Eagle Point Credit Management LLC
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Learn more about Eagle Point Credit Management LLC
Overview
Eagle Point Credit Management LLC is a financial advisor company headquartered in Greenwich, Connecticut. It controls $7.6 billion in assets under management over 77 client accounts, making it one of the biggest financial advisory firms in the country by assets under management (AUM). The company has an average-sized team, including 19 financial advisors. Eagle Point Credit Management LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are tradable financial assets such as options, bonds and equities.
Eagle Point Credit Management LLC manages all of the firm's accounts on a discretionary basis. Discretionary management signifies that transaction decisions are made by an investment advisor without needing to seek client consent. The investment advisory firm's average account size is $99.0 million. The typical financial advisor at Eagle Point Credit Management LLC manages around four client accounts, placing it among the most individualized financial advisor firms in the country.
Eagle Point Credit Management LLC's main office is located at 600 Steamboat Road, Greenwich, Connecticut 6830. It is allowed to serve customers in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Eagle Point Credit Management LLC by the Numbers
$7.6 billion
58
77
$99.0 million
Fee Structure
Financial advisory fees largely are based on which service is offered. Fee types billed by the company can include any blend of the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Eagle Point Credit Management LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Eagle Point Credit Management LLC provides services to investment companies, pooled investment vehicles and insurance companies. Out of its 77 accounts, Eagle Point Credit Management LLC's largest client is insurance companies. About 29% of its clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Eagle Point Credit Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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