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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 1, 2019
    • $21.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 258
      Accounts
    • $81.9M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

15

name start date
Matthew Charles Badavas
June 2019
Alice Burley
January 2018
Jocelyn Schwartz
February 2017
Kathleen Burke Longo
June 2019
Antony James Abbiati
February 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Eagle Point Credit Management LLC IAR $1,617,704,286
    Sound Point Capital Management, Lp IAR $18,445,620,813

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Rory Leandrew Wilfork Managing Director July, 2018 less than 5%
      Jonathan Richard Walsh Chief Compliance Officer January, 2017 less than 5%
      Stephen Joseph Goff Managing Director January, 2012 less than 5%
      Peter Carlyle Lacaillade Managing Director December, 2015 less than 5%
      Derek Michael Dobecki Managing Director December, 2013 less than 5%
      Brian Thomas Brandt Managing Director December, 2013 less than 5%
      Stephen Mark Oristaglio President January, 2011 less than 5%
      William Carol Walser Managing Director December, 2008 less than 5%
      Douglas Richard Ederle Managing Director November, 2002 less than 5%
      Antony James Abbiati Managing Director November, 2002 less than 5%
      Joseph Edward Mccuine Chief Operating Officer February, 2006 less than 5%
      Peter Henley Mattoon Chief Executive Officer August, 2002 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Performance-Based Fees