42 AM is an institutional investment manager specializing in liability-driven and insurance-first investment solutions. 42 AM primarily serves annuity-focused insurance companies through separately managed accounts, as well as high-net-worth individuals and institutional family offices through pooled investment vehicles and special purpose vehicles. The firm focuses on building portfolios that support predictable spread income, asset-liability matching, liquidity management, capital preservation, and regulatory capital efficiency. 42 AM's principal investment focus includes investment grade corporate loans, asset-based finance, structured products such as collateralized loan obligations, asset-backed securities, commercial mortgage-backed securities, residential mortgage-backed securities, mortgage-related investments, and selected liquid credit strategies. In addition, 42 AM evaluates private equity opportunities, potentially in situations where affiliated insurance accounts or clients participate across the capital structure. Because 42 AM focuses exclusively on institutional and pooled investment strategies for insurance balance sheets and sophisticated investors, it does not offer retail financial planning or direct personal wealth management services for individual retail clients.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.