Loancore Capital Credit Advisor LLC (Greenwich)

Name: Loancore Capital Credit Advisor LLC
Address: 55 Railroad Ave, Greenwich, CT, 06830
Telephone: 203-861-6000

Loancore Capital Credit Advisor LLC is a large advisory firm based in Greenwich. It manages $5.19 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Connecticut, Georgia, and Illinois.

Loancore Capital Credit Advisor provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Loancore Capital Credit Advisor: assets under management

The assets under management (AUM) of Loancore Capital Credit Advisor LLC is $5.19 billion. The company doesn't manage any assets belonging to foreign clients.

Loancore Capital Credit Advisor has custody of $381.02 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Loancore Capital Credit Advisor LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Loancore Capital Credit Advisor serves?

The only and largest group of clients of Loancore Capital Credit Advisor is pooled investment vehicles with 2 clients and $5.19 billion of assets under management. Among the 11 most similar advisory firms, Loancore Capital Credit Advisor has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $5.19 billion for 2 clients. None of the firm’s clients are foreign persons or businesses.

Loancore Capital Credit Advisor also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000 for each fund.

Careers at Loancore Capital Credit Advisor LLC

The company employs 49 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jordan Joseph Bock has served as the Chief Investment Officer since 1 Oct 2012. Llc Loancore Capital joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Lawrence Finerman	Chairman, chief executive officer and president	1 Jun 2008	Other	2361756
Christopher George Mccormack	Chief operating officer	1 Jul 2008	Other	2709359
Gary A Berkman	Chief credit officer	1 Nov 2008	Other	4565932
Jordan Joseph Bock	Chief investment officer	1 Oct 2012	Other	6505098
Tyler Jonathan Shea	Chief financial officer; chief compliance officer	1 Nov 2012	Other	6927499
Daniel Herbert Bennett	Head of capital markets	1 May 2014	Other	4969984
Llc Loancore Capital	Managing member	1 Mar 2016	75% - 100%	163171

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Grooper Llc	Managing member	1 Jun 2008	75% - 100%	46-1692949
Mark Lawrence Finerman	Member	1 Jul 2008	75% - 100%	2361756

Based in Greenwich

The principal office where Loancore Capital Credit Advisor LLC performs its advisory services is located at 55 Railroad Ave, Greenwich, CT 06830, which is also the mailing address of the firm. An additional office of the firm is in Newport Beach, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-861-6000 or by fax 203-861-6006. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at loancore.com.