BH CREDIT MANAGEMENT LLC
Adviser information for BH CREDIT MANAGEMENT LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 55 |
|---|---|
| Investment Advisory/Research | 15 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $850.2M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $850.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $850.2M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | BARROW HANLEY SELLS PRIVATE FUNDS |
Principal Office
2200 ROSS AVENUE31ST FLOOR
DALLAS
TX
United States
Monday - Friday, 8:00 AM - 5:00 PM (CST)
Tel: 214-665-1900, Fax: 214-665-1933
Chief Compliance Officer
HANNAH ACKELS
DIRECTOR
2200 ROSS AVENUE, 31ST FLOOR
DALLAS
TX
United States
Tel:
214-665-1900
H******@***************M
(Full email address available in API data)
Regulatory Contact
ANGELA DENSLOW
COMPLIANCE ASSOCIATE
2200 ROSS AVENUE, 31ST FLOOR
DALLAS
TX
United States
Tel:
214-665-1900
A*******@***************M
(Full email address available in API data)
Industry Affiliates
| BARROW HANLEY GLOBAL INVESTORS | Other investment adviser, including financial planners |
| BH CREDIT HOLDING GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BARROW HANLEY CLO 1 LTD | Securitized Asset Fund | $394.1M | $5.0M | 1 |
| BARROW HANLEY CLO 2 LTD | Securitized Asset Fund | $414.8M | $5.0M | 1 |
| BARROW HANLEY CLO 3 LTD | Securitized Asset Fund | $18.4M | $5.0M | 1 |
| BARROW HANLEY CLO FUND I LP | Private Equity Fund | $113.9M | $5.0M | 122 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHENOWETH, PATRICIA, BARRON | Individual | – | COO, EXECUTIVE DIRECTOR | 04/2021 | < 5% |
| MARTIN, CORY, LAWRENCE | Individual | – | CEO, EXECUTIVE DIRECTOR | 09/2017 | < 5% |
| ACKELS, HANNAH, MULVEY | Individual | – | CCO, DIRECTOR | 04/2021 | < 5% |
| BARROW HANLEY GLOBAL INVESTORS | Domestic Entity | – | OWNER | 08/2021 | > 75% |
| PERPETUAL ACQUISITION COMPANY LIMITED | Foreign Entity | BARROW HANLEY GLOBAL INVESTORS | OWNER | 11/2020 | > 75% |
| PERPETUAL LIMITED | Foreign Entity | PERPETUAL ACQUISITION COMPANY LIMITED | OWNER | 11/2020 | > 75% |
| MCDONALD, JOHN, SCOTT | Individual | – | SENIOR MANAGING DIRECTOR | 08/2020 | < 5% |
| Sisson, Erin, Layne | Individual | – | CFO, MANAGING DIRECTOR | 06/2022 | < 5% |
| PERPETUAL US HOLDING COMPANY INC | Domestic Entity | BARROW HANLEY GLOBAL INVESTORS | OWNER | 11/2020 | 50-75% |