Priority Senior Secured Income Management, LLC

RIASEC RegisteredEst. 2012
Total AUM
$479M
Discretionary
$479M
100% of AUM
Avg account
$479M
Accounts
1
Employees
661
Advisory reps
3

Firm details

Headquarters
West Palm Beach, Florida
CRD number
165500
Registered since
November 21, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Priority Senior Secured Income Management, LLC is a limited liability company that has been registered with the SEC since 2012 and operates as an institutional registered investment adviser. Its stated advisory activity is portfolio management for investment companies, and its client base is institutional rather than retail. The firm charges both a percentage-of-AUM fee and performance-based fees, and it is not identified as a capital allocator or a pension consultant. Priority Senior Secured Income Management is not flagged as an active ESG investor and is not registered as a multi-state adviser; its ownership is listed as a domestic entity/individual. The firm’s name and its focus on managing pooled investment vehicles suggest an emphasis on income-producing strategies, but public detail on specific product structures or portfolio exposures is not provided in the source data.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Grier Eliasek

    President, COOCRD 6119265

  • Kristin Van Dask

    Kristin Van Dask

    Chief Financial OfficerCRD 5213098

  • John Barry

    John Barry

    Chairman and Chief Executive OfficerCRD 1995793

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

FINTRX

Location

Primary office

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
700 S Rosemary Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth