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 a limited liability company operating as an institutional registered investment adviser. SEC registration was established in 2024 and the firm’s stated client base is institutional. Its primary advisory activity is portfolio management for investment companies, and its compensation model combines a percentage-of-assets-under-management fee with performance-based fees. The firm is not positioned as a third‑party capital allocator and does not describe itself as an active ESG investor or a multi-state adviser. The firm’s regulatory and operational footprint includes roles beyond a pure RIA: it is affiliated with broker‑dealer activity, other investment adviser functions, and is identified as a CPO or CTA and as a sponsor/GP/managing member of pooled investment vehicles. Those affiliations indicate the firm acts as manager and sponsor of pooled funds rather than acting primarily as an external allocator to separate managers.

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
  • Courtney Fandrick

    Courtney Fandrick

    Chief Compliance OfficerCRD 7240342

  • Nauman Malik

    General Counsel and Chief Compliance OfficerCRD 5755270

  • Kenneth Onorio

    Kenneth Onorio

    CFO & COOCRD 5275815

Contacts

1 of 1
  • Thomas Majewski

    Thomas Majewski

    FounderCRD 4257897

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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