Eagle Point Income Management LLC

RIASEC RegisteredEst. 2018
Total AUM
$458M
Discretionary
$458M
100% of AUM
Avg account
$458M
Accounts
1
Employees
66
Advisory reps
4

Firm details

Headquarters
Greenwich, Connecticut
CRD number
299198
Registered since
October 12, 2018
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Eagle Point Income Management LLC is a Delaware-style limited liability company operating as an institutional registered investment adviser. The firm has been SEC-registered since 2018 and positions itself to serve institutional clients, charging fees as a percentage of assets under management rather than per-transaction or flat retainer fees. Its reported activities include acting as a commodity pool operator or commodity trading advisor and providing portfolio management services for investment companies. The firm is structured as a domestic entity with individual ownership and is not identified as an ESG-active manager, a multi-state adviser, a pension consultant, or a capital allocator.

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

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

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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

Intelligence for Private Wealth