Neuberger Berman Breton Hill Ulc (Toronto, Ontario)
Neuberger Berman Breton Hill Ulc is an adviser based in Toronto, Ontario. It manages $3.67 billion of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2018.
Neuberger Berman Breton Hill Ulc provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Neuberger Berman Breton Hill Ulc: assets under management
The assets under management (AUM) of Neuberger Berman Breton Hill Ulc is $3.67 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 80% since the beginning of its operation, and $3.03 billion of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in exchange traded securities the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Neuberger Berman Breton Hill Ulc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Heather P. Zuckerman serves?
The firm provides services to charitable organizations, pooled investment vehicles, corporations or other businesses, and state or municipal government entities. The largest group of clients of Heather P. Zuckerman is pooled investment vehicles with 7 clients and $2.96 billion of assets under management. Among the 8 most similar advisory firms, Neuberger Berman Breton Hill Ulc has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $3.67 billion for 13 clients. 77% of the firm’s clients are foreign persons or businesses.
Neuberger Berman Breton Hill Ulc also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $1,000,000.
Careers at Neuberger Berman Breton Hill Ulc
The company employs 19 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Heather P. Zuckerman has been acting as President since 1 Nov 2017. Viviana K R A Beltrametti Walker joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Toronto, Ontario
The principal office where Neuberger Berman Breton Hill Ulc performs its advisory services is located at 2 Bloor Street East,, Toronto, Ontario, M4 W 1 A8, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 647-347-9371 or by fax 437-800-5187. The normal business hours are 9-6pm on Monday - Friday. You can find more information about the New York firm at linkedin.com/company/neuberger-berman.
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