Form D · Private Equity Fund

Neuberger Private Equity Retirement Fund

Woburn, MA · CIK 0002027814

Offering snapshot reported May 4, 2026 · SEC filing

Reported sold: $266M
Investors reported: 3
Minimum accepted: $50M
First sale: Jun 30, 2024

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$65,625,631 → $265,554,927
Reported investors1 → 3

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 4, 2026	Amendment	$265,554,927	$199,929,296vs Oct 22, 2025	3	SEC filing
Oct 22, 2025	Amendment	$65,625,631	No comparison	1	SEC filing
Jun 25, 2024	Amendment	Yet to sell	No comparison	0	SEC filing
Jun 21, 2024	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.11, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-516569

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Neuberger Berman BD LLC	2908

Source: Form D, filed May 4, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Global Trust Company	Director, Executive, Promoter
Nb Alternatives Advisers Llc	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Global Trust Company 12 Gill Street, Suite 2600
Woburn, MA, 01801