JM
CFA

John Scott Mcdonald

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$404.3M average
Assets Under Management
$1.2B

Fee Structure

Financial Planning:Investment management only

BH Credit Management receives fees from CLOs, including senior and subordinate collateral management fees, and potentially incentive fees based on performance. Warehouse facilities pay management, structuring, and success fees. Private funds pay annual fees based on a percentage of fund assets, and potentially an incentive component based on fund performance. Clients also bear various direct and indirect expenses, such as organizational, custodial, legal, and audit fees.

Areas of Practice
Investment Management
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Advisor Information

Office location

3232 Mckinney Ave, Suite 1500, Dallas, TX, 75204

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bh Credit Management LLC
January 2024 - Present · 2 yrs
Barrow Hanley Global Investors
January 2003 - Present · 23 yrs
Previous Registrations
Bh Credit Management LLC
May 2023 - December 2023 · 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.