NB Secondary Opportunities Fund
advisor12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2Rank #4961 of mapped providers
Assets under administration$17.7B0.0%Market share · rank #750
Fees received$362,848Median $181,424/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical NB Secondary Opportunities Fund plan look like?
Service mix · median fees per plan
Count of plans where NB Secondary Opportunities Fund ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Direct payment from the planCode 28 | 2 | $148,539 |
Competitor overlap
Percent of NB Secondary Opportunities Fund's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under NB Secondary Opportunities Fund.
| Sponsor | From | Assets |
|---|---|---|
TRUIST FINANCIAL CORPORATIONNC · 560939887-001 | Genesis Advisors LLC | $14.7B |
Plans lost in 2024
Appeared last year under NB Secondary Opportunities Fund; not this year.
| Sponsor | To | Assets |
|---|---|---|
ARAMCO SHARED BENEFITS COMPANYTX · 844364434-001 | Jefferies LLC | $1.9B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUIST FINANCIAL CORPORATIONNC · 560939887-001 | $14.7B | 92,130 | $148,539 | 1y | - |
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLANNY · 135645888-333 | $3.0B | 15,292 | $214,309 | 4y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (12)
Raw Schedule C names collapsed into NB Secondary Opportunities Fund.
- NB REAL ESTATE SECONDARY OPP FD LP
- NB SEC
- NB SEC OPP OFFSHR FD IV LP
- NB SECONDARY OPP OFFSHORE FD IV LP
- NB SECONDARY OPP OFFSHORE FD V LP
- NB SECONDARY OPP OFFSHORE FUND III
- NB SECONDARY OPP OFFSHORE FUND IV
- NB SECONDARY OPP OFFSHORE FUND IV L
- NB SECONDARY OPPORTUNITIES FUND III
- NB SECONDARY OPPORTUNITIES FUND IV
- NB SECONDARY OPPORTUNITIES OFFSHORE
- NB SELECT OPPS (CAYMAN)
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for NB Secondary Opportunities Fund's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with NB Secondary Opportunities Fund. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on NB Secondary Opportunities Fund's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Kilpatrick Townsend & Stockton LLP | 1 | 50.0% |