Dynamic Credit Partners LLC (New York)


Dynamic Credit Partners LLC is a large advisory firm based in New York. It manages $942.5 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2004.

Dynamic Credit Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as valuation and dispute consulting services.

Dynamic Credit Partners: assets under management

The assets under management (AUM) of Dynamic Credit Partners LLC is $942.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 241% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $942.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $188.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dynamic Credit Partners LLC for their services and products based on a percentage of assets under management, fixed fees, 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.

Careers at Dynamic Credit Partners LLC

Tonko Gast has served as the Chief Investment Officer since 1 Nov 2003. Meghan Catherine Burns joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
James Klee Finkel Ceo/chief compliance officer 1 Nov 2003 50% - 75% 2277489
Tonko Gast Chief investment officer 1 Nov 2003 25% - 50% 4836980
Andrew L Wax Chief operating officer/chief compliance officer 1 Feb 2006 Other 1618276
Edward Henry Benton General counsel 1 Aug 2006 Other 1765675
Scott Roy Hendry General counsel/ chief compliance officer 1 Nov 2008 Other 4882503
David Marc Schwartz Chief operating officer/chief compliance officer 1 Aug 2009 Other 4270139
Meghan Catherine Burns Chief compliance officer 1 Oct 2010 Other 5860831

Based in New York

The principal office where Dynamic Credit Partners LLC performs its advisory services is located at 1350 Avenue Of The Americas, New York, NY 10019 4703, 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 212 710-6601 or by fax 212 319-9206. The normal business hours are 8:30am-6:00pm on Monday - Friday. You can find more information about the New York firm at www.dynamiccredit.com.