MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC

RIASEC RegisteredEst. 2016
Total AUM
$201M
Discretionary
$99.8M
50% of AUM
Avg account
$101M
Accounts
2
Employees
10
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, Other
Client types
  • Insurance Companies100%
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 has been registered with the SEC since 2016. The firm primarily focuses on portfolio management for institutional clients, emphasizing a range of investment strategies that include active ESG investing. As a domestic entity, it operates without affiliations to multi-state advisory networks or newly formed advisory firms. Its classification remains unclassified, and it does not act as a capital allocator. The firm employs a fee structure based on a percentage of assets under management, alongside other fee arrangements.

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: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • WILLIAM FINK

    Chief Compliance OfficerCRD 2778339

Contacts

3 of 4
  • VIVEK BOMMI

    Head of Leveraged Credit SalesCRD 5018018

  • Anders Christiansen

    TreasurerCRD 7749681

  • HARLAN CHERNIAK

    Global Head of Infrastructure DebtCRD 7402050

Unlock 1 more contacts

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth