Trimaran Credit Managers LP (New York)


Trimaran Credit Managers LP is a large advisory firm based in New York. It manages $298.66 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2011.

Trimaran Credit Managers 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.

Trimaran Credit Managers: assets under management

The assets under management (AUM) of Trimaran Credit Managers LP is $298.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $298.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $49.78 million each.
Trimaran Credit Managers has custody of $214.4 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trimaran Credit Managers 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Jay Robert Bloom Member 1 Jul 2008 50% - 75% 1352609
Dean Casper Kehler Member 1 Jul 2008 50% - 75% 1373444

Based in New York

The principal office where Trimaran Credit Managers LP performs its advisory services is located at 1325 Avenue Of The Americas, New York, NY 10019, 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 212-616-3800 or by fax 212-616-3801. The normal business hours are 9 am -5 pm on Monday - Friday. You can find more information about the New York firm at www.trimarancapital.com.