Ccp Transition, LLC is a large advisory firm based in Charlotte. It manages $505.44 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of North Carolina.
Ccp Transition provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ccp Transition, LLC is $505.44 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ccp Transition, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Martin Mung Loon Wai has been acting as President since 1 Oct 2013. Lp Covenant Credit Partners joined the executive team most recently as the Managing Member Of Covenant Clo Advisors, Llc.
The principal office where Ccp Transition, LLC performs its advisory services is located at 121 W. Trade St., Charlotte, NC 28202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-944-8372 or by fax 704-342-0879. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at covcredit.com.