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 investment adviser (registered in 2024) organized as a limited liability company that serves institutional clients. The firm’s stated advisory activity centers on portfolio management for investment companies, which suggests its primary business is managing pooled or fund structures rather than retail wrap or individual advisory accounts. Its client base and fee profile—percentage-of-AUM plus performance-based fees—point to an active, results-driven approach with alignment between manager compensation and investment performance. The firm is not positioned as an ESG investor and does not operate as a multi-state adviser. It is classified as an unclassified adviser and is not identified as a capital allocator; instead, its activity profile leans toward sponsor/manager roles and direct portfolio management for investment company vehicles. Affiliations listed alongside the firm include broker-dealer relationships and roles as a sponsor, general partner or managing member of pooled investment vehicles, indicating Eagle Point Defensive Income Management LLC operates at the intersection of fund sponsorship and adviser responsibilities.

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
  • Courtney Fandrick

    Chief Compliance OfficerCRD 7240342

  • NAUMAN MALIK

    General Counsel and Chief Compliance OfficerCRD 5755270

  • KENNETH ONORIO

    CFO & COOCRD 5275815

Contacts

1 of 1
  • 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