CHICAGO ATLANTIC BDC ADVISERS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$342M
Discretionary
$342M
100% of AUM
Avg account
$342M
Accounts
1
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
312723
Registered since
March 11, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Chicago Atlantic Bdc Advisers, LLC is an institutional-focused investment adviser that provides portfolio management for investment companies. The firm operates as a limited liability company and is organized to serve institutional clients through pooled investment vehicles where it can act as sponsor or general partner. Its advisory mandate emphasizes active management of a single investment-company client, with compensation structured as a percentage of assets under management plus performance-based fees. Chicago Atlantic Bdc Advisers, LLC does not position itself as an ESG-focused manager and is not categorized as a capital allocator; instead, it runs investment programs and sponsors/operates pooled vehicles while maintaining broker-dealer and other adviser affiliations.

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 3
  • THOMAS GEOFFROY

    Chief Financial OfficerCRD 6309701

  • Peter Sack

    Chief Executive OfficerCRD 8245132

  • UMESH MAHAJAN

    Co-Chief Investment OfficerCRD 4709780

Contacts

3 of 4
  • Andrew Lovitt

    General CounselCRD 7448797

  • WILLIAM HEALY

    PartnerCRD 2292314

  • SCOTT GORDON

    Executive Chairman of the BoardCRD 2329806

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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

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
600 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth