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NEUBERGER BERMAN LOAN ADVISERS IV LLC

CRD 324282File 801-127324
APPROVED
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.07B
Top 25% of cohort (national)
Discretionary AUM
$6.07B
Clients
13
13 accounts
Employees
3
Top 25% of cohort in IL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Feb 10, 2023
Principal office
190 SOUTH LASALLE STREET, SUITE 2400, CHICAGO, IL, 60603
Phone
312-325-7700

Assets & accounts

ADV Item 5F
Total regulatory AUM
$6.07B
Discretionary AUM
$6.07B
Non-discretionary AUM
$0
Discretionary accounts
13
Non-discretionary accounts
0
Total accounts
13
AUM per client
$467.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5Not reported
Non-U.S. personsFewer than 5Not reported
Insurance companiesFewer than 5Not reported
Charitable organizationsFewer than 5Not reported
Other investment advisersFewer than 5Not reported
High net worth individualsFewer than 5Not reported
Pooled investment vehicles13$6.07B
Banking or thrift institutionsFewer than 5Not reported
Pension and profit sharing plansFewer than 5Not reported
State or municipal government entitiesFewer than 5Not reported
Individuals (other than high net worth individuals)Fewer than 5Not reported

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11D2

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.