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Investcorp Credit Management US LLC (ICM US)

280 Park Avenue, 36th Floor
New York, New York 10017
United States
 
Contact :      
Phone :       212-599-4700
Fax :             212-339-5401
Email :         3idebt@evestment.com
Web :           http://www.investcorp.com/

Investcorp Credit Management US LLC (ICM US) Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $141
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 2005
Wrap Programs Offered? : Yes
# of Accounts Managed : 29
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Investcorp Credit Management US LLC (ICM US) History

3i Debt Management is a global credit manager that focuses on non-investment grade performing corporate credit with a team of 48 professionals in New York, London and Singapore that invest in over 500 companies across the globe, managing approximately $11 billion in assets, with an emphasis on investing in senior secured floating rate bank loans.* - 3i Debt Management US LLC (“3iDM US”) was initially established as Fraser Sullivan Investment Management (“FSIM”) and began managing assets in September 2005. In September 2012, FSIM entered into an agreement with 3i Group to establish a new entity, 3i Debt Management US (“3iDM US”). 3iDM US transferred the investment management business of FSIM to 3i DM US in March 2013 and is 80% owned by 3i and 20% owned by the former partners of FSIM. At the end of 2015, the remaining minority ownership was transferred to 3i Group plc. - 3i Debt Management US LLC and 3i Debt Management Investments Limited are wholly owned indirect subsidiaries of 3i Group plc. This indirect ownership is held through a series of 3i Group subsidiaries both in the UK and US. - * Source: 3i Group plc 1Q Report (March 2015)

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 0 Analysts : 0
Portfolio Managers : 0 Traders : 0
Client Service : 0 Operation : 0

Investcorp Credit Management US LLC (ICM US) Personnel

Ms.  Omni Team

Data Preparer
Tel : 866.922.8733
Email: 3idebt@evestment.com

Mr.  John Fraser

Portfolio Manager
Tel :
Email: jfraser@investcorp.com
A member of the Executive Committee since May 2016, and Chairman of the Debt Management Investment Committee (US), John joined the company in September 2012 following the completion of the strategic transaction with WCAS Fraser Sullivan, which established a 3i debt management platform in the US. John co founded WCAS Fraser Sullivan in 2005. Prior to founding WCAS Fraser Sullivan, Mr. Fraser was a Managing Director and Partner with Angelo, Gordon & Co., L.P. from 1997 to 2005. At Angelo, Gordon, John started the firm’s leveraged loan investment management business and served as portfolio manager of Angelo, Gordon’s five leveraged loan funds since their inception. Before joining the firm, he was a Managing Director with Cypress Tree Investment Management Co., Inc., a company devoted exclusively to the leveraged loan marketplace. Prior to that, he spent six years as a Vice President and Portfolio Manager with Merrill Lynch Asset Management, where he managed investments in the leveraged loan and high yield bond markets. John began his career in the Chase Manhattan Bank credit training program, after which he held a number of analytical and lending positions. He holds a B.A. degree from Cornell University.

Mr.  David Endler, CFA

Portfolio Manager
Tel :
Email: dendler@investcorp.com
Mr. Endler joined 3i Debt Management when the Firm entered into a joint venture with WCAS Fraser Sullivan, a SEC registered investment advisor. Prior to the joint venture, Mr. Endler was a Partner and Portfolio Manager with WCAS Fraser Sullivan. Prior to joining WCAS Fraser Sullivan, Mr. Endler was a Senior Vice President in the High Yield Group at Oaktree Capital Management. During his seven years at Oaktree, he was a credit research analyst responsible for investing in high yield bonds in a variety of industries including healthcare, chemicals, airlines and media. Before joining Oaktree, Mr. Endler worked as an equity analyst for Pacific Strategic Fund Group. He holds a B.A. from the University of California at Berkeley and an M.B.A. from the University of California at Los Angeles. He is a CFA charterholder.

Mr.  David Nadeau

Portfolio Manager
Tel :
Email: dnadeau@investcorp.com
Mr. Nadeau joined 3i Debt Management when the Firm entered into a joint venture with WCAS Fraser Sullivan, a SEC registered investment advisor. Prior to the joint venture, Mr. Nadeau was a Partner and Portfolio Manager with WCAS Fraser Sullivan. Mr. Nadeau joined WCAS Fraser Sullivan from Citigroup Global Investments, where he served as Senior Vice President and High Yield Portfolio Manager. Mr. Nadeau was responsible for managing a $3.0 billion high yield portfolio for Travelers Life & Annuity, as well as separate accounts. Prior to his promotion to Portfolio Manager, Mr. Nadeau was responsible for high yield and distressed investments in the Utilities/IPP, cyclical and telecommunications sectors for various Citigroup portfolios. Prior to that, Mr. Nadeau was a Vice President in the Global Special Investments Group at ING Baring (US) Capital. While at ING, Mr. Nadeau was responsible for investments in high yield, distressed and equity securities for the firm’s $1.25 billion proprietary fund. Mr. Nadeau began his career in the Financial Analyst program in the Investment Banking Division of PaineWebber Inc., after which he held several analytical, sales and trading, and research positions. He holds a B.A. degree from Williams College.

Mr.  Francis Chang

Portfolio Manager
Tel :
Email: fchang@investcorp.com
Mr. Chang joined 3i Debt Management when the Firm entered into a joint venture with WCAS Fraser Sullivan, a SEC registered investment advisor. Prior to the joint venture, Mr. Chang was a Portfolio Manager with WCAS Fraser Sullivan. Prior to joining WCAS Fraser Sullivan, Mr. Chang was a Managing Director with the Lehman Brothers Estate’s Corporate Loan Group managing the firm’s high yield portfolio (loans, mezzanine and equity). Mr. Chang managed a high yield loan portfolio of approximately $2.0 billion to over 35 industrial and business services companies. Mr. Chang joined Lehman Brothers in 1999 and in the subsequent nine years held positions in the Financial Sponsors Group as a coverage banker for private equity firms, the Loan Portfolio Group as a portfolio manager managing the firm’s workout/restructuring loans and investments to financial sponsor portfolio companies and the Leveraged Finance Group where he was responsible for originating and executing senior bank debt, bridge loans, mezzanine debt, high yield securities and rescue financings. From 1995 to 1999, Mr. Chang was a consumer/retail coverage banker in the Investment Banking Division of Furman Selz LLC. Prior to 1995, Mr. Chang held positions with Financo, Inc. and in the Leveraged Finance Group at Bank of America. He holds a B.A. degree from Colgate University.

Mr.  Jakob Mattsson

Marketing Associate
Tel : 44 (0)20 3743 3439
Email: jmattsson@investcorp.com

Investcorp Credit Management US LLC (ICM US) Product Name

ICM Senior Loan Fund (ICM SLF):Index
Report Created: April,23 2019.  Copyright Money Manager Review , All rights Reserved.
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