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 SEC-registered institutional registered investment adviser formed as an LLC in 2021. The firm’s client base is institutional and its principal advisory activity is portfolio management for investment companies. Its fee model includes both a percentage-of-AUM component and performance-based fees, and it does not position itself as a capital allocator. The adviser is not identified as an active ESG investor and is not registered as a multi-state adviser. The firm’s organizational footprint includes both entity and individual ownership characteristics. It maintains several industry roles beyond advisory work: affiliations listed include broker-dealer activity, serving as an investment adviser in other capacities, and acting as sponsor, general partner, or managing member of pooled investment vehicles. Those roles suggest the firm both uses third-party managers and may sponsor or operate pooled fund structures.

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

    Thomas Geoffroy

    Chief Financial OfficerCRD 6309701

  • Peter Sack

    Chief Executive OfficerCRD 8245132

  • Umesh Mahajan

    Umesh Mahajan

    Co-Chief Investment OfficerCRD 4709780

Contacts

3 of 4
  • Andrew Lovitt

    Andrew Lovitt

    General CounselCRD 7448797

  • William Healy

    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