Macquarie Asset Management Credit Advisers US, LLC

RIASEC RegisteredEst. 2016
Total AUM
$526M
Discretionary
$432M
82% of AUM
Avg account
$65.7M
Accounts
8
Employees
166
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
284788
Registered since
September 2, 2016
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles67.61%
  • Insurance Companies32.39%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Macquarie Asset Management Credit Advisers US, LLC is a limited liability company that operates as a fund provider focused on institutional clients. The adviser is SEC-registered (since 2016) and is classified in FINTRX data as a private equity fund and other fund provider rather than a traditional capital allocator. Its advisory scope emphasizes portfolio management for pooled investment vehicles and for businesses or institutions, and its fee structures include asset-based fees and performance-based components. The firm reports active ESG investing practices and lists ownership as a domestic entity or individual. It does not identify as a multi-state adviser or pension consultant, nor as a related adviser. The organization also reports a wide set of industry affiliations and roles: broker-dealer, other investment adviser, registered municipal advisor, registered security-based swap dealer, commodity pool operator/commodity trading advisor, futures commission merchant, banking or thrift institution, trust company, insurance company, real estate broker, and sponsor or GP/managing member of pooled investment vehicles.

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • William Fink

    William Fink

    Chief Compliance OfficerCRD 2778339

Contacts

3 of 4
  • Vivek Bommi

    Vivek Bommi

    Head of Leveraged Credit SalesCRD 5018018

  • Anders Christiansen

    Anders Christiansen

    TreasurerCRD 7749681

  • Harlan Cherniak

    Harlan Cherniak

    Global Head of Infrastructure DebtCRD 7402050

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
660 5th Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth