EAGLE POINT INCOME MANAGEMENT LLC

RIASEC RegisteredEst. 2018
Total AUM
$458M
Discretionary
$458M
100% of AUM
Avg account
$458M
Accounts
1
Employees
66
Advisory reps
4

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
299198
Registered since
October 12, 2018
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Eagle Point Income Management LLC is an SEC-registered limited liability company formed in 2018 that serves institutional clients. The firm operates under a business model oriented toward pooled investment vehicles: regulatory filings identify it as a Commodity Pool Operator (CPO) and Commodity Trading Advisor (CTA) and list portfolio management for investment companies among its advisory activities. Ownership is recorded as a combination of a domestic entity and an individual. The adviser charges fees as a percentage of assets under management, does not present itself as an active ESG investor, and is not designated as a multi-state adviser. Industry affiliations on record include broker‑dealer, other investment adviser, CPO/CTA, and sponsor/GP/managing member of pooled investment vehicles, which frames the firm more as a manager and operator of hosted investment products than as a retail wealth manager.

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
  • Courtney Fandrick

    Chief Compliance OfficerCRD 7240342

  • NAUMAN MALIK

    General Counsel and Chief Compliance OfficerCRD 5755270

  • KENNETH ONORIO

    CFO & COOCRD 5275815

Contacts

1 of 1
  • THOMAS MAJEWSKI

    FounderCRD 4257897

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth