Key Takeaways
- • Eagle Point Securities LLC, a Greenwich, Connecticut-based wholesale distributor of alternative investments, announced it serves as exclusive dealer manager for investment funds representing over $2 billion in assets.
- • The funds are managed by Eagle Point Credit Management LLC and affiliates, a private credit manager with over $12 billion in assets, and are being offered to private wealth and individual investors.
- • Offerings include Eagle Point Institutional Income Fund, Eagle Point Enhanced Income Trust, Eagle Point Credit Company's Series AA and AB Perpetual Preferred Stock, and at-the-market share issuances for NYSE-listed ECC and EIC.
- • Eagle Point Securities is positioning institutional private credit strategies, including Portfolio Debt Securities, regulatory capital relief transactions, strategic credit investments and CLO securities, for financial advisors and their clients.
Summary
Eagle Point Securities LLC ("Eagle Point Securities"), a wholesale distributor of alternative investment strategies to private wealth clients, announced that it serves as exclusive dealer manager for investment funds representing over $2 billion of assets, according to a Business Wire release dated August 11, 2025. The funds are managed by Eagle Point Credit Management LLC and its affiliates (together, "Eagle Point"), which the company describes as a leading private credit investment manager with over $12 billion in assets. The investment strategies include Portfolio Debt Securities, regulatory capital relief transactions, strategic credit investments and collateralized loan obligation (CLO) securities.
The company says the funds give individual investors access to institutional strategies with established track records, which it characterizes as seeking principal protection. Eagle Point Securities has built a set of offerings intended to help financial advisors construct balanced portfolios, and it provides training and education on private credit and other alternatives to advisors.
Eagle Point Securities is the dealer manager for the Eagle Point Institutional Income Fund, the Eagle Point Enhanced Income Trust, Eagle Point Credit Company's Series AA and AB Perpetual Preferred Stock offering, and at-the-market share issuances by Eagle Point Credit Company (NYSE: ECC) and Eagle Point Income Company (NYSE: EIC).
Joseph Roth, President of Eagle Point Securities, said the firm was established to offer the same strategies and quality of experience that Eagle Point's institutional clients have benefited from for over a decade, citing significant and growing demand for private credit. Thomas Majewski, Founder and Managing Partner of Eagle Point, said the affiliate extends the firm's mission of making institutional private credit accessible to financial advisors and their clients. Eagle Point was founded in 2012 by Majewski.
The release includes risk disclosures stating that the funds are illiquid, use leverage, may experience high volatility and loss of principal, and invest in speculative-grade credit that may not pay interest or repay principal when due. Past performance is not indicative of future results. Eagle Point Securities is a member of FINRA and SIPC.
The company says the funds give individual investors access to institutional strategies with established track records, which it characterizes as seeking principal protection. Eagle Point Securities has built a set of offerings intended to help financial advisors construct balanced portfolios, and it provides training and education on private credit and other alternatives to advisors.
Eagle Point Securities is the dealer manager for the Eagle Point Institutional Income Fund, the Eagle Point Enhanced Income Trust, Eagle Point Credit Company's Series AA and AB Perpetual Preferred Stock offering, and at-the-market share issuances by Eagle Point Credit Company (NYSE: ECC) and Eagle Point Income Company (NYSE: EIC).
Joseph Roth, President of Eagle Point Securities, said the firm was established to offer the same strategies and quality of experience that Eagle Point's institutional clients have benefited from for over a decade, citing significant and growing demand for private credit. Thomas Majewski, Founder and Managing Partner of Eagle Point, said the affiliate extends the firm's mission of making institutional private credit accessible to financial advisors and their clients. Eagle Point was founded in 2012 by Majewski.
The release includes risk disclosures stating that the funds are illiquid, use leverage, may experience high volatility and loss of principal, and invest in speculative-grade credit that may not pay interest or repay principal when due. Past performance is not indicative of future results. Eagle Point Securities is a member of FINRA and SIPC.
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