Lbc Credit Management, L.P. (Radnor)

Name: Lbc Credit Management, L.P.
Address: 555 East Lancaster Ave., Radnor, PA, 19087
Telephone: 215-972-8900

Lbc Credit Management, L.P. is a large advisory firm based in Radnor. It manages $2.62 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Illinois, New York, and Pennsylvania.

Lbc Credit Management provides portfolio management for pooled investment vehicles and sbic fund manager. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lbc Credit Management: assets under management

The assets under management (AUM) of Lbc Credit Management, L.P. is $2.62 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 126% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.62 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $238.14 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lbc Credit Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Lbc Credit Management serves?

The only and largest group of clients of Lbc Credit Management is pooled investment vehicles with 11 clients and $2.62 billion of assets under management. Among the 11 most similar advisory firms, Lbc Credit Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.62 billion for 11 clients. None of the firm’s clients are foreign persons or businesses.

Lbc Credit Management also advises several private funds. Namely, one other private fund and ten private equity funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $1,000,000.

Careers at Lbc Credit Management, L.P.

The company employs 46 people that are either part- or full-time employees. 74 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 3 people 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
Ira Mark Lubert	Limited partner	1 Oct 2005	Other	2516958
Seth Jonathan Lehr	Limited partner	1 Oct 2005	Other	704632
Howard David Ross	Limited partner	1 Oct 2005	Other	6011975
Dean Stewart Adler	Limited partner	1 Oct 2005	Other	1443469
Mitchell Louis Hollin	Limited partner	1 Oct 2005	Other	1322948
Llc Lbc Credit Management Gp	General partner	1 Oct 2005	Other	20-3092190
Vincent Paul Mcdevitt	Chief compliance officer	1 Feb 2012	Other	3143367
Michelle Woods Vaughn	Chief compliance officer	1 Aug 2012	Other	1979315

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Nathaniel Cohen	Member and manager	1 Oct 2005	Other	6012153
John Joseph Brignola	Member and manager	1 Oct 2005	Other	4384802
Christopher John Calabrese	Member and manager	1 Oct 2005	Other	3010078

Based in Radnor

The principal office where Lbc Credit Management, L.P. performs its advisory services is located at 555 East Lancaster Ave., Radnor, PA 19087, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-972-8900. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at lbccredit.com.