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 limited liability company that began registration in 2021 and operates with an institutional client base. The firm provides portfolio management for investment companies and for pooled investment vehicles, and charges both a percentage-of-AUM fee and performance-based fees. It does not identify as an active ESG investor, is not a multi-state adviser, and the adviser is neither a capital allocator nor a related adviser according to filings.

Assets & Accounts

Public Holdings

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

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
  • PHILIP DANIELE

    Chief Risk OfficerCRD 6504514

  • DAMIEN DWIN

    Chief Executive OfficerCRD 2933555

  • JOYCE MARTINEAU

    Chief Compliance OfficerCRD 2166682

Unlock 1 more executives

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth