Eagle Point Enhanced Income Management LLC

RIASEC RegisteredEst. 2023
Total AUM
$124M
Discretionary
$124M
100% of AUM
Avg account
$124M
Accounts
1
Employees
90
Advisory reps
4

Firm details

Headquarters
Greenwich, Connecticut
CRD number
327357
Registered since
October 5, 2023
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Eagle Point Enhanced Income Management LLC is a limited liability company that provides investment management to institutional clients. The firm is SEC-registered (2023) and operates under a percentage-of-AUM fee model. Its regulated activities include acting as a commodity pool operator or commodity trading advisor (CPO/CTA) and providing portfolio management services for investment companies. Eagle Point maintains relationships across the industry as a broker-dealer affiliate and as sponsor, general partner, or managing member of pooled investment vehicles. The firm is not positioned as an ESG-focused manager and does not present itself as a multi-state or pension consultant adviser.

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

3 of 3
  • Courtney Fandrick

    Courtney Fandrick

    Chief Compliance OfficerCRD 7240342

  • Nauman Malik

    General Counsel and Chief Compliance OfficerCRD 5755270

  • Kenneth Onorio

    Kenneth Onorio

    CFO & COOCRD 5275815

Contacts

1 of 1
  • Thomas Majewski

    Thomas Majewski

    FounderCRD 4257897

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
600 Steamboat Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth