Assets Under Management
$1.2B
Number of Clients
3
Number of Advisors
1
Average Client AUM
$404.3M
AUM per Advisor
$1.2B
Compensation
Fee-Only (AUM)
BH Credit Management (BHCM), a subsidiary of Barrow Hanley Global Investors, manages collateralized loan obligations (CLOs) and private funds. BHCM acts as collateral manager, sponsor, and originator for CLOs, and may advise private funds investing in CLO securities. The firm's investment advice is primarily limited to selecting and managing client assets within established guidelines.
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.
2200 Ross Avenue, 31st Floor, Dallas, TX, 75201-2761