OFS CLO MANAGEMENT, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 288373
- Registered since
- June 19, 2017
- Website
- www.ofsmanagement.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4TOD REICHERT
Managing Director, Chief Administrative OfficerCRD 6774417
BILAL RASHID
President, Chief Executive OfficerCRD 4060309
MUKYA PORTER
Chief Compliance OfficerCRD 4775531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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