Thl Credit Advisors LLC is a large advisory firm based in Boston. It manages $12.27 billion of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Illinois, Massachusetts, New York, and Texas.
Thl Credit Advisors provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Thl Credit Advisors LLC is $12.27 billion. The firm's AUM has grown by 4624% since the beginning of its operation, and $10.15 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Thl Credit Advisors LLC 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.
The firm provides services to investment companies, pooled investment vehicles, and business development companies. The largest group of clients of Thomas Martin Hagerty is pooled investment vehicles with 36 clients and $10.83 billion of assets under management. Among the 9 most similar advisory firms, Thl Credit Advisors has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $12.09 billion for 45 clients. 58% of the firm’s clients are foreign persons or businesses.
Thl Credit Advisors also advises several private funds. Namely, twelve other private funds and twenty two securitized asset funds. The minimum investment commitment required of non-related persons ranges from $0 to $25,000,000.
The company employs 36 people that are either part- or full-time employees. 53 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.
Thomas Martin Hagerty has been acting as President since 1 Feb 2013. Sabrina Rusnak Carlson joined the executive team most recently as the General Counsel & Chief Compliance Officer.
The principal office where Thl Credit Advisors LLC performs its advisory services is located at 100 Federal Street, Boston, MA 02110 1883, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-450-4424 or by fax 617-790-7099. The normal business hours are 9 am - 5pm on Monday - Friday. You can find more information about the New York firm at thlcredit.com and its LinkedIn profile.