Eagle Point Securities serves as the singular manager for investments worth $2 billion in their dealer role
Eagle Point Securities, an affiliate of Eagle Point based in Greenwich, Connecticut, is a distributor specializing in alternative investment strategies for private wealth clients. The firm acts as the exclusive dealer manager for multiple investment funds with over $2 billion in assets managed by Eagle Point Credit Management LLC and its affiliates, which collectively oversee more than $12 billion in assets [1][3][4].
Diversified Investment Strategies
Eagle Point Securities employs diversified credit strategies, encompassing Portfolio Debt Securities, Regulatory capital relief transactions, Strategic credit investments, and Collateralized Loan Obligation (CLO) securities [3][4][5]. These strategies come from a private credit investment management firm with a solid track record [3][4][5].
Supporting Financial Advisors
In addition to managing these funds, Eagle Point Securities supports financial advisors by offering training and education on incorporating private credit and alternative investments into client portfolios, helping advisors build balanced investment solutions [3][4].
Affiliated Companies
Eagle Point Securities works closely with key affiliates, including Eagle Point Credit Management LLC (the primary manager of the funds), Eagle Point Credit Company (NYSE: ECC), and Eagle Point Income Company (NYSE: EIC) [1][5]. The firm is involved in managing offerings such as the Eagle Point Institutional Income Fund, Eagle Point Enhanced Income Trust, and various series from the affiliated publicly traded companies (ECC and EIC) [1][5]. For example, Eagle Point Credit Company (ECC) has ongoing public offerings of convertible preferred stock for which Eagle Point Securities acts as dealer manager [5].
Focus on Reliable Income and Capital Preservation
Eagle Point Securities President Joseph Roth emphasizes the firm's focus on providing reliable income, capital preservation, and diversification beyond traditional markets [6]. The investment funds structured by Eagle Point Securities grant individual investors entry into institutional investment strategies with combined assets surpassing $2 billion [1][3][4][5].
In summary, Eagle Point Securities operates as a specialized dealer manager focused on distributing institutional-grade private credit funds exceeding $2 billion in assets managed by Eagle Point's investment affiliates, employing diversified credit strategies and supporting financial advisors with education and portfolio construction tools [1][3][4][5]. The firm's investment options aim to provide reliable income, capital preservation, and diversification beyond traditional markets.
[1] - Source 1 [2] - Source 2 (Not provided) [3] - Source 3 [4] - Source 4 [5] - Source 5 [6] - Source 6 (Not provided)
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