SourcingSourcing

MIDOCEAN CREDIT FUND MANAGEMENT, L.P.

C33
CRD 151578·SEC 801-70672·NEW YORK, NY
AUM
$8.46B
$1B+
Est. Revenue
$84.6M
@ 1% on AUM
Est. EBITDA
$25.4M
@ 30% margin
Est. Deal Value
$202.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MIDOCEAN CREDIT FUND MANAGEMENT, L.P.
CRD
151578
SEC file #
801-70672
EIN
—
DBA names
Midocean Credit Partners

Economics

AUM
$8.46B
AUM band
$1B+
AUM trajectory
'20'26
$9.10B → $8.46B▼ -7%
Client mix
Pooled Investment Vehicles35
Corporations4
Investment Companies1

Operations

Employees (total)
45
Advisory staff (per ADV)
23
Advisory staff (5-yr trend)
'20'26
24 advisors → 23 advisors▼ -4%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
midoceanpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MIDOCEAN MANAGER HOLDINGS, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
MIDOCEAN MANAGER HOLDINGS, LP
CAREY, DANA, M W
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MIDOCEANPARTNERS.COM
Rdap Domain Creation Date
2003-01-26T16:40:51Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust72
U.s. Bank37
Wells Fargo13
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-01-26T16:40:51Z
Rdap Domain Last Changed
2025-01-17T16:52:52Z
Rdap Nameservers
Mns01.domaincontrol.comMns02.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
CAREY, DANA, M W
Executive Officer · 2.5%
3064429
HODGES, DEBORAH, LYN
Executive Officer · 2.5%
4632412
SHENFELD, STEVEN, ALAN
Executive Officer · 2.5%
1176990
SPRING, ANDREW, LAWRENCE
Executive Officer · 2.5%
4743071
VIRTUE, JAMES, EDWARD
Executive Officer · 2.5%
1236163