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, and residential intellectual and developmental disability facilities 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 | Service Employees International Union (SEIU) | 501(c)(5) | Washington, DC | ||
| 5 | New York Road Runners | 501(c)(3) | New York, NY | ||
| 6 | BronxWorks | 501(c)(3) | Bronx, NY | ||
| 7 | Wheeler Clinic | 501(c)(3) | Plainville, CT | ||
| 8 | Healthcare Information and Management Systems Society (HIMSS) | 501(c)(6) | Chicago, IL | ||
| 9 | American College of Physicians (ACP) | 501(c)(3) | Philadelphia, PA | ||
| 10 | The Institutes of Applied Human Dynamics (IAHD) | 501(c)(3) | Tarrytown, NY | ||
| ... | and 1,004 more Neuberger Berman not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Neuberger Berman in the nonprofit sector include Fidelity Investments Institutional, Adp, US Bank, The Segal Company, JP Morgan Chase, Capfinancial Partners, LLC, Global Retirement Partners LLC, Merrill Lynch, Gallagher Benefit Services Inc, and Wells Fargo Bank.
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