Midocean Credit Partners

RIASEC RegisteredEst. 2009
Total AUM
$8.5B
Discretionary
$8.5B
100% of AUM
Avg account
$211M
Accounts
40
Employees
45
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
151578
Registered since
October 14, 2009
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles93.53%
  • Corporations / Businesses4.39%
  • Investment Companies2.08%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Midocean Credit Partners is organized as a limited partnership and has been SEC-registered since 2009. The firm presents itself as a multi-strategy manager with activities spanning securitized assets, private equity and hedge fund strategies. Its client base is institutional, and it provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Midocean also operates in sponsor and general partner roles for pooled vehicles and discloses CPO/CTA activity. The firm charges a combination of asset-based and performance fees and reports being an active ESG investor. Ownership characteristics listed include domestic entities, foreign entities and individuals. The firm is not classified as a capital allocator, is not newly formed, and does not identify as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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 54%, Non-Investment Grade Corp Bonds 36%, Cash & Cash Equivalents 7%, Exchange Traded Equities 1%, Non-Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%54%
  • Other54%
  • Non-Investment Grade Corp Bonds36%
  • Cash & Cash Equivalents7%
  • Exchange Traded Equities1%
  • Non-Exchange Traded Equities1%

Owners & executives

3 of 4
  • James Virtue

    CEOCRD 1236163

  • Deborah Hodges

    Deborah Hodges

    Chief Operating Officer and Managing DirectorCRD 4632412

  • Andrew Spring

    Andrew Spring

    Chief Financial Officer, Managing Director, Portfolio ManagerCRD 4743071

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Contacts

1 of 1
  • Steven Shenfeld

    Steven Shenfeld

    PresidentCRD 1176990

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
31 W 52nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth