Kramer Van Kirk Credit Strategies, LP (Chicago)

Name: Kramer Van Kirk Credit Strategies, LP
Address: 200 West Monroe, Chicago, IL, 60606
Telephone: 312-448-9766

Kramer Van Kirk Credit Strategies, LP is a large advisory firm based in Chicago. It manages $3.02 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012.

Kramer Van Kirk Credit Strategies 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.

Kramer Van Kirk Credit Strategies: assets under management

The assets under management (AUM) of Kramer Van Kirk Credit Strategies, LP is $3.02 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 757% since the beginning of its operation, and $3.02 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $3.02 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $378.1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kramer Van Kirk Credit Strategies, 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 Kramer Van Kirk Credit Strategies serves?

The only and largest group of clients of Kramer Van Kirk Credit Strategies is pooled investment vehicles with 8 clients and $3.02 billion of assets under management. Among the 7 most similar advisory firms, Kramer Van Kirk Credit Strategies has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.02 billion for 8 clients. 100% of the firm’s clients are foreign persons or businesses.

Kramer Van Kirk Credit Strategies also advises several private funds. Namely, eight securitized asset funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Kramer Van Kirk Credit Strategies, LP

The company employs 28 people that are either part- or full-time employees. 89 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Allan Kramer	Chief executive officer - senior managing director; elected manager of general partner/relying adviser	1 Aug 2011	25% - 50%	5390697
Timothy Stouse Van Kirk	Chief risk officer - senior managing director; elected manager of general partner/relying adviser	1 Aug 2011	25% - 50%	1143263
Kvk Services Llc	General partner; relying adviser	1 Aug 2011	Other	45-2520718
Margaret Kramer Mclaughlin	General counsel and chief compliance officer	1 Feb 2012	Other	2153347
Public Pension Capital Llc	Limited partner; member of general partner/relying adviser	1 May 2015	25% - 50%	46-5634964
Perry Golkin	Elected manager of general partner/relying adviser	1 May 2015	Other	5527739

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Ppc Mm Lp	Member; elected manager	1 Dec 2011	Other	46-4997856
Ppc Mm Gp Llc	General partner	1 Dec 2011	Other	46-4997856
Michael Theodore Tokarz	Limited partner	1 Dec 2011	25% - 50%	4871594
Perry Golkin	Limited partner ppc mm lp; president ppc mm gp llc	1 Dec 2011	25% - 50%	5527739

Based in Chicago

The principal office where Kramer Van Kirk Credit Strategies, LP performs its advisory services is located at 200 West Monroe, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-448-9766. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at kvkcs.com.