Eagle Point Defensive Income Management LLC

RIASEC RegisteredEst. 2024
Total AUM
$184M
Discretionary
$184M
100% of AUM
Avg account
$184M
Accounts
1
Employees
68
Advisory reps
4

Firm details

Headquarters
Greenwich, Connecticut
CRD number
328508
Registered since
February 6, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Eagle Point Defensive Income Management LLC is an SEC-registered institutional RIA formed as an LLC and registered in 2024. The firm focuses on providing portfolio management services for investment companies and serves an institutional client base. Its business model combines a percentage-of-AUM fee schedule with performance-based fees. Eagle Point is not positioned as a multi-state adviser or pension consultant, does not identify as an active ESG investor, and is not a capital allocator according to the FINTRX snapshot. The firm’s regulatory and business affiliations extend beyond traditional advisory activity: FINTRX lists roles that include broker-dealer, other investment adviser, commodity pool operator or commodity trading adviser (CPO/CTA), and sponsor/GP/managing member of pooled investment vehicles. Those roles indicate the firm operates both as an adviser to registered investment vehicles and as a sponsor or manager of private pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Kenneth Onorio

    Kenneth Onorio

    CFO & COOCRD 5275815

  • Nauman Malik

    General Counsel and Chief Compliance OfficerCRD 5755270

  • Courtney Fandrick

    Courtney Fandrick

    Chief Compliance OfficerCRD 7240342

Contacts

1 of 1
  • Thomas Majewski

    Thomas Majewski

    FounderCRD 4257897

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
600 Steamboat Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth