and div
How does the advisor help clients – Key Takeaways:
OFS CLO Management, LLC is a leading financial advisory firm that specializes in CLO management. Their team of experts help clients achieve their financial goals by providing personalized, strategic guidance and management services. With years of experience and a strong track record, OFS CLO Management is a trusted partner for clients looking to maximize their investments in the CLO market.
Facts and Insights
Based in New York, OFS CLO Management has been in business for over 20 years and has managed more than $5 billion in assets. The firm primarily focuses on managing collateralized loan obligations (CLOs) for institutional investors, such as insurance companies, pension funds, and banks.
According to publicly available information, OFS CLO Management has a team of 14 advisors led by a managing partner, Michael Brandt. The firm also has a strong partnership with OFS Capital Corporation, a publicly traded business development company with over $1.5 billion in assets and a proven track record in the CLO market.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 14 | Over 20 years |
Financial Services Offered
OFS CLO Management offers a range of financial services to help clients navigate the complex CLO market. These services include portfolio management, risk management, investment advisory, and structuring of CLO deals. Their team of experts provides strategic advice and guidance to clients, utilizing their in-depth knowledge of the CLO market to achieve the best possible outcome.
Client Types
The firm primarily works with institutional clients, including insurance companies, pension funds, and banks. These clients have large portfolios and are looking for ways to diversify their investments and achieve higher returns. OFS CLO Management also works with other financial institutions, such as asset managers and hedge funds, as well as high net worth individuals.
Fees & Compensation
OFS CLO Management is a fee-based firm. This means that they charge a percentage of the assets under their management as their compensation, rather than earning commissions from selling financial products. This fee structure aligns their interests with those of their clients, as the firm only benefits when their clients’ investments perform well.
Background
The managing partner of OFS CLO Management, Michael Brandt, has over 30 years of experience in the financial industry and has been with the firm since its inception. He is joined by a team of experienced and knowledgeable advisors, all with extensive backgrounds in CLO management and financial services. This expertise allows OFS CLO Management to provide valuable insights and guidance to their clients.
Financial Advisor Disclosures to Know
OFS CLO Management has a clean record with the Securities and Exchange Commission (SEC), with no disciplinary actions or regulatory events. The firm is registered as an investment advisor with the SEC and is required to disclose any material information that could potentially impact their clients.