Marble Point Credit Management LLC (Greenwich)
Marble Point Credit Management LLC is a large advisory firm based in Greenwich. It manages $4.01 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Connecticut.
Marble Point Credit Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Marble Point Credit Management: assets under management
The assets under management (AUM) of Marble Point Credit Management LLC is $4.01 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and $4.01 billion of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in other assets the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Marble Point Credit Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Marble Point Credit Management serves?
The only and largest group of clients of Marble Point Credit Management is pooled investment vehicles with 10 clients and $3.92 billion of assets under management. Among the 11 most similar advisory firms, Marble Point Credit Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $3.92 billion for 10 clients. 100% of the firm’s clients are foreign persons or businesses.
Marble Point Credit Management also advises several private funds. Namely, one hedge fund and nine securitized asset funds. The minimum investment commitment required of non-related persons ranges from $0 to $500,000.
Careers at Marble Point Credit Management LLC
The company employs 16 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 35 indirect owners.Based in Greenwich
The principal office where Marble Point Credit Management LLC performs its advisory services is located at 600 Steamboat Rd, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-340-8555 or by fax 203-340-8545. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at marblepointcredit.com.
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