Eagle Point Securities oversees $2bn funds as sole dealer manager

Eagle Point Securities, a distributor specialising in alternative investment strategies for private wealth clients, has disclosed its exclusive dealer manager role for a series of investment funds, the combined assets of which surpass $2bn.

These funds are structured to grant individual investors entry into the realm of institutional investment strategies.

The funds in question are administered by Eagle Point Credit Management and its affiliate, a prominent manager in the private credit sector, with asset management exceeding $12bn.

The investment strategies encompass an array of financial instruments, including portfolio debt securities, regulatory capital relief transactions, credit investments, and collateralised loan obligation securities.

Eagle Point Securities has curated a selection of investment options intended to aid financial advisors, facilitating the creation of diversified investment portfolios.

The firm leverages its expertise in private credit and alternative investments to furnish financial advisors with educational resources and training.

Eagle Point Securities president Joseph Roth said: “Since inception, Eagle Point has served the evolving needs of global institutional investors by seeking to provide access to investments with reliable income, capital preservation and diversification beyond traditional markets.

“With significant and growing demand for private credit, we established Eagle Point Securities to offer the same strategies, performance and quality of experience to financial advisors and individual investors that Eagle Point’s institutional clients have benefited from for over a decade.”

The firm's responsibilities as dealer manager extend to several investment vehicles, including the Eagle Point Institutional Income Fund, Eagle Point Enhanced Income Trust, as well as the Series AA and AB Perpetual Preferred Stock offerings from Eagle Point Credit Company.

The firm also manages ongoing share issuances by Eagle Point Credit Company and Eagle Point Income Company.

Operating from Greenwich, Connecticut, Eagle Point Securities functions as an affiliate of Eagle Point.

"Eagle Point Securities oversees $2bn funds as sole dealer manager " was originally created and published by Private Banker International, a GlobalData owned brand.


 


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