BLUEROCK CREDIT FUND ADVISOR, LLC

RIASEC RegisteredEst. 2018
Total AUM
$189M
Discretionary
$189M
100% of AUM
Avg account
$189M
Accounts
1
Employees
11
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
291770
Registered since
February 2, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Bluerock Credit Fund Advisor, LLC is a limited liability company registered with the SEC in 2018 that provides institutional portfolio advisory services. The firm’s advisory mandate is portfolio management for investment companies, and its client base is institutional rather than individual investors. Fee arrangements combine a percentage-of-assets model with performance-based compensation. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Bluerock Credit Fund Advisor is domestically owned and is not classified under a specific advisory category in the snapshot data. It is not designated as a capital allocator, is not a pension consultant, and does not list any related adviser relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ROBERT KAMFAR

    Chief Executive OfficerCRD 1893262

Contacts

2 of 2
  • JORDAN RUDDY

    PresidentCRD 2506334

  • JASON EMALA

    General CounselCRD 6690509

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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
919 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth