South Carolina Sub-Advisory Agreement of Neuberger and Berman Management, Inc.

State:
Multi-State
Control #:
US-CC-7-644
Format:
Word; 
Rich Text
Instant download

Description

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.
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FAQ

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 actively manages over $120bn2 of assets across its private equity platform and has been a private markets investor for more than 30 years. We believe our position within the private equity ecosystem provides differentiated access to investment opportunities as well as enhanced information.

Jonathan Bailey, Head of ESG Investing at Neuberger Berman, provides an overview of our ESG legacy and ongoing commitment across our investment platform.

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

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).

A subadvisory agreement is a legally binding agreement between a mutual fund and an advisor. These agreements outline the terms and conditions of the relationship between the fund and the advisor and what rights and responsibilities are expected of each party.

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

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

Trusted and secure by over 3 million people of the world’s leading companies

South Carolina Sub-Advisory Agreement of Neuberger and Berman Management, Inc.