Mountain Point Credit Management LLC

Fee-Only (% of Portfolio)

Mountain Point Credit Management focuses on managing U.S. senior secured bank loans and related investments. Mountain Point provides investment advisory services to privately offered pooled investment vehicles. Mountain Point may provide both discretionary and non-discretionary investment advisory services. Mountain Point's investment strategies are described further under “Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss”.

Assets Under Management$15M
Clients3
AdvisorsN/A
Avg. per Client$5.1M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Mountain Point does not have a fixed fee schedule. Fees are negotiated based on the strategy, the amount invested, regulatory requirements, customization, and other factors. Fees may be based on total assets, net assets, the principal amount of loans held, or a combination. Different clients may pay different fees based on waivers and investment dates.

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Mountain Point Credit Management LLC | TrueAdvisor