Mountain Point Credit Management LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$305M
Accounts
4
Employees
19
Advisory reps
3

Firm details

Headquarters
Greenwich, Connecticut
CRD number
330615
Registered since
May 9, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mountain Point Credit Management LLC is a private credit and structured-credit manager organized as an LLC and SEC-registered in 2024. The firm operates as a manager of pooled investment vehicles and provides portfolio management services to businesses and institutional clients. Its client base is institutional, and its fee model combines an asset-based charge with performance fees. Mountain Point is classified operationally as a hedge fund manager and a securitized-asset manager, and it reports relationships across the financial-services ecosystem, including affiliations with broker-dealers, other investment advisers, commodity pool operators or trading advisers (CPO/CTA), and sponsor/GP roles for pooled vehicles. The firm does not describe itself as an active ESG investor and is not designated as a multi-state adviser.

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 3
  • Kelly Byrne

    Kelly Byrne

    Founder and CEOCRD 7886530

  • Courtney Fandrick

    Courtney Fandrick

    Chief Compliance OfficerCRD 7240342

  • Philip Li

    Philip Li

    Chief Financial Officer and Chief Operating OfficerCRD 4820850

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

Intelligence for Private Wealth