Neuberger Berman is a firm that provides investment management, fiduciary trustee, financial advisor, commercial bank, and audit accounting to nonprofit clients. They primarily provide their services regionally, with most clients in New York and California (although they are present in other states as well).
Most Neuberger Berman clients are individual and family services, outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, and child and youth services with revenues ranging from $13 million to $56 million.
Previous legal names, trade names, or just variations of their name include: Neuberger Berman LLC; Neuberger and Berman; Newberger Berman; Neuberger Berman - Bolton Group; and Neuberger Berman Income Plus FD LP Via K-1.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Chicago Community Trust | 501(c)(3) | Chicago, IL | ||
| 2 | US Committee for Refugees and Immigrants (USCRI) | 501(c)(3) | Arlington, VA | ||
| 3 | Second Harvest Heartland | 501(c)(3) | Brooklyn Park, MN | ||
| 4 | American Committee and the Weizmann Institute of Science | 501(c)(3) | New York, NY | ||
| 5 | BronxWorks | 501(c)(3) | Bronx, NY | ||
| 6 | Healthcare Information and Management Systems Society (HIMSS) | 501(c)(6) | Chicago, IL | ||
| 7 | American College of Physicians (ACP) | 501(c)(3) | Philadelphia, PA | ||
| 8 | The Institutes of Applied Human Dynamics (IAHD) | 501(c)(3) | Tarrytown, NY | ||
| 9 | Heartland Alliance for Human Needs and Rights | 501(c)(3) | Chicago, IL | ||
| 10 | Michigan Humane | 501(c)(3) | Detroit, MI | ||
| ... | and 940 more Neuberger Berman not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Neuberger Berman in the nonprofit sector include The Segal Company, Capfinancial Partners, LLC, JP Morgan Chase, TIAA, Fidelity Investments, Global Retirement Partners LLC, Wells Fargo Bank, Merrill Lynch, Great-West Life and Annuity Insurance Co., and Mutual Of America Life Insurance Company.
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