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Hildene Leveraged Credit, LLC (New York)


Hildene Leveraged Credit, LLC is a large advisory firm based in New York. It manages $1.25 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2014.

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Hildene Leveraged Credit provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hildene Leveraged Credit: assets under management

The assets under management (AUM) of Hildene Leveraged Credit, LLC is $1.25 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 248% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.25 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $178.22 million each.
Hildene Leveraged Credit has custody of $92.39 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hildene Leveraged Credit, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Brett Rodmann Jefferson Class a member 1 Jan 2008 50% - 75% 2257196

Based in New York

The principal office where Hildene Leveraged Credit, LLC performs its advisory services is located at 500 Fifth Avenue, New York, NY 10110, 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 212-687-1895 or by fax 212-687-8748. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at hildenelc.com.


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