MIDOCEAN CREDIT PARTNERS
Firm details
- Headquarters
- New York, New York
- CRD number
- 151578
- Registered since
- October 14, 2009
- Website
- www.midoceanpartners.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles93.53%
- Corporations / Businesses4.39%
- Investment Companies2.08%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Midocean Credit Partners is a credit-focused investment manager that primarily serves institutional clients through pooled investment vehicles. The firm operates as a manager of securitized credit and related strategies, and its activity shows a heavy emphasis on running and advising private funds rather than retail separately managed accounts. Midocean reports using performance-based fee structures alongside traditional asset-based fees, and it is registered to provide portfolio management for pooled vehicles and for businesses or institutions. The firm also identifies itself as an active ESG investor, indicating that environmental, social and governance considerations are incorporated into its investment process. Regulatory filings list the firm as operating in commodity pool/CTA-type activities in addition to conventional advisory responsibilities, which suggests experience in structured credit, derivatives or other trading strategies used within its funds. Midocean’s client base is institutional, and its business model centers on sponsoring and managing pooled securitized credit vehicles as well as hedge and private equity-style funds.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other54%
- Non-Investment Grade Corp Bonds36%
- Cash & Cash Equivalents7%
- Exchange Traded Equities1%
- Non-Exchange Traded Equities1%
Owners & executives
3 of 4DANA CAREY
Chairman & Chief Investment OfficerCRD 3064429
JAMES VIRTUE
CEOCRD 1236163
ANDREW SPRING
Chief Financial Officer, Managing Director, Portfolio ManagerCRD 4743071
Contacts
1 of 1STEVEN SHENFELD
PresidentCRD 1176990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, 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
- NEW YORK
- Address
- 245 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ELDRIDGE CREDIT ADVISERS, LLC
RIANew York, NY
DOUGLAS C. LANE & ASSOCIATES
RIANew York, NY
VISTA CREDIT PARTNERS, L.P.
RIANew York, NY
VISE AI ADVISORS
RIANew York, NY
BLACKSTONE MULTI-ASSET ADVISORS L.L.C.
RIANew York, NY
GRESHAM INVESTMENT MANAGEMENT LLC
RIANew York, NY