INVESTCORP CREDIT MANAGEMENT US LLC

RIASEC RegisteredEst. 2012

Total AUM

$11.5B

Discretionary

$11.5B

100% of AUM

Avg account

$295M

Accounts

39

Employees

25

Advisory reps

3

Firm details

Headquarters: New York, New York
CRD number: 165140
Registered since: August 16, 2012
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles97.11%
Insurance Companies2.77%
Corporations / Businesses0.12%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Investcorp Credit Management US LLC operates as a limited liability company and is classified as a multifaceted fund manager. Established in 2012 and registered with the SEC, the firm primarily serves institutional clients. Its business activities include portfolio management for pooled investment vehicles as well as for businesses and institutions. The firm is not an active ESG investor, and it does not engage in capital allocation. Instead, it focuses on managing assets through a variety of investment strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Other100%

Owners & executives

1 of 1

EDWARD SMITH
General Counsel & Chief Compliance OfficerCRD 4990679

Contacts

2 of 2

BRIAN MARSHALL
Portfolio ManagerCRD 2789456
COREY GEIS
Portfolio ManagerCRD 2609204

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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: 280 Park Ave
Time zone: ET (UTC-5)
Office locations

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