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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:20 AM ET

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Stephen Wright

Named as an officer, director or promoter on SEC Form D filings · NY, IL · Jan 8, 2019 → Oct 9, 2026

52deals (issuers)
$15.34Breported sold
3,391investors
191Form D filings
2019–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Stephen Wright is listed as an executive officer and director on 191 SEC Form D filings by 52 issuers between Jan 2019 and Oct 2026. Largest by amount reported sold: NEUBERGER BERMAN HIGH INCOME FUND LLC (Chicago, IL — pooled investment fund — 2019–2026; $2.18B reported sold to 82 investors), Neuberger Berman U.S. Equity Index PutWrite Fund LLC (New York, NY — pooled investment fund — 2019–2026; $2.17B reported sold to 74 investors), Neuberger Berman Opportunistic Capital Solutions Fund (Delaware) LP (New York, NY — pooled investment fund — 2020–2022; $1.67B reported sold to 549 investors), Neuberger Berman (PF) Strategic Multi-Sector Fixed Income Fund LLC (New York, NY — pooled investment fund — 2020–2026; $1.24B reported sold to 32 investors), Strategic Partnership Fund NB LLC (New York, NY — pooled investment fund — 2019–2026; $1.22B reported sold to 1 investors) and 47 more (all listed below).

What this means That is a lot of deals — 52 separate companies raised money with this person listed as executive officer and director, over about 7 years. Across those companies the filings report $15.34B sold in total.

Listed alongside Joseph Amato (178 shared filings), Neuberger Berman Investment Advisers LLC (167 shared filings, management entity), Bradley C. Tank (78 shared filings), Kenneth deRegt (77 shared filings), John Douglas Kramer (60 shared filings) and 38 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Stephen. Each name links to their own page.

50 of the issuers belong to the sponsor group Neuberger Berman (147 issuers, $29.01B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Neuberger Berman has 147 companies on file and $29.01B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 1 SEC release, 11 bankruptcy cases matching the name listed in Key records below.

What this means 12 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 191 public filings for Stephen Wright and found 7 differences, 1 worth asking the sponsor about: Paid seller listed without a CRD number: Shizugin TM Securities Co., Limited; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Stephen Wright has not run yet — it is joining a line of 13,296 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

1 SEC release

Craig J. Shaber, Stephen R. Wright, and Bonaventure Capital, Ltd., et al.; and 2DoTrade, Inc., George Russell Taylor, Barry William Gewin aka Barry Peters, Eric T. Landis, Dominic Roelandt, Michael D. Karsch, L. Van Stillman, David A. Wood, Jr., Clinton Walker, Oxford and Hayes, Ltd., FG & P Consulting, Ltd., Hackney Holdings, Ltd., Weston Partners, Inc., Infiniti Corporate Services, Ltd., Argo Financial, Ltd., 21st Equity Partners, Inc., MCG Partners, Inc., and LMR, Ltd. Litigation release
SEC · Sep 30, 2003 · Parties as named in the release: Craig J. Shaber, Stephen R. Wright, and Bonaventure Capital, Ltd., et al.; and 2DoTrade, Inc., George Russell Taylor, Barry William Gewin aka Barry Peters, Eric T. Landis, Dominic Roelandt, Michael D. Karsch, L. Van Stillman, David A. Wood, Jr., Clinton Walker, Oxford and Hayes, Ltd., FG & P Consulting, Ltd., Hackney Holdings, Ltd., Weston Partners, Inc., Infiniti Corporate Services, Ltd., Argo Financial, Ltd., 21st Equity Partners, Inc., MCG Partners, Inc., and LMR, Ltd. Read the release ↗
same full name in the release title; 2 people with this name in Form D filings; the person's filing state is named in the release
What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Stephen Wright..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

11 cases: 2 open, 9 closed (disposition not in docket feed)

Stephen K. Wright and Christina M. Wright open
United States Bankruptcy Court, C.D. Illinois · No. 26-70206 · Filed Feb 27, 2026
Role of Stephen K. Wright and Christina M. Wright: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 213 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (IL)
Stephen G Wright, Jr open
United States Bankruptcy Court, N.D. Illinois · No. 25-16526 · Filed Oct 27, 2025
Role of Stephen G Wright, Jr: Debtor · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same full name (a name found in 213 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (IL)
Stephen L. Wright and Brenda W. Wright closed
United States Bankruptcy Court, N.D. New York · No. 21-30397 · Filed May 16, 2021 · Closed Sep 21, 2021
Role of Stephen L. Wright and Brenda W. Wright: Debtor · Outcome: Case closed 2021-09-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 213 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (NY)
Stephen K Wright and Krista A Wright closed
United States Bankruptcy Court, C.D. Illinois · No. 13-71534 · Filed Aug 5, 2013 · Closed Aug 8, 2014
Role of Stephen K Wright and Krista A Wright: Debtor · Outcome: Case closed 2014-08-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 213 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (IL)
Stephen R. Wright closed
United States Bankruptcy Court, W.D. New York · No. 2-07-22163 · Filed Aug 29, 2007 · Closed Jul 5, 2012
Role of Stephen R. Wright: Debtor · Outcome: Case closed 2012-07-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 213 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (NY)
Stephen Wright closed
United States Bankruptcy Court, S.D. New York · No. 06-11923 · Filed Aug 16, 2006 · Closed May 22, 2007
Role of Stephen Wright: Debtor · Outcome: Case closed 2007-05-22 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 213 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (NY)
Stephen J. Wright and Darcy A. Wright closed
United States Bankruptcy Court, W.D. New York · No. 1-99-13408 · Filed Jun 15, 1999 · Closed Oct 8, 1999
Role of Stephen J. Wright and Darcy A. Wright: Debtor · Outcome: Case closed 1999-10-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 213 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (NY)
Stephen G Wright closed
United States Bankruptcy Court, E.D. New York · No. 8-97-89158 · Filed Dec 5, 1997 · Closed Oct 19, 2001
Role of Stephen G Wright: Debtor · Outcome: Case closed 2001-10-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 213 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (NY)
Stephen H. Wright and Alice G. Wright closed
United States Bankruptcy Court, N.D. New York · No. 96-13210 · Filed Jun 17, 1996 · Closed Jan 13, 1997
Role of Stephen H. Wright and Alice G. Wright: Debtor · Outcome: Case closed 1997-01-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 213 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (NY)
Stephen G Wright closed
United States Bankruptcy Court, E.D. New York · No. 8-95-81628 · Filed Mar 22, 1995 · Closed Jan 8, 1998
Role of Stephen G Wright: Debtor · Outcome: Case closed 1998-01-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 213 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (NY)
Stephen D. Wright and Mary Jane Wright closed
United States Bankruptcy Court, N.D. New York · No. 92-63519 · Filed Nov 13, 1992 · Closed Mar 29, 1994
Role of Stephen D. Wright and Mary Jane Wright: Debtor · Outcome: Case closed 1994-03-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 213 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (NY)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

7 differences found between the filings for Stephen Wright — 1 worth asking about (compared the newest 50 of 191 filings on Oct 24, 2026; older filings not covered)

Worth asking · Dec 15, 2025

Paid seller listed without a CRD number: Shizugin TM Securities Co., Limited — REDI Core Rated Note Series 3, a series trust of Neuberger Berman Real Estate Debt Income Fund Umbrella Unit Trust 1

Shizugin TM Securities Co., Limited is listed as receiving sales compensation on 1 filing (Dec 15, 2025) with no FINRA CRD number given.

What this means People paid to sell securities normally hold a FINRA registration with a CRD number. Without one we cannot look them up on BrokerCheck. Ask who they are and whether they are registered.

Form D · Dec 15, 2025 ↗BrokerCheck search: Shizugin TM Securities Co., Limited ↗REDI Core Rated Note Series 3, a series trust of Neuberger Berman Real Estate Debt Income Fund Umbrella Unit Trust 1 — PartnerFacts page ↗
Sources
Note · Oct 30, 2025 – Dec 15, 2025

Form D filed 46 days after the first sale — REDI Core Rated Note Series 3, a series trust of Neuberger Berman Real Estate Debt Income Fund Umbrella Unit Trust 1

The filing says the first sale was Oct 30, 2025. The Form D was filed Dec 15, 2025 — 46 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 31 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Dec 15, 2025 ↗REDI Core Rated Note Series 3, a series trust of Neuberger Berman Real Estate Debt Income Fund Umbrella Unit Trust 1 — PartnerFacts page ↗
Sources
Note · Jul 2, 2019 – Jun 13, 2022

4 role changes for the same people across filings

Stephen Wright's role changed at Neuberger Berman Emerging Market Debt - Hard Currency Fund LLC: director → executive officer, director · Stephen Wright's role changed at Neuberger Berman U.S. Equity Index PutWrite Fund LLC: director → executive officer, director · Stephen Wright's role changed at Neuberger Berman Emerging Market Debt - Local Currency Fund LLC: director → executive officer, director · Stephen Wright's role changed at Neuberger Berman U.S. Equity Index PutWrite Fund LLC: executive officer, director → director

What this means Roles on Form D are self-reported. Ask who runs the company today.

Form D · Jun 14, 2021 ↗Form D/A · Jun 13, 2022 ↗Stephen Wright — PartnerFacts page ↗Neuberger Berman Emerging Market Debt - Hard Currency Fund LLC — PartnerFacts page ↗
Sources
Note · Jan 30, 2017 – Jul 14, 2025

5 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Neuberger Berman Emerging Market Debt - Hard Currency Fund LLC (latest filing Jul 14, 2025) · No amendment in the last 12 months on an offering that may still be open — Neuberger Berman Tactical Macro Master Fund LP (latest filing May 22, 2025) · No amendment in the last 12 months on an offering that may still be open — Neuberger Berman International Small Cap Fund L.P. (latest filing May 3, 2024) · No amendment in the last 12 months on an offering that may still be open — Neuberger Berman Loan Advisers Holdings IV (Delaware) LP (latest filing Apr 17, 2024) · No amendment in the last 12 months on an offering that may still be open — Neuberger Berman Loan Advisers Holdings IV (Cayman) LP (latest filing Apr 17, 2024)

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Jul 14, 2025 ↗Neuberger Berman Emerging Market Debt - Hard Currency Fund LLC — PartnerFacts page ↗Form D/A · May 22, 2025 ↗Neuberger Berman Tactical Macro Master Fund LP — PartnerFacts page ↗
Sources
Note · Apr 24, 2015 – Sep 9, 2015

Same name, different state: "Stephen Wright" (CA) is a separate record

This page covers filings where the address state is NY or IL. A separate record, "Stephen Wright" with address state CA, is listed on 2 filings — most recently by ZENERGY COMMERCE FUND I, LP (Sep 9, 2015). The two records do not overlap in time: this page runs Jan 8, 2019 to Oct 9, 2026; the other runs Apr 24, 2015 to Sep 9, 2015.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Stephen Wright (CA) — PartnerFacts page ↗Form D · Sep 9, 2015 ↗ZENERGY COMMERCE FUND I, LP — PartnerFacts page ↗Stephen Wright (NY,IL) — this page ↗
Sources
Note · Dec 30, 2015 – Jan 19, 2017

4 address changes between filings

Address moved from Chicago, IL to New York, NY — NEUBERGER BERMAN RISK PARITY FUND LTD. · Address moved from Chicago, IL to New York, NY — NEUBERGER BERMAN HIGH INCOME FUND LLC · Address moved from Chicago, IL to New York, NY — Neuberger Berman Short Duration Emerging Market Debt Fund LLC · Address moved from New York, NY to Chicago, IL — NEUBERGER BERMAN RISK PARITY FUND LTD.

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Form D/A · Dec 16, 2016 ↗Form D/A · Jan 19, 2017 ↗NEUBERGER BERMAN RISK PARITY FUND LTD. — PartnerFacts page ↗Form D/A · Jan 11, 2016 ↗
Sources
Note · Jul 8, 2025 – Jul 15, 2026

Minimum investment changed between filings — Neuberger Berman Hedged Cryptocurrency Volatility Fund LLC

The Jul 8, 2025 filing lists a minimum of $5,000,000; the Jul 15, 2026 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jul 8, 2025 ↗Form D/A (later) · Jul 15, 2026 ↗Neuberger Berman Hedged Cryptocurrency Volatility Fund LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 191 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

14 of 52 offerings report sales commissions totalling $8,005,050; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 9, 2026 D/A
Neuberger Berman (PF) Strategic Multi-Sector Fixed Income Fund LLC
File 021-375356
$1,833,059 (est.)$0$0N/A no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Jul 15, 2026 D/A
Neuberger Berman Hedged Cryptocurrency Volatility Fund LLC
File 021-408242
$71,160$0$0N/A no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Jul 14, 2026 D/A
Neuberger Berman Short Duration Emerging Market Debt Fund LLC
File 021-229812
$282,640 (est.)$0$0N/A no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Jul 14, 2026 D/A
Neuberger Berman U.S. Equity Index PutWrite Fund LLC
File 021-280705
$299,333 (est.)$0$0N/A no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Jul 14, 2026 D/A
Neuberger Berman Emerging Market Debt - Local Currency Fund LLC
File 021-358212
$86,523$0$0N/A no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Jul 14, 2026 D/A
VANTAGE PARTNERS, L.P.
File 021-405701
$0$0$0N/A no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Jul 14, 2026 D/A
VANTAGE GROWTH PARTNERS, L.P.
File 021-405698
$0$0$0N/A no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Jul 9, 2026 D
Neuberger Taiwan Equity Fund Ltd.
File 021-590123
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Jun 10, 2026 D/A
NEUBERGER BERMAN RISK PARITY FUND LTD.
File 021-223268
$413,969 (est.)$0 (est.)$0 (est.)None no CRD number reported
via NEUBERGER BERMAN BD LLC (CRD 2908 ↗)
EDGAR ↗
May 29, 2026 D/A
Strategic Partnership Fund NB LLC
File 021-294274
$1,020,096 (est.)$0$0. no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
May 22, 2026 D/A
Neuberger Berman Tactical Macro (Onshore) Fund LP
File 021-425871
$0$0$0N/A no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
May 22, 2026 D/A
Neuberger Berman Tactical Macro (Offshore) Fund LP
File 021-425869
$0$0$0N/A no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Apr 7, 2026 D/A
NEUBERGER BERMAN HIGH INCOME FUND LLC
File 021-65852
$952,634 (est.)$0$0N/A no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Jan 16, 2026 D/A
Neuberger Berman Tactical Macro Enhanced Master Fund LP
File 021-502122
$0$0$0N/A no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Jan 16, 2026 D/A
Neuberger Berman Tactical Macro Enhanced (Offshore) Fund LP
File 021-502124
$8,389$0$0N/A no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Jan 12, 2026 D/A
Neuberger Berman Tactical Macro Enhanced (Onshore) Fund LP
File 021-502119
$0$0$0N/A no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Dec 15, 2025 D
REDI Core Rated Note Series 3, a series trust of Neuberger Berman Real Estate Debt Income Fund Umbrella Unit Trust 1
File 021-566726
$0$0$0Shizugin TM Securities Co., Limited no CRD number reportedEDGAR ↗
Jul 14, 2025 D/A
Neuberger Berman Emerging Market Debt - Hard Currency Fund LLC
File 021-402732
$0$0$0N/A no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
May 22, 2025 D/A
Neuberger Berman Tactical Macro Master Fund LP
File 021-425867
$0$0$0N/A no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
May 3, 2024 D/A
Neuberger Berman International Small Cap Fund L.P.
File 021-280295
$0$0$0NEUBERGER BERMAN BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Apr 17, 2024 D/A
Neuberger Berman Loan Advisers Holdings IV (Cayman) LP
File 021-479001
$0$0$0Not applicable no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Apr 17, 2024 D/A
Neuberger Berman Loan Advisers Holdings IV (Delaware) LP
File 021-479002
$0$0$0Not applicable no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Feb 13, 2024 D/A
Neuberger Berman Loan Advisers Holdings III (Cayman) LP
File 021-384939
$284,206$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Dec 18, 2023 D
REDI Core Rated Note Series 2, a series trust of Neuberger Berman Real Estate Debt Income Fund Umbrella Unit Trust 1
File 021-500024
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
May 4, 2023 D/A
Neuberger Berman Emerging Markets Equity Select Fund L.P.
File 021-362197
$0$0$0NEUBERGER BERMAN BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
May 4, 2023 D/A
Neuberger Berman Emerging Markets Equity Select Fund Ltd.
File 021-378953
$0$0$0NEUBERGER BERMAN BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Nov 30, 2022 D/A
NB Crossover & Partner Equity Fund I (Cayman) LP
File 021-423300
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Nov 30, 2022 D/A
NB Crossover & Partner Equity Fund I (Delaware) LP
File 021-423301
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Nov 30, 2022 D/A
NB Crossover & Partner Equity Master Fund I LP
File 021-423302
$0$0$0None listed on this filingEDGAR ↗
Mar 8, 2022 D
NB CAPE Co-Invest Fund III LP
File 021-436381
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Mar 1, 2022 D/A
Neuberger Berman Opportunistic Capital Solutions Fund (Delaware) LP
File 021-361466
$1,894,518 (est.)$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Brooklands Capital Strategies BD, L.P. BrokerCheck CRD 281951 ↗		EDGAR ↗
Feb 1, 2022 D
NB Cape Co-Invest Fund II LP
File 021-431693
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Dec 14, 2021 D
NB Cape Co-Invest Fund I LP
File 021-424831
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Dec 10, 2021 D/A
Neuberger Berman Opportunistic Capital Solutions Fund (Cayman) LP
File 021-382840
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
Brooklands Capital Strategies BD, LP BrokerCheck CRD 281951 ↗		EDGAR ↗
Jun 21, 2021 D/A
Neuberger Berman Emerging Market Debt Fund LLC
File 021-217094
$383,763 (est.)$0$0N/A no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
May 6, 2021 D
Kantor Private Opportunities VI LP
File 021-398498
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Apr 20, 2021 D
Kantor Private Opportunities V LP
File 021-396361
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Apr 12, 2021 D/A
Neuberger Berman CLO Opportunity Fund LP
File 021-364675
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Apr 12, 2021 D/A
Neuberger Berman CLO Opportunity Offshore Fund LP
File 021-364678
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Mar 22, 2021 D
Kantor Private Opportunities IV LP
File 021-393083
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Feb 5, 2021 D/A
Neuberger Berman Global Equity Index PutWrite Fund LLC
File 021-278557
$45,511 (est.)$0$0N/A no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Jan 27, 2021 D
Kantor Private Opportunities II LP
File 021-387432
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Jan 12, 2021 D
Kantor Private Opportunities III LP
File 021-386038
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Nov 25, 2020 D
Kantor Private Opportunities I LP
File 021-381520
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Oct 27, 2020 D
NBOKS Co-Invest Fund I LP
File 021-378943
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Oct 20, 2020 D/A
Neuberger Berman Loan Advisers Holdings II (Cayman) LP
File 021-352283
$0$0$0Not applicable no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Oct 20, 2020 D/A
Neuberger Berman Loan Advisers Holdings II LP
File 021-352422
$0$0$0Not applicable no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Oct 20, 2020 D
Neuberger Berman Loan Advisers Holdings II (Delaware) LP
File 021-378398
$0$0$0Not applicable no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
Apr 7, 2020 D
Neuberger Berman Loan Advisers Sidecar (Delaware) LP
File 021-364489
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 1908 ↗EDGAR ↗
Apr 7, 2020 D
Neuberger Berman Loan Advisers Sidecar (Cayman) LP
File 021-364491
$0$0$0Neuberger Berman BD LLC BrokerCheck CRD 2908 ↗EDGAR ↗
Jan 14, 2020 D/A
Neuberger Berman Senior Floating Rate Income Fund LLC
File 021-196418
$0$0$0None listed on this filingEDGAR ↗
Jan 18, 2019 D/A
Orchard Square Partners Credit Fund Ltd
File 021-139410
$429,249 (est.)$0$0OCP Capital, LLC BrokerCheck CRD 143381 ↗
n/a no CRD number reported
via Neuberger Berman BD LLC (CRD 2908 ↗)
EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 52

Every issuer that named Stephen Wright on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman (PF) Strategic Multi-Sector Fixed Income Fund LLC

New York, NY · Sep 11, 2020 → Oct 9, 2026 · 8 filings
  • Oct 9, 2026 · D/A · $1,240,203,109 sold of Indefinite · 32 investors · min. $10,000,000 · role: Director (Director of Manager of Issuer) EDGAR ↗
  • Oct 8, 2025 · D/A · $943,759,500 sold of Indefinite · 23 investors · min. $10,000,000 · role: Director (Director of Manager of Issuer) EDGAR ↗
  • Sep 23, 2024 · D/A · $705,032,000 sold of Indefinite · 19 investors · min. $10,000,000 · role: Director (Director of Manager of Issuer) EDGAR ↗
  • Sep 22, 2023 · D/A · $598,295,000 sold of Indefinite · 14 investors · min. $10,000,000 · role: Director (Director of Manager of Issuer) EDGAR ↗
  • Sep 22, 2022 · D/A · $417,760,000 sold of Indefinite · 11 investors · min. $10,000,000 · role: Director (Director of Manager of Issuer) EDGAR ↗
  • Sep 22, 2021 · D/A · $255,500,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Director (Director of Manager of Issuer) EDGAR ↗
  • Mar 30, 2021 · D/A · $175,000,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Director (Director of Manager of Issuer) EDGAR ↗
  • Sep 11, 2020 · D · $87,500,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Director (Director of Manager of Issuer) EDGAR ↗

Raised $1.24B from 32 investors as of the latest filing. Stephen is listed as director on 8 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Hedged Cryptocurrency Volatility Fund LLC

New York, NY · Jul 29, 2021 → Jul 15, 2026 · 6 filings
  • Jul 15, 2026 · D/A · $64,426,020 sold of Indefinite · 73 investors · min. $100,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jul 8, 2025 · D/A · $63,626,020 sold of Indefinite · 70 investors · min. $5,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jul 12, 2024 · D/A · $63,001,000 sold of Indefinite · 69 investors · min. $5,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jul 11, 2023 · D/A · $39,380,587 sold of Indefinite · 60 investors · min. $5,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jul 29, 2022 · D/A · $61,601,000 sold of Indefinite · 64 investors · min. $5,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jul 29, 2021 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗

Raised $64.4M from 73 investors as of the latest filing. Stephen is listed as executive officer, director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Short Duration Emerging Market Debt Fund LLC

New York, NY · Jan 8, 2019 → Jul 14, 2026 · 10 filings
  • Jul 14, 2026 · D/A · $457,271,000 sold of Indefinite · 7 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jul 14, 2025 · D/A · $457,271,000 sold of Indefinite · 7 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jul 15, 2024 · D/A · $457,271,000 sold of Indefinite · 7 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Apr 11, 2024 · D/A · $457,271,000 sold of Indefinite · 7 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Apr 14, 2023 · D/A · $457,271,000 sold of Indefinite · 7 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jun 30, 2022 · D/A · $457,271,000 sold of Indefinite · 7 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jun 30, 2021 · D/A · $455,771,000 sold of Indefinite · 7 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Dec 17, 2020 · D/A · $455,771,000 sold of Indefinite · 7 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jan 3, 2020 · D/A · $141,771,000 sold of Indefinite · 6 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jan 8, 2019 · D/A · $141,771,000 sold of Indefinite · 6 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗

Raised $457.3M from 7 investors as of the latest filing. Stephen is listed as executive officer, director on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Emerging Market Debt - Local Currency Fund LLC

New York, NY · Jan 16, 2020 → Jul 14, 2026 · 9 filings
  • Jul 14, 2026 · D/A · $75,001,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the Manager of the Issuer) EDGAR ↗
  • Jul 14, 2025 · D/A · $75,001,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the Manager of the Issuer) EDGAR ↗
  • Jul 15, 2024 · D/A · $75,001,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the Manager of the Issuer) EDGAR ↗
  • Apr 11, 2024 · D/A · $75,001,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the Manager of the Issuer) EDGAR ↗
  • Apr 14, 2023 · D/A · $75,001,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the Manager of the Issuer) EDGAR ↗
  • Jun 30, 2022 · D/A · $75,001,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the Manager of the Issuer) EDGAR ↗
  • Jun 30, 2021 · D/A · $75,001,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the Manager of the Issuer) EDGAR ↗
  • Jan 6, 2021 · D/A · $75,001,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Director (Director of Manager of Issuer) EDGAR ↗
  • Jan 16, 2020 · D · $75,001,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Director (Director of Manager of Issuer) EDGAR ↗

Raised $75M from 2 investors as of the latest filing. Stephen is listed as executive officer, director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman U.S. Equity Index PutWrite Fund LLC

New York, NY · Jan 8, 2019 → Jul 14, 2026 · 12 filings
  • Jul 14, 2026 · D/A · $2,166,336,567 sold of Indefinite · 74 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jul 14, 2025 · D/A · $2,161,346,567 sold of Indefinite · 73 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jul 15, 2024 · D/A · $2,120,471,567 sold of Indefinite · 71 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Apr 11, 2024 · D/A · $2,118,921,567 sold of Indefinite · 71 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Apr 14, 2023 · D/A · $2,091,396,567 sold of Indefinite · 67 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jun 30, 2022 · D/A · $2,042,301,856 sold of Indefinite · 63 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jun 30, 2021 · D/A · $1,445,801,856 sold of Indefinite · 45 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Feb 5, 2021 · D/A · $1,444,201,856 sold of Indefinite · 44 investors · min. $10,000,000 · role: Director (Director of Manager of Issuer) EDGAR ↗
  • Feb 6, 2020 · D/A · $1,209,804,856 sold of Indefinite · 41 investors · min. $10,000,000 · role: Director (Director of Manager of Issuer) EDGAR ↗
  • Jul 2, 2019 · D/A · $961,569,856 sold of Indefinite · 40 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Apr 4, 2019 · D/A · $955,569,856 sold of Indefinite · 40 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jan 8, 2019 · D/A · $663,139,334 sold of Indefinite · 37 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗

Raised $2.17B from 74 investors as of the latest filing. Stephen is listed as executive officer, director on 12 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VG
Pooled Investment Fund · group: Neuberger Berman

VANTAGE GROWTH PARTNERS, L.P.

New York, NY · Jul 9, 2021 → Jul 14, 2026 · 7 filings
  • Jul 14, 2026 · D/A · $17,528,322 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of General Partner of Issuer) EDGAR ↗
  • Jul 14, 2025 · D/A · $17,528,322 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of General Partner of Issuer) EDGAR ↗
  • Jul 15, 2024 · D/A · $17,528,322 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of General Partner of Issuer) EDGAR ↗
  • Apr 11, 2024 · D/A · $17,528,322 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of General Partner of Issuer) EDGAR ↗
  • Apr 14, 2023 · D/A · $17,028,322 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of General Partner of Issuer) EDGAR ↗
  • Jul 8, 2022 · D/A · $17,028,322 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of General Partner of Issuer) EDGAR ↗
  • Jul 9, 2021 · D · $17,028,322 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of General Partner of Issuer) EDGAR ↗

Raised $17.5M from 2 investors as of the latest filing. Stephen is listed as executive officer, director on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VP
Pooled Investment Fund · group: Neuberger Berman

VANTAGE PARTNERS, L.P.

New York, NY · Jul 9, 2021 → Jul 14, 2026 · 7 filings
  • Jul 14, 2026 · D/A · $13,484,644 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of General Partner of Issuer) EDGAR ↗
  • Jul 14, 2025 · D/A · $13,484,644 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of General Partner of Issuer) EDGAR ↗
  • Jul 15, 2024 · D/A · $13,484,644 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of General Partner of Issuer) EDGAR ↗
  • Apr 11, 2024 · D/A · $13,484,644 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of General Partner of Issuer) EDGAR ↗
  • Apr 14, 2023 · D/A · $12,916,644 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of General Partner of Issuer) EDGAR ↗
  • Jul 8, 2022 · D/A · $12,852,644 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of General Partner of Issuer) EDGAR ↗
  • Jul 9, 2021 · D · $12,602,644 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of General Partner of Issuer) EDGAR ↗

Raised $13.5M from 13 investors as of the latest filing. Stephen is listed as executive officer, director on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NT
Pooled Investment Fund · group: Neuberger Berman

Neuberger Taiwan Equity Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Jul 9, 2026
  • Jul 9, 2026 · D · $150,010,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Director EDGAR ↗

Raised $150M from 2 investors as of the latest filing. Stephen is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

NEUBERGER BERMAN RISK PARITY FUND LTD.

Grand Cayman, Cayman Islands (as filed: E9) · Jan 16, 2019 → Jun 10, 2026 · 11 filings
  • Jun 10, 2026 · D/A · $790,036,329 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Jun 25, 2025 · D/A · $790,036,329 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Jul 2, 2024 · D/A · $790,036,329 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 3, 2024 · D/A · $790,036,329 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Apr 6, 2023 · D/A · $611,036,329 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Sep 30, 2022 · D/A · $609,036,329 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Oct 1, 2021 · D/A · $609,036,329 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 11, 2021 · D/A · $609,036,329 sold of Indefinite · 6 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 11, 2020 · D/A · $541,036,329 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Mar 12, 2019 · D/A · $521,036,329 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗
  • Jan 16, 2019 · D/A · $521,036,329 sold of Indefinite · 5 investors · min. $100,000 · role: Director EDGAR ↗

Raised $790M from 6 investors as of the latest filing. Stephen is listed as director on 11 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

SP
Pooled Investment Fund · group: Neuberger Berman

Strategic Partnership Fund NB LLC

New York, NY · Jan 16, 2019 → May 29, 2026 · 9 filings
  • May 29, 2026 · D/A · $1,220,536,577 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • May 29, 2025 · D/A · $1,220,536,577 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • May 31, 2024 · D/A · $1,220,536,577 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jun 1, 2023 · D/A · $1,220,536,577 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jun 6, 2022 · D/A · $1,220,536,577 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jun 9, 2021 · D/A · $1,220,536,577 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jan 14, 2021 · D/A · $1,220,536,577 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jan 14, 2020 · D/A · $620,536,577 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jan 16, 2019 · D/A · $595,536,577 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗

Raised $1.22B from 1 investor as of the latest filing. Stephen is listed as executive officer, director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Tactical Macro (Onshore) Fund LP

New York, NY · Dec 20, 2021 → May 22, 2026 · 6 filings
  • May 22, 2026 · D/A · $10,400,000 sold of Indefinite · 10 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • May 22, 2025 · D/A · $10,400,000 sold of Indefinite · 10 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • May 22, 2024 · D/A · $9,150,000 sold of Indefinite · 9 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Aug 10, 2023 · D/A · $8,391,995 sold of Indefinite · 9 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • May 22, 2023 · D/A · $8,391,995 sold of Indefinite · 9 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Dec 20, 2021 · D · $0 sold of Indefinite · 0 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗

Raised $10.4M from 10 investors as of the latest filing. Stephen is listed as executive officer, director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund

Neuberger Berman Tactical Macro (Offshore) Fund LP

Grand Cayman, Cayman Islands (as filed: E9) · Dec 20, 2021 → May 22, 2026 · 6 filings
  • May 22, 2026 · D/A · $190,282,825 sold of Indefinite · 6 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • May 23, 2025 · D/A · $190,282,825 sold of Indefinite · 6 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • May 22, 2024 · D/A · $175,682,825 sold of Indefinite · 6 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Aug 10, 2023 · D/A · $141,566,917 sold of Indefinite · 6 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • May 22, 2023 · D/A · $141,566,917 sold of Indefinite · 6 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Dec 20, 2021 · D · $0 sold of Indefinite · 0 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗

Raised $190.3M from 6 investors as of the latest filing. Stephen is listed as executive officer, director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

NEUBERGER BERMAN HIGH INCOME FUND LLC

Chicago, IL · Jan 8, 2019 → Apr 7, 2026 · 9 filings
  • Apr 7, 2026 · D/A · $2,182,641,734 sold of Indefinite · 82 investors · min. $20,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Apr 10, 2025 · D/A · $2,176,045,232 sold of Indefinite · 82 investors · min. $20,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Apr 11, 2024 · D/A · $2,153,945,232 sold of Indefinite · 82 investors · min. $20,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Apr 14, 2023 · D/A · $2,129,220,232 sold of Indefinite · 82 investors · min. $20,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jun 14, 2022 · D/A · $2,098,220,232 sold of Indefinite · 82 investors · min. $20,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jun 14, 2021 · D/A · $2,072,220,232 sold of Indefinite · 82 investors · min. $20,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jan 7, 2021 · D/A · $2,021,035,232 sold of Indefinite · 82 investors · min. $20,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jan 8, 2020 · D/A · $1,988,850,232 sold of Indefinite · 82 investors · min. $20,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jan 8, 2019 · D/A · $1,947,330,232 sold of Indefinite · 81 investors · min. $20,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗

Raised $2.18B from 82 investors as of the latest filing. Stephen is listed as executive officer, director on 9 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Tactical Macro Enhanced (Offshore) Fund LP

Grand Cayman, Cayman Islands (as filed: E9) · Jan 11, 2024 → Jan 16, 2026 · 3 filings
  • Jan 16, 2026 · D/A · $24,010,000 sold of Indefinite · 4 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Jan 10, 2025 · D/A · $21,510,000 sold of Indefinite · 3 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Jan 11, 2024 · D · $12,510,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗

Raised $24M from 4 investors as of the latest filing. Stephen is listed as executive officer, director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Tactical Macro Enhanced Master Fund LP

Grand Cayman, Cayman Islands (as filed: E9) · Jan 11, 2024 → Jan 16, 2026 · 3 filings
  • Jan 16, 2026 · D/A · $31,220,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Jan 10, 2025 · D/A · $21,620,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Jan 11, 2024 · D · $12,520,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗

Raised $31.2M from 2 investors as of the latest filing. Stephen is listed as executive officer, director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Tactical Macro Enhanced (Onshore) Fund LP

New York, NY · Jan 11, 2024 → Jan 12, 2026 · 3 filings
  • Jan 12, 2026 · D/A · $7,210,000 sold of Indefinite · 9 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Jan 10, 2025 · D/A · $110,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Jan 11, 2024 · D · $10,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗

Raised $7.21M from 9 investors as of the latest filing. Stephen is listed as executive officer, director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

RC
Pooled Investment Fund · group: Neuberger Berman

REDI Core Rated Note Series 3, a series trust of Neuberger Berman Real Estate Debt Income Fund Umbrella Unit Trust 1

Chicago, IL · Dec 15, 2025
  • Dec 15, 2025 · D · $50,000,000 sold of $3,000,000,000 · 1 investors · min. $650,000 · role: Director (Director of the Sole Member of the Issuer's Manager) EDGAR ↗

Raised $50M from 1 investor (2% of the $3B target) as of the latest filing. Stephen is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Emerging Market Debt - Hard Currency Fund LLC

New York, NY · Jun 14, 2021 → Jul 14, 2025 · 6 filings
  • Jul 14, 2025 · D/A · $320,551,000 sold of Indefinite · 21 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jul 15, 2024 · D/A · $310,551,000 sold of Indefinite · 20 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Apr 11, 2024 · D/A · $310,551,000 sold of Indefinite · 20 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Apr 14, 2023 · D/A · $310,551,000 sold of Indefinite · 20 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jun 13, 2022 · D/A · $310,551,000 sold of Indefinite · 20 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jun 14, 2021 · D · $187,801,000 sold of Indefinite · 17 investors · min. $10,000,000 · role: Director (Director of Manager of Issuer) EDGAR ↗

Raised $320.6M from 21 investors as of the latest filing. Stephen is listed as executive officer, director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund

Neuberger Berman Tactical Macro Master Fund LP

Grand Cayman, Cayman Islands (as filed: E9) · Dec 20, 2021 → May 22, 2025 · 5 filings
  • May 22, 2025 · D/A · $152,037,261 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • May 22, 2024 · D/A · $152,037,261 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Aug 10, 2023 · D/A · $152,037,261 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • May 22, 2023 · D/A · $152,037,261 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Managing Director of the General Partner) EDGAR ↗
  • Dec 20, 2021 · D · $0 sold of Indefinite · 0 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗

Raised $152M from 2 investors as of the latest filing. Stephen is listed as executive officer, director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman International Small Cap Fund L.P.

New York, NY · Feb 5, 2020 → May 3, 2024 · 6 filings
  • May 3, 2024 · D/A · $1,000,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer (Managing Director of the General Partner of Issuer) EDGAR ↗
  • May 4, 2023 · D/A · $1,000,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer (Managing Director of the General Partner of Issuer) EDGAR ↗
  • Feb 2, 2023 · D/A · $1,000,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer (Managing Director of the General Partner of Issuer) EDGAR ↗
  • Feb 3, 2022 · D/A · $1,000,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer (Managing Director of the General Partner of Issuer) EDGAR ↗
  • Feb 4, 2021 · D/A · $1,000,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer (Managing Director of the General Partner of Issuer) EDGAR ↗
  • Feb 5, 2020 · D/A · $1,000,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer (Managing Director of the General Partner of Issuer) EDGAR ↗

Raised $1M from 1 investor as of the latest filing. Stephen is listed as executive officer on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Loan Advisers Holdings IV (Delaware) LP

Chicago, IL · Apr 17, 2023 → Apr 17, 2024 · 2 filings
  • Apr 17, 2024 · D/A · $50,940,000 sold of Indefinite · 27 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗
  • Apr 17, 2023 · D · $33,775,000 sold of Indefinite · 20 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $50.9M from 27 investors as of the latest filing. Stephen is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Loan Advisers Holdings IV (Cayman) LP

Chicago, IL · Apr 17, 2023 → Apr 17, 2024 · 2 filings
  • Apr 17, 2024 · D/A · $162,426,000 sold of Indefinite · 49 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗
  • Apr 17, 2023 · D · $22,874,231 sold of Indefinite · 21 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $162.4M from 49 investors as of the latest filing. Stephen is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Loan Advisers Holdings III (Cayman) LP

New York, NY · Dec 31, 2020 → Feb 13, 2024 · 4 filings
  • Feb 13, 2024 · D/A · $40,612,800 sold of Indefinite · 7 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 7, 2023 · D/A · $40,612,800 sold of Indefinite · 7 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Feb 1, 2022 · D/A · $40,612,800 sold of Indefinite · 7 investors · min. $100,000 · role: Executive Officer EDGAR ↗
  • Dec 31, 2020 · D · $13,732,800 sold of Indefinite · 3 investors · min. $100,000 · role: Executive Officer EDGAR ↗

Raised $40.6M from 7 investors as of the latest filing. Stephen is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

RC
Pooled Investment Fund · group: Neuberger Berman

REDI Core Rated Note Series 2, a series trust of Neuberger Berman Real Estate Debt Income Fund Umbrella Unit Trust 1

Chicago, IL · Dec 18, 2023
  • Dec 18, 2023 · D · $97,760,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the Sole Member of the Issuer's Manager) EDGAR ↗

Raised $97.8M from 1 investor as of the latest filing. Stephen is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Emerging Markets Equity Select Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Oct 27, 2020 → May 4, 2023 · 5 filings
  • May 4, 2023 · D/A · $193,182,039 sold of Indefinite · 2 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Jan 10, 2023 · D/A · $193,182,039 sold of Indefinite · 2 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Nov 17, 2022 · D/A · $193,182,039 sold of Indefinite · 2 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Nov 17, 2021 · D/A · $193,182,039 sold of Indefinite · 2 investors · min. $10,000,000 · role: Director EDGAR ↗
  • Oct 27, 2020 · D · $176,182,039 sold of Indefinite · 2 investors · min. $10,000,000 · role: Director EDGAR ↗

Raised $193.2M from 2 investors as of the latest filing. Stephen is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Emerging Markets Equity Select Fund L.P.

New York, NY · Mar 6, 2020 → May 4, 2023 · 5 filings
  • May 4, 2023 · D/A · $4,001,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer (Managing Director of the General Partner of Issuer) EDGAR ↗
  • Jan 5, 2023 · D/A · $4,000,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer (Managing Director of the General Partner of Issuer) EDGAR ↗
  • Jan 6, 2022 · D/A · $4,000,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer (Managing Director of the General Partner of Issuer) EDGAR ↗
  • Mar 4, 2021 · D/A · $4,000,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer (Managing Director of the General Partner of Issuer) EDGAR ↗
  • Mar 6, 2020 · D · $4,000,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer (Managing Director of the General Partner of Issuer) EDGAR ↗

Raised $4M from 2 investors as of the latest filing. Stephen is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NC
Pooled Investment Fund · group: Neuberger Berman

NB Crossover & Partner Equity Fund I (Delaware) LP

New York, NY · Dec 2, 2021 → Nov 30, 2022 · 2 filings
  • Nov 30, 2022 · D/A · $319,555,500 sold of Indefinite · 389 investors · min. $100,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗
  • Dec 2, 2021 · D · $306,905,500 sold of Indefinite · 354 investors · min. $100,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $319.6M from 389 investors as of the latest filing. Stephen is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NC
Pooled Investment Fund · group: Neuberger Berman

NB Crossover & Partner Equity Master Fund I LP

New York, NY · Dec 2, 2021 → Nov 30, 2022 · 2 filings
  • Nov 30, 2022 · D/A · $355,150,500 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗
  • Dec 2, 2021 · D · $325,450,500 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $355.2M from 2 investors as of the latest filing. Stephen is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NC
Pooled Investment Fund · group: Neuberger Berman

NB Crossover & Partner Equity Fund I (Cayman) LP

New York, NY · Dec 2, 2021 → Nov 30, 2022 · 2 filings
  • Nov 30, 2022 · D/A · $35,595,000 sold of Indefinite · 47 investors · min. $100,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗
  • Dec 2, 2021 · D · $18,545,000 sold of Indefinite · 38 investors · min. $100,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $35.6M from 47 investors as of the latest filing. Stephen is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NC
Pooled Investment Fund · group: Neuberger Berman

NB CAPE Co-Invest Fund III LP

New York, NY · Mar 8, 2022
  • Mar 8, 2022 · D · $9,405,000 sold of $9,405,000 · 37 investors · min. $100,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $9.4M from 37 investors (100% of the $9.4M target) as of the latest filing. Stephen is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Opportunistic Capital Solutions Fund (Delaware) LP

New York, NY · Feb 27, 2020 → Mar 1, 2022 · 4 filings
  • Mar 1, 2022 · D/A · $1,669,500,000 sold of $2,200,000,000 · 549 investors · min. $1,000,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗
  • Dec 10, 2021 · D/A · $1,368,100,000 sold of $1,500,000,000 · 533 investors · min. $1,000,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗
  • Mar 1, 2021 · D/A · $1,010,290,000 sold of $1,500,000,000 · 429 investors · min. $1,000,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗
  • Feb 27, 2020 · D · $0 sold of $1,500,000,000 · 0 investors · min. $1,000,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $1.67B from 549 investors (76% of the $2.2B target) as of the latest filing. Stephen is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NC
Pooled Investment Fund · group: Neuberger Berman

NB Cape Co-Invest Fund II LP

New York, NY · Feb 1, 2022
  • Feb 1, 2022 · D · $24,825,000 sold of $24,825,000 · 17 investors · min. $100,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $24.8M from 17 investors (100% of the $24.8M target) as of the latest filing. Stephen is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NC
Pooled Investment Fund · group: Neuberger Berman

NB Cape Co-Invest Fund I LP

New York, NY · Dec 14, 2021
  • Dec 14, 2021 · D · $11,880,000 sold of $11,880,000 · 31 investors · min. $100,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $11.9M from 31 investors (100% of the $11.9M target) as of the latest filing. Stephen is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Opportunistic Capital Solutions Fund (Cayman) LP

Grand Cayman, Cayman Islands (as filed: E9) · Dec 10, 2020 → Dec 10, 2021 · 2 filings
  • Dec 10, 2021 · D/A · $253,130,000 sold of $1,500,000,000 · 97 investors · min. $50,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗
  • Dec 10, 2020 · D · $5,800,000 sold of $1,500,000,000 · 22 investors · min. $50,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $253.1M from 97 investors (17% of the $1.5B target) as of the latest filing. Stephen is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Emerging Market Debt Fund LLC

New York, NY · Jan 8, 2019 → Jun 21, 2021 · 4 filings
  • Jun 21, 2021 · D/A · $428,015,468 sold of Indefinite · 25 investors · min. $10,000,000 · role: Director (Director of Manager of Issuer) EDGAR ↗
  • Jun 22, 2020 · D/A · $420,515,468 sold of Indefinite · 25 investors · min. $10,000,000 · role: Director (Director of Manager of Issuer) EDGAR ↗
  • Jul 8, 2019 · D/A · $408,195,468 sold of Indefinite · 25 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jan 8, 2019 · D/A · $383,195,468 sold of Indefinite · 24 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗

Raised $463M from 25 investors as of the latest filing. Stephen is listed as director, executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

KP
Pooled Investment Fund · group: Neuberger Berman

Kantor Private Opportunities VI LP

New York, NY · May 6, 2021
  • May 6, 2021 · D · $69,423,750 sold of Indefinite · 157 investors · min. $100,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $69.4M from 157 investors as of the latest filing. Stephen is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

KP
Pooled Investment Fund · group: Neuberger Berman

Kantor Private Opportunities V LP

New York, NY · Apr 20, 2021
  • Apr 20, 2021 · D · $25,335,000 sold of Indefinite · 129 investors · min. $100,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $25.3M from 129 investors as of the latest filing. Stephen is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman CLO Opportunity Offshore Fund LP

Grand Cayman, Cayman Islands (as filed: E9) · Apr 9, 2020 → Apr 12, 2021 · 2 filings
  • Apr 12, 2021 · D/A · $41,511,000 sold of $500,000,000 · 2 investors · min. $1,000,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗
  • Apr 9, 2020 · D · $25,000,000 sold of $500,000,000 · 1 investors · min. $1,000,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $41.5M from 2 investors (8% of the $500M target) as of the latest filing. Stephen is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman CLO Opportunity Fund LP

Chicago, IL · Apr 9, 2020 → Apr 12, 2021 · 2 filings
  • Apr 12, 2021 · D/A · $38,616,750 sold of $500,000,000 · 3 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗
  • Apr 9, 2020 · D · $18,606,750 sold of $500,000,000 · 1 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $38.6M from 3 investors (8% of the $500M target) as of the latest filing. Stephen is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

KP
Pooled Investment Fund · group: Neuberger Berman

Kantor Private Opportunities IV LP

New York, NY · Mar 22, 2021
  • Mar 22, 2021 · D · $123,725,000 sold of Indefinite · 151 investors · min. $100,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $123.7M from 151 investors as of the latest filing. Stephen is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Global Equity Index PutWrite Fund LLC

New York, NY · Jan 8, 2019 → Feb 5, 2021 · 4 filings
  • Feb 5, 2021 · D/A · $62,001,000 sold of Indefinite · 3 investors · min. $10,000,000 · role: Director (Director of Manager of Issuer) EDGAR ↗
  • Feb 6, 2020 · D/A · $50,001,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Director (Director of Manager of Issuer) EDGAR ↗
  • Jul 2, 2019 · D/A · $50,001,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jan 8, 2019 · D/A · $50,001,000 sold of Indefinite · 2 investors · min. $10,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗

Raised $62M from 3 investors as of the latest filing. Stephen is listed as director, executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

KP
Pooled Investment Fund · group: Neuberger Berman

Kantor Private Opportunities II LP

New York, NY · Jan 27, 2021
  • Jan 27, 2021 · D · $26,300,000 sold of Indefinite · 86 investors · min. $100,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $26.3M from 86 investors as of the latest filing. Stephen is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

KP
Pooled Investment Fund · group: Neuberger Berman

Kantor Private Opportunities III LP

New York, NY · Jan 12, 2021
  • Jan 12, 2021 · D · $21,074,803 sold of Indefinite · 95 investors · min. $150,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $21.1M from 95 investors as of the latest filing. Stephen is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

KP
Pooled Investment Fund · group: Neuberger Berman

Kantor Private Opportunities I LP

New York, NY · Nov 25, 2020
  • Nov 25, 2020 · D · $14,895,000 sold of Indefinite · 56 investors · min. $100,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $14.9M from 56 investors as of the latest filing. Stephen is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NC
Pooled Investment Fund · group: Neuberger Berman

NBOKS Co-Invest Fund I LP

New York, NY · Oct 27, 2020
  • Oct 27, 2020 · D · $8,700,000 sold of $8,700,000 · 47 investors · min. $25,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $8.7M from 47 investors (100% of the $8.7M target) as of the latest filing. Stephen is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Other Banking and Financial Services · group: Neuberger Berman

Neuberger Berman Loan Advisers Holdings II (Delaware) LP

Chicago, IL · Oct 20, 2020
  • Oct 20, 2020 · D · $205,460,000 sold of Indefinite · 11 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $205.5M from 11 investors as of the latest filing. Stephen is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Banking and Financial Services / 506(b) (1,630 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Other Banking and Financial Services · group: Neuberger Berman

Neuberger Berman Loan Advisers Holdings II LP

Chicago, IL · Nov 1, 2019 → Oct 20, 2020 · 2 filings
  • Oct 20, 2020 · D/A · $205,470,000 sold of Indefinite · 2 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗
  • Nov 1, 2019 · D · $10,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $205.5M from 2 investors as of the latest filing. Stephen is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Banking and Financial Services / 506(b) (1,630 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Other Banking and Financial Services · group: Neuberger Berman

Neuberger Berman Loan Advisers Holdings II (Cayman) LP

Chicago, IL · Oct 31, 2019 → Oct 20, 2020 · 2 filings
  • Oct 20, 2020 · D/A · $141,701,000 sold of Indefinite · 15 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗
  • Oct 31, 2019 · D · $74,427,000 sold of Indefinite · 6 investors · min. $5,000,000 · role: Executive Officer (Managing Director of the General Partner) EDGAR ↗

Raised $141.7M from 15 investors as of the latest filing. Stephen is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Banking and Financial Services / 506(b) (1,630 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Other Banking and Financial Services · group: Neuberger Berman

Neuberger Berman Loan Advisers Sidecar (Cayman) LP

Chicago, IL · Apr 7, 2020
  • Apr 7, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Stephen is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Banking and Financial Services / 506(b) (1,630 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Other Banking and Financial Services · group: Neuberger Berman

Neuberger Berman Loan Advisers Sidecar (Delaware) LP

Chicago, IL · Apr 7, 2020
  • Apr 7, 2020 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Stephen is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Banking and Financial Services / 506(b) (1,630 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

NB
Pooled Investment Fund · group: Neuberger Berman

Neuberger Berman Senior Floating Rate Income Fund LLC

Chicago, IL · Jan 15, 2019 → Jan 14, 2020 · 2 filings
  • Jan 14, 2020 · D/A · $619,407,353 sold of Indefinite · 3 investors · min. $20,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗
  • Jan 15, 2019 · D/A · $619,407,353 sold of Indefinite · 3 investors · min. $20,000,000 · role: Executive Officer, Director (Director and Managing Director of Manager of Issuer) EDGAR ↗

Raised $619.4M from 3 investors as of the latest filing. Stephen is listed as executive officer, director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

OS
Pooled Investment Fund · group: Neuberger Berman

Orchard Square Partners Credit Fund Ltd

Grand Cayman, Cayman Islands (as filed: E9) · Jan 18, 2019
  • Jan 18, 2019 · D/A · $307,378,345 sold of Indefinite · 142 investors · min. $100,000 · role: Executive Officer, Director EDGAR ↗

Raised $884.8M from 999 investors as of the latest filing. Stephen is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other pages with the same name (1)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Stephen Wright — CA, 2 issuers, Apr 24, 2015 → Sep 9, 2015 · no shared issuer

People around Stephen 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

NB
Management entity

Neuberger Berman Investment Advisers LLC

Promoter, Executive Officer · 167 shared filings (44 issuers) · also on 47 other issuers

Neuberger Berman Investment Advisers LLC is on 91 issuers in total — a repeat sponsor. Their page lists every one.

NB
Management entity

Neuberger Berman Investment Advisers LLC

Promoter · 4 shared filings (3 issuers) · also on 24 other issuers

Neuberger Berman Investment Advisers LLC is on 27 issuers in total — a repeat sponsor. Their page lists every one.

NC
Management entity

NB CLO Opportunity Fund GP LLC

Promoter · 4 shared filings (2 issuers)

Listed on the same filings as Stephen Wright. Their page shows their other deals.

NB
Management entity

Neuberger Berman Loan Advisers Holdings GP LLC

Executive Officer · 2 shared filings (2 issuers) · also on 3 other issuers

Neuberger Berman Loan Advisers Holdings GP LLC is on 5 issuers in total — a repeat sponsor. Their page lists every one.

NA
Management entity

NBLA III Associates LP

Promoter · 2 shared filings (1 issuer)

Listed on the same filings as Stephen Wright. Their page shows their other deals.

NC
Management entity

NBOKS Co-Invest Fund GP LLC

Promoter · 1 shared filing (1 issuer)

Listed on the same filings as Stephen Wright. Their page shows their other deals.

DN
Management entity

Douglas NB Equity Management GP LLC

Promoter · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Stephen Wright. Their page shows their other deals.

JA
No photo found yet (own website and image search run after this page is viewed)
Person

Joseph Amato

Director, Executive Officer · 178 shared filings (46 issuers) · also on 72 other issuers

Joseph Amato is on 118 issuers in total — a repeat sponsor. Their page lists every one.

BT
No photo found yet (own website and image search run after this page is viewed)
Person

Bradley C. Tank

Director, Executive Officer · 78 shared filings (18 issuers) · also on 38 other issuers

Bradley C. Tank is on 56 issuers in total — a repeat sponsor. Their page lists every one.

KD
No photo found yet (own website and image search run after this page is viewed)
Person

Kenneth deRegt

Director, Executive Officer · 77 shared filings (18 issuers) · also on 11 other issuers

Kenneth deRegt is on 29 issuers in total — a repeat sponsor. Their page lists every one.

JK
No photo found yet (own website and image search run after this page is viewed)
Person

John Douglas Kramer

Executive Officer, Director · 60 shared filings (18 issuers) · also on 27 other issuers

John Douglas Kramer is on 45 issuers in total — a repeat sponsor. Their page lists every one.

RE
No photo found yet (own website and image search run after this page is viewed)
Person

Robert Eason

Director, Executive Officer · 59 shared filings (31 issuers) · also on 4 other issuers

Robert Eason is on 35 issuers in total — a repeat sponsor. Their page lists every one.

LK
No photo found yet (own website and image search run after this page is viewed)
Person

Lawrence Kohn

Director, Executive Officer · 57 shared filings (31 issuers) · also on 12 other issuers

Lawrence Kohn is on 43 issuers in total — a repeat sponsor. Their page lists every one.

VR
No photo found yet (own website and image search run after this page is viewed)
Person

Vanessa Rosenthal

Executive Officer, Director · 45 shared filings (26 issuers) · also on 6 other issuers

Vanessa Rosenthal is on 32 issuers in total — a repeat sponsor. Their page lists every one.

AB
No photo found yet (own website and image search run after this page is viewed)
Person

Ashok Bhatia

Director, Executive Officer · 30 shared filings (12 issuers) · also on 6 other issuers

Ashok Bhatia is on 18 issuers in total — a repeat sponsor. Their page lists every one.

BT
No photo found yet (own website and image search run after this page is viewed)
Person

Brad Tank

Executive Officer, Director · 30 shared filings (21 issuers) · also on 6 other issuers

Brad Tank is on 27 issuers in total — a repeat sponsor. Their page lists every one.

HZ
No photo found yet (own website and image search run after this page is viewed)
Person

Heather Zuckerman

Executive Officer, Director · 29 shared filings (12 issuers) · also on 21 other issuers

Heather Zuckerman is on 33 issuers in total — a repeat sponsor. Their page lists every one.

RS
No photo found yet (own website and image search run after this page is viewed)
Person

Robert Surgent

Executive Officer, Director · 23 shared filings (6 issuers)

Robert Surgent is on 6 issuers in total — a repeat sponsor. Their page lists every one.

JK
No photo found yet (own website and image search run after this page is viewed)
Person

J. Douglas Kramer

Executive Officer, Director · 14 shared filings (3 issuers) · also on 10 other issuers

J. Douglas Kramer is on 13 issuers in total — a repeat sponsor. Their page lists every one.

JA
No photo found yet (own website and image search run after this page is viewed)
Person

Joe Amato

Executive Officer · 9 shared filings (5 issuers)

Joe Amato is on 5 issuers in total — a repeat sponsor. Their page lists every one.

AB
No photo found yet (own website and image search run after this page is viewed)
Person

ANNE BRENNAN

Director · 4 shared filings (2 issuers) · also on 4 other issuers

ANNE BRENNAN is on 6 issuers in total — a repeat sponsor. Their page lists every one.

KD
No photo found yet (own website and image search run after this page is viewed)
Person

Ken deRegt

Executive Officer, Director · 3 shared filings (3 issuers) · also on 2 other issuers

Ken deRegt is on 5 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

NB
Sponsor group

Neuberger Berman

147 issuers · 661 filings · $29.01B reported sold · 2009–2026

One team, 147 deal companies. Stephen Wright is listed on 50 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Stephen Wright.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 47 of the 52 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Neuberger Berman (PF) Strategic Multi-Sector Fixed Income Fund LLC, Neuberger Berman Hedged Cryptocurrency Volatility Fund LLC, Neuberger Berman U.S. Equity Index PutWrite Fund LLC, Neuberger Berman Emerging Market Debt Fund LLC, Neuberger Berman Short Duration Emerging Market Debt Fund LLC, Neuberger Berman Emerging Market Debt - Local Currency Fund LLC, VANTAGE PARTNERS, L.P., VANTAGE GROWTH PARTNERS, L.P., Neuberger Taiwan Equity Fund Ltd., NEUBERGER BERMAN RISK PARITY FUND LTD., Strategic Partnership Fund NB LLC, Neuberger Berman Tactical Macro (Onshore) Fund LP, Neuberger Berman Tactical Macro (Offshore) Fund LP, NEUBERGER BERMAN HIGH INCOME FUND LLC, Neuberger Berman Tactical Macro Enhanced Master Fund LP, Neuberger Berman Tactical Macro Enhanced (Offshore) Fund LP, Neuberger Berman Tactical Macro Enhanced (Onshore) Fund LP, Neuberger Berman Emerging Market Debt - Hard Currency Fund LLC, Neuberger Berman Tactical Macro Master Fund LP, Neuberger Berman International Small Cap Fund L.P., Neuberger Berman Emerging Markets Equity Select Fund L.P., Neuberger Berman Emerging Markets Equity Select Fund Ltd., NB Crossover & Partner Equity Master Fund I LP, NB Crossover & Partner Equity Fund I (Delaware) LP, NB Crossover & Partner Equity Fund I (Cayman) LP, NB CAPE Co-Invest Fund III LP, Neuberger Berman Opportunistic Capital Solutions Fund (Delaware) LP, NB Cape Co-Invest Fund II LP, NB Cape Co-Invest Fund I LP, Neuberger Berman Opportunistic Capital Solutions Fund (Cayman) LP, Kantor Private Opportunities VI LP, Kantor Private Opportunities V LP, Neuberger Berman CLO Opportunity Offshore Fund LP, Neuberger Berman CLO Opportunity Fund LP, Kantor Private Opportunities IV LP, Neuberger Berman Global Equity Index PutWrite Fund LLC, Kantor Private Opportunities II LP, Kantor Private Opportunities III LP, Kantor Private Opportunities I LP, NBOKS Co-Invest Fund I LP, Neuberger Berman Loan Advisers Holdings II LP, Neuberger Berman Loan Advisers Holdings II (Cayman) LP, Neuberger Berman Loan Advisers Holdings II (Delaware) LP, Neuberger Berman Loan Advisers Sidecar (Cayman) LP, Neuberger Berman Loan Advisers Sidecar (Delaware) LP, Neuberger Berman Senior Floating Rate Income Fund LLC, Orchard Square Partners Credit Fund Ltd.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Stephen Wright by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 52 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Stephen Wright is listed on: none on file. No website or social profile named in NEUBERGER BERMAN HIGH INCOME FUND LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #33,822 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Chicago, IL). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗New York WebCivil Supreme ↗Cook County Clerk of Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

New York Secretary of State business search ↗Illinois Secretary of State business search ↗OpenCorporates ↗

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