H/2 Credit Manager LP (Stamford)

H/2 Credit Manager 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.

H/2 Credit Manager: assets under management

The assets under management (AUM) of H/2 Credit Manager LP is $8.32 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and $2.5 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $8.32 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $520.28 million each.

H/2 Credit Manager has custody of $6.06 billion in cash and securities for 16 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay H/2 Credit Manager LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients H/2 Credit Manager serves?

The only and largest group of clients of H/2 Credit Manager is pooled investment vehicles with 16 clients and $8.32 billion of assets under management. Among the 7 most similar advisory firms, H/2 Credit Manager has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $8.32 billion for 16 clients. 30% of the firm’s clients are foreign persons or businesses.

H/2 Credit Manager also advises several private funds. Namely, ten hedge funds. The minimum investment commitment required of non-related persons ranges from $5,000,000 to $70,000,000.

Careers at H/2 Credit Manager LP

The company employs 46 people that are either part- or full-time employees. 43 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.

Alyssa Petrenko joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 13 indirect owners.

Based in Stamford

The principal office where H/2 Credit Manager LP performs its advisory services is located at 680 Washington Boulevard, Stamford, CT 06901 3700, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-569-4000 or by fax 203-569-4178. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.

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