Mountain Point Credit Management LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$305M
Accounts
4
Employees
19
Advisory reps
3

Firm details

Headquarters
Greenwich, Connecticut
CRD number
330615
Registered since
May 9, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mountain Point Credit Management LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2024. The firm operates primarily as a credit-focused hedge fund manager and securitized-asset specialist, running pooled vehicles and managing portfolios for institutional clients and other businesses. Compensation is a combination of a percentage of assets under management and performance-based fees, reflecting a traditional hedge-fund economics model. Mountain Point does not identify as an active ESG investor and is not structured as a multi-state adviser, pension consultant, or related adviser. Beyond advisory roles, the firm holds multiple industry positions across the alternative-investment ecosystem: affiliations include broker-dealer activity, registration as an investment adviser outside this entity, roles as a CPO/CTA, and sponsor/GP or managing-member responsibilities for pooled investment vehicles. The firm is not positioned as a capital allocator to third-party managers.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

3 of 3
  • Courtney Fandrick

    Courtney Fandrick

    Chief Compliance OfficerCRD 7240342

  • Philip Li

    Philip Li

    Chief Financial Officer and Chief Operating OfficerCRD 4820850

  • Kelly Byrne

    Kelly Byrne

    Founder and CEOCRD 7886530

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

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
600 Steamboat Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth