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 investment adviser organized as a limited liability company that focuses on institutional mandates. The firm has been registered with the SEC since 2018 and charges fees as a percentage of assets under management. Its stated advisory activities include portfolio management for investment companies, and it is active as a CPO/CTA and as sponsor, general partner, or managing member of pooled investment vehicles. Eagle Point serves institutional clients rather than retail households, is not set up as a multi-state adviser, and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

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Recent M&A activity

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth