Lbc Credit Management, L.P. (Radnor)


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.

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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.