NB ALTERNATIVES ADVISERS LLC
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+1 YoYRank #1376 of mapped providers
Assets under administration$15.6B0.0%Market share · rank #883
Fees received$2MMedian $110,000/planSum across Schedule C direct + indirect
Net wins YoY+24 won · 2 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 ALTERNATIVES ADVISERS LLC plan look like?
Service mix · median fees per plan
Count of plans where NB ALTERNATIVES ADVISERS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 6 | $97,073 | |
Investment management fees paid indirectly by plan; Other feesCode 52 | 2 | $138,839 | |
Direct payment from the plan; Other investment fees and expenses; Investment management fees paid directly by planCode 50 | 1 | $571,759 |
Competitor overlap
Percent of NB ALTERNATIVES ADVISERS LLC'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 ALTERNATIVES ADVISERS LLC.
| Sponsor | From | Assets |
|---|---|---|
CITIGROUP INC.CT · 521568099-020 | ELM MONEY MANAGEMENT LLC | $10.0B |
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001 | NEUBERGER BERMAN | $1.8B |
SHEET METAL WORKERS PENSION FUND OF LOCAL UNIONPA · 231494364-001 | BENESYS, INC. | $487M |
BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUNDLA · 726025640-001 | INTECH INVESTMENT MANAGEMENT LLC | $85M |
Plans lost in 2024
Appeared last year under NB ALTERNATIVES ADVISERS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES OF THE DRIVERS AND HELPERS LOCAL NO. 355MD · 526043608-001 | GREAT LAKES ADVISORS, LLC | $666M |
BOARD OF TRUSTEES SDC - LEAGUE PENSION FUNDNY · 136634482-001 | SLEVIN & HART, P.C. | $48M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $571,759 | 1y | - |
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001 | $1.8B | 18,092 | $442,701 | 1y | - |
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUNDMD · 521058013-001 | $1.2B | 7,015 | $277,678 | 9y | - |
BD OF TRUSTEES PDC PENSION FUNDMA · 046043807-001 | $806M | 4,737 | $498,125 | 1y | - |
BOARD OF TRUSTEES INTERNATIONAL BROTHERH ELECTRICAL WORKERS PENSION PLPA · 231990722-001 | $624M | 4,626 | $84,145 | 6y | - |
SHEET METAL WORKERS PENSION FUND OF LOCAL UNIONPA · 231494364-001 | $519M | 4,207 | $110,000 | 2y | - |
INTERNATIONAL LONGSHOREMEN'S ASSOCIATION (AFL-CIO)EMPLOYERS' PEFL · 596130114-001 | $422M | 3,446 | $0 | 2y | - |
IBEW LU 654 PENSION FUND TRUSTEESNJ · 236538183-001 | $152M | 849 | $6,800 | 7y | - |
INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, INC.WI · 391034021-003 | $52M | 314 | $15,268 | 2y | - |
Flag exposure
88.9%Market: 89.2%
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 (4)
Raw Schedule C names collapsed into NB ALTERNATIVES ADVISERS LLC.
- ALTERNATIVES
- NB ALTERNATIVES ADVISERS LLC
- NB ALTERNATIVES ADVISERS, LLC
- NB ALTERNATIVES ADVISORS LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 ALTERNATIVES ADVISERS LLC'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 ALTERNATIVES ADVISERS LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent