Eagle Point Enhanced Income Management LLC

RIASEC RegisteredEst. 2023
Total AUM
$124M
Discretionary
$124M
100% of AUM
Avg account
$124M
Accounts
1
Employees
90
Advisory reps
4

Firm details

Headquarters
Greenwich, Connecticut
CRD number
327357
Registered since
October 5, 2023
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Eagle Point Enhanced Income Management LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2023. The firm targets institutional clients and provides portfolio management services for investment companies. Its regulatory and business classifications identify it as a CPO/CTA and as a sponsor/GP or managing member of pooled investment vehicles, which positions the firm to run pooled funds and act as an adviser for investment-company vehicles. Eagle Point charges fees as a percentage of assets under management and is not identified as an active ESG investor or a multi-state adviser. It is not categorized as a capital allocator.

Assets & Accounts

Investments & Alternatives

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
  • 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

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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

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

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