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 credit-focused investment manager that operates as a limited liability company and is SEC-registered in 2024. The firm targets institutional clients and runs portfolio management for pooled investment vehicles and for businesses or institutions. Its strategy centers on securitized credit and related fixed-income opportunities, with a fund structure that includes both hedge fund and securitized asset fund vehicles. Fee arrangements combine a percentage of assets under management with performance-based fees, consistent with an active, return-seeking credit manager. The firm maintains a multi-role operating posture: it functions as an adviser to pooled vehicles and is involved in sponsor and GP activities for those vehicles. Mountain Point Credit Management LLC is also affiliated with broker-dealer and commodity pool/CTA activities, reflecting a broader set of operational capabilities beyond pure advisory work. The firm is not an active ESG investor and does not present itself as a capital allocator to external mandates.

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

    Founder and CEOCRD 7886530

  • Courtney Fandrick

    Chief Compliance OfficerCRD 7240342

  • 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