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MOUNTAIN POINT CREDIT MANAGEMENT LLC

GREENWICH, CT · CRD 330615 · IAPD ↗ · mountainpointcredit.com · 203-900-5855

$1.22BRegulatory AUM
5Advisory reps
19Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — MOUNTAIN POINT CREDIT MANAGEMENT LLC crossed $1B in regulatory AUM ($15.2M -> $1.22B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
50
April 2025 — MOUNTAIN POINT CREDIT MANAGEMENT LLC now reports custody of client assets ($30.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
April 2025 — MOUNTAIN POINT CREDIT MANAGEMENT LLC grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2024 — MOUNTAIN POINT CREDIT MANAGEMENT LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
June 2024 — MOUNTAIN POINT CREDIT MANAGEMENT LLC (GREENWICH, CT) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.