BH Credit Management LLC

RIASEC RegisteredEst. 2022
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$456M
Accounts
3
Employees
55
Advisory reps
4

Firm details

Headquarters
Dallas, Texas
CRD number
317505
Registered since
January 18, 2022
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

BH Credit Management LLC is a privately organized LLC that registered with the SEC in 2022 and positions itself as a manager of securitized asset pools for institutional clients. The firm’s business centers on running pooled investment vehicles rather than providing individual account advisory. It charges clients on a percentage-of-assets-under-management basis and identifies as an active ESG investor. Organizationally, BH Credit Management serves in sponsor and managing member roles for its funds and operates as an adviser to those pooled vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Cory Martin

    Cory Martin

    CEO, Executive Director, Portfolio ManagerCRD 2737566

  • Hannah Ackels

    Hannah Ackels

    Director & Chief Compliance OfficerCRD 5750104

  • Erin Sisson

    Erin Sisson

    Managing Director, Chief Financial OfficerCRD 7593428

Contacts

1 of 1
  • Travis Unterbrink

    CRD 8331478

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
2200 Ross Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth