LOANCORE CAPITAL CREDIT ADVISOR LLC

RIASEC RegisteredEst. 2018
Total AUM
$7.9B
Discretionary
$21.7M
0% of AUM
Avg account
$2.6B
Accounts
3
Employees
48
Advisory reps
5

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
293737
Registered since
April 30, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Loancore Capital Credit Advisor LLC is a credit-focused hedge fund adviser that manages pooled investment vehicles for institutional clients. The firm’s mandate centers on credit strategies — corporate debt, private credit and structured/ collateralized debt — and it operates as an adviser and sponsor/GP for pooled vehicles. Fee arrangements combine a percentage-of-AUM management fee with performance-based fees, reflecting a traditional hedge-fund economics profile. The firm does not position itself as a broad capital allocator or an active ESG investor; instead it concentrates on yield- and credit-driven opportunities across both liquid and less liquid markets. Investment activity emphasizes advisory portfolio management for pooled funds rather than direct retail advisory relationships. That structure supports concentrated, large-scale exposures to credit instruments and related alternative sectors, while the firm’s organizational role as managing member or GP means it undertakes portfolio construction, risk oversight and implementation for the funds it sponsors.

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

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Client base

Client personas

Owners & executives

3 of 4
  • TYLER SHEA

    Chief Operating Officer & Chief Financial OfficerCRD 6927499

  • STEPHEN JONES

    Chief Credit OfficerCRD 2408516

  • MARC STERNBERG

    Chief Compliance OfficerCRD 5626668

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Contacts

1 of 1
  • PAUL STEPAN

    Managing DirectorCRD 3219584

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
55 Railroad Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth