BH CREDIT MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$456M
Accounts
3
Employees
55
Advisory reps
4

Firm details

Headquarters
DALLAS, Texas
CRD number
317505
Registered since
January 18, 2022
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

BH Credit Management LLC is an SEC-registered asset manager organized as a limited liability company that concentrates on securitized credit strategies and pooled investment vehicles for institutional investors. The firm serves as adviser and sponsor/GP for its funds, taking responsibility for portfolio construction and day-to-day management of securitized asset funds. Fee arrangements are based on a percentage of assets under management. BH Credit Management also identifies itself as an active ESG investor, signaling that environmental, social and governance factors are incorporated into its selection and monitoring of securitized credit exposures. The business model is narrowly focused: portfolio management for pooled investment vehicles and direct management of securitized products rather than broad-based wealth management or retail advisory. The firm’s structure and activities — acting as managing member of pooled vehicles and using third-party private placements — indicate a manager that builds and runs closed-end or pooled credit strategies tailored to institutional balance sheets.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

3 of 3
  • Erin Sisson

    Managing Director, Chief Financial OfficerCRD 7593428

  • CORY MARTIN

    CEO, Executive Director, Portfolio ManagerCRD 2737566

  • HANNAH ACKELS

    Director & Chief Compliance OfficerCRD 5750104

Contacts

1 of 1
  • JOHN MCDONALD

    Senior Managing DirectorCRD 4621794

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

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
2200 Ross Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth