LS Bdc Adviser, LLC

RIASEC RegisteredEst. 2021
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$520M
Accounts
2
Employees
35
Advisory reps
4

Firm details

Headquarters
Miami, Florida
CRD number
313799
Registered since
April 30, 2021
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies97.95%
  • Other2.05%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

LS Bdc Adviser, LLC is an SEC-registered institutional registered investment adviser organized as a limited liability company and established in 2021. The firm serves an institutional client base and provides portfolio management for investment companies and pooled investment vehicles. Its fees include a standard percentage of assets under management alongside performance-based fee arrangements. LS Bdc Adviser is not identified as an active ESG investor, is not a multi-state adviser, and is not listed as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Public Funds/Mutual Funds 99%, Cash & Cash Equivalents 1%99%
  • Public Funds/Mutual Funds99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 4
  • Damien Dwin

    Damien Dwin

    Chief Executive OfficerCRD 2933555

  • Philip Daniele

    Philip Daniele

    Chief Risk OfficerCRD 6504514

  • Ileana Stone

    Ileana Stone

    Chief Administrative Officer and General CounselCRD 6052235

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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

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
175 Sw 7th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth