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 an SEC-registered institutional RIA formed as an LLC and registered in 2023. The firm serves institutional clients and structures its fees as a combination of a percentage of AUM and performance-based fees. Its advisory work centers on portfolio management for investment companies and for businesses or institutions. The firm is not designated as a capital allocator, does not market itself as an active ESG investor, and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

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

Owners & executives

3 of 3
  • Susan Terenzio

    Chief Compliance OfficerCRD 5653809

  • Moses Awe

    Chief Financial OfficerCRD 8065871

  • Aaron Kless

    Aaron Kless

    Chief Executive Officer & Chief Investment OfficerCRD 4852975

Contacts

1 of 1
  • Kimberly Spacek

    Kimberly Spacek

    Head of Capital FormationCRD 3048880

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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