SourcingSourcing

CVC CREDIT PARTNERS U.S. CLO MANAGEMENT LLC

C35
CRD 284980·SEC 801-108957·NEW YORK, NY
AUM
$2.33B
$1B+
Est. Revenue
$23.3M
@ 1% on AUM
Est. EBITDA
$7.0M
@ 30% margin
Est. Deal Value
$56.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CVC CREDIT PARTNERS U.S. CLO MANAGEMENT LLC
CRD
284980
SEC file #
801-108957
EIN
—
DBA names
—

Economics

AUM
$2.33B
AUM band
$1B+
AUM trajectory
'20'26
$3.21B → $2.33B▼ -27%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/cvc-credit-partners-ltd(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BERGSTRESSER, GRETCHEN, LEE
Top Owner Pct
2.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
BERGSTRESSER, GRETCHEN, LEE
CVC CREDIT PARTNERS U.S. CLO
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

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 (9)

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
U.s. Bank21
Bny Mellon9
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2330229
Trust Company Affiliate
Yes

People (7)

7
BERGSTRESSER, GRETCHEN, LEE
Executive Officer · 2.5%
2330229
HASSAN, HUWAIDA
Executive Officer · 2.5%
4991095
CARY YIU-KONG HO
Executive Officer · 2.5%
4219906
HUSSAIN, RAJU, ZAEDUL
Executive Officer · 2.5%
6420231
MACCABE, DOUGLAS, JEFFREY
Executive Officer · 2.5%
7896673
O'MEARA, KEVIN, MICHAEL
Executive Officer · 2.5%
7244004
RILEY, SIMON, PAUL ANDREW
Executive Officer · 2.5%
6468775