A complete list of active advisors currently associated with Percent Advisors LLC
Warmer can help you find a great advisor at Percent Advisors LLC or one who fits your needs even better.
Percent Advisors, LLC provides discretionary and non‑discretionary investment advisory services to institutional clients and high‑net‑worth investors through separately managed accounts and privately offered pooled vehicles. The firm specializes in private credit and structured credit investments, managing a series limited liability company structure in which each Series is typically formed for a single privately negotiated transaction. Percent’s investment process centers on private credit underwriting, collateral and structural analysis, counterparty due diligence, and data‑driven modeling, and the Adviser deploys these processes across direct lending, asset‑backed finance, and specialty finance strategies. The firm uses a technology platform operated by its parent, Cadence Group (DBA Percent Technologies), to source opportunities and construct SMA portfolios, and it generally exercises discretionary authority over client accounts and Series it manages. What distinguishes Percent from many peers is its integration with affiliated entities: Percent Securities LLC, an affiliated broker‑dealer, may act as placement agent and receive transaction‑based compensation, and the parent’s platform charges a Service Fee that is netted from interest and principal distributions. The firm’s operating model — a platform tied to underwriting, placement activity through an affiliated broker‑dealer, and a series‑by‑transaction pooled vehicle structure — is noted in its disclosures alongside its approximate $70 million in discretionary assets and a small investor base.
To learn more about the advisors currently working at Percent Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Percent Advisors LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Philadelphia, PA
| 4
| |
New York, NY
| 13
|
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