OFS CLO MANAGEMENT, LLC

RIASEC RegisteredEst. 2017
Total AUM
$744M
Discretionary
$744M
100% of AUM
Avg account
$186M
Accounts
4
Employees
47
Advisory reps
4

Firm details

Headquarters
CHICAGO, Illinois
CRD number
288373
Registered since
June 19, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

OFS Clo Management, LLC is an institutional-focused advisory firm that centers on pooled investment vehicles, primarily securitized asset funds. The firm operates as a limited liability company and acts not only as an adviser but also in sponsor and management roles for pooled structures. Its business mix includes portfolio management for securitized products, and it holds ancillary industry roles that span broker-dealer activity, commodity pool operations/CTA functions, real estate brokerage, and serving as sponsor or general partner for limited partnerships and other pooled vehicles. The firm charges a mix of percentage-of-AUM and performance-based fees, and it reports active ESG investing as part of its investment approach. OFS Clo Management does not operate as a capital allocator to external balance-sheet opportunities; instead its activity is concentrated on managing and structuring securitized and pooled products for institutional clients.

Assets & Accounts

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

Owners & executives

3 of 4
  • TOD REICHERT

    Managing Director, Chief Administrative OfficerCRD 6774417

  • BILAL RASHID

    President, Chief Executive OfficerCRD 4060309

  • MUKYA PORTER

    Chief Compliance OfficerCRD 4775531

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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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
222 W Adams St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth