ANDALUSIAN CREDIT PARTNERS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$541M
Discretionary
$541M
100% of AUM
Avg account
$271M
Accounts
2
Employees
16
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
324744
Registered since
May 26, 2023
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies94.15%
  • Corporations / Businesses5.85%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Andalusian Credit Partners, LLC is a small, institutionally focused adviser that provides discretionary portfolio management for investment companies and for businesses or institutional clients. The firm is SEC-registered (2023) and operates as a limited liability company. Its client base is institutional, and its compensation model combines a percentage-of-AUM fee with performance-based fees, which is consistent with managers that run concentrated, outcome-driven mandates. The firm identifies as an active ESG investor, indicating ESG factors are part of its investment process or monitoring. The manager’s registered activities and the firm name emphasize credit-oriented strategies and bespoke allocations for institutional mandate clients, with an emphasis on structured, non‑standard assets rather than mass retail accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 88%, Cash & Cash Equivalents 12%88%
  • Other88%
  • Cash & Cash Equivalents12%

Owners & executives

2 of 2
  • Susan Terenzio

    Chief Compliance OfficerCRD 5653809

  • MOSES AWE

    Chief Financial OfficerCRD 8065871

Contacts

2 of 2
  • AARON KLESS

    Registered RepresentativeCRD 4852975

  • KIMBERLY SPACEK

    Head of Capital FormationCRD 3048880

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
40 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth