Hillcrest Credit And Income Fund II Manager, LLC

RIASEC RegisteredEst. 2020
Total AUM
$490M
Discretionary
$9.1M
2% of AUM
Avg account
$163M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
288671
Registered since
January 21, 2020
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Insurance Companies82.04%
  • Pooled Investment Vehicles17.96%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hillcrest Credit And Income Fund II Manager, LLC is a limited liability company organized as a real estate fund manager and registered with the SEC in 2020. The firm serves institutional clients and operates in sponsor/GP and managing-member roles for pooled investment vehicles. Its advisory activity centers on portfolio management for pooled funds and for businesses or institutional balance sheets rather than acting as a multi-manager allocator. Fee arrangements include asset-based charges and performance-linked fees alongside other fee components. The firm does not identify as an active ESG investor and is not operating as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Kathleen Corton

    Kathleen Corton

    Chief Executive Officer, Chief Investment Officer, and Managing PartnerCRD 1375796

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

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
5 Bryant Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth