

Neuberger Berman Group LLC has chosen J.P. Morgan Clearing Corp.

Neuberger Berman is a private, independent, employee-owned investment manager?a rare structure for a large asset management firm, almost all of which are either public or owned by other financial institutions.

Neuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.

Neuberger Berman's range of fund types includes UCITS, QIAIFs and private funds, among others. They span asset classes, investment styles and geographies, offering investors a broad range of options to suit their investment objectives.

Neuberger Berman Headquarters at 1290 Avenue of the AmericasKey peopleGeorge H. Walker (CEO) William A. Arnold (CFO)ProductsInvestment management Mutual funds Equities Fixed income Private equity Hedge funds Alternative investmentsAUM$460 billion (December 31, 2021)Number of employees2,500+ (2022)6 more rows

From offices in 39 cities across 26 countries, Neuberger Berman manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.

With offices in 25 countries, Neuberger Berman's diverse team has over 2,400 professionals. For eight consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more).

Neuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.

Neuberger Berman BD LLC is a registered broker-dealer and member FINRA/SIPC.

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This sample form, a detailed Sub-advisory Agreement document, is a model for use in corporate matters. The language is easily adapted to fit your specific ... 1. Appointment. The Adviser and the Trust hereby appoint and employ the Sub-Adviser as a discretionary portfolio manager, on the terms and conditions set forth ...Add the Sub-Advisory Agreement of Neuberger and Berman Management, Inc. for redacting. Click on the New Document option above, then drag and drop the sample ... The Sub-Adviser agrees that it will provide the Manager with a written list of brokers and dealers that are affiliates of the Sub-Adviser and will, from time to ... Mar 31, 2023 — This Brochure provides information about the qualifications and business practices of Neuberger. Berman Investment Advisers LLC (“NBIA”). If you ... Use this form to open an account for a trust, estate, corporation, partnership or qualified retirement plan (not for your personal IRA). Trusted Contact Form Contract Review Committee Membership and Purposes. The Contract Review Committee (“Committee”) of the Neuberger Berman Funds (the “Funds”). Form N-CSR is to be used by management investment companies to file reports with the Commission not later than 10 days after the transmission to stockholders of ... Oct 30, 2019 — Under the New Sub-Advisory Agreement by and between CRM and the Manager, the Manager is responsible for all fees payable to the Subadviser ... This brochure provides information about the qualifications and business practices of The Colony Group, LLC. If you have any questions.

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New Hampshire Sub-Advisory Agreement of Neuberger and Berman Management, Inc.