Macquarie Private Debt Asset Management, LLC is a large advisory firm based in New York. It manages $200 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016.
Macquarie Private Debt Asset Management provides 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 Macquarie Private Debt Asset Management, LLC is $200 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Macquarie Private Debt Asset Management, LLC for their services and products based on a percentage of assets under management. 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 only and largest group of clients of James Dominic Wilson is insurance companies with 1 clients and $200 million of assets under management. Among the 10 most similar advisory firms, Macquarie Private Debt Asset Management has the highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $200 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Macquarie Private Debt Asset Management doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 20 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 2 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.
James Dominic Wilson has been acting as President since 1 Jul 2016. Macquarie B.H. Pty Ltd joined the executive team most recently as the Owner.
The principal office where Macquarie Private Debt Asset Management, LLC performs its advisory services is located at 125 West 55 Th Street, 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 1 212 231-1000 or by fax 1 212 231-1878. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday.