Mcdonnell Alternative Credit Strategies, LLC (Oak Brook)


Mcdonnell Alternative Credit Strategies, LLC is a large advisory firm based in Oak Brook. It manages $2.3 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Illinois and Massachusetts.

Mcdonnell Alternative Credit Strategies provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcdonnell Alternative Credit Strategies: assets under management

The assets under management (AUM) of Mcdonnell Alternative Credit Strategies, LLC is $2.3 billion, 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 firm manages $2.3 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $176.93 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcdonnell Alternative Credit Strategies, 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.

Careers at Mcdonnell Alternative Credit Strategies, LLC

Dennis John Mcdonnell has been acting as President since 1 Jan 2012. Mari Heather Birmingham joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Dennis John Mcdonnell Chairman 1 Jan 2012 Other 1114106
Edward Allen Treichel President and chief executive officer 1 Jan 2012 Other 1737322
Edward Charles Wood Chief operating officer 1 Jan 2012 Other 1140818
Philip Wayne Cecil General counsel and secretary 1 Jan 2012 Other 2470419
Christopher Lee Oswald Treasurer 1 Jan 2012 Other 3201067
Llc Mcdonnell Investment Management Sole member 1 Jan 2012 75% - 100% 113878
Paul Jerome Carter Chief compliance officer 1 Jan 2012 Other 1784979
James Ray Fellows Managing director 1 Jun 2012 Other 1862427
James Kelso Hunt Chief executive officer 1 Jun 2012 Other 2519136
Terrence William Olson Chief operating officer and chief financial officer 1 Jun 2012 Other 5688315
Stephanie Pare Sullivan General counsel and secretary 1 Jun 2012 Other 5834073
Thl Credit Advisors Llc Holder of class a units 1 Jun 2012 75% - 100% 150900
Brian Winston Good Managing director 1 Jun 2012 Other 1807367
Mari Heather Birmingham Chief compliance officer 1 Jul 2012 Other 2752693

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Dennis John Mcdonnell Chairman, mgr & class a member 1 Aug 2001 25% - 50% 1114106
L.P. Thlp Debt Partners Holder of class a units of thl credit advisors llc 1 Jun 2009 50% - 75% 26-0654808
Llc Thlp Debt Advisors General partner 1 Apr 2010 Other 26-0654081

Based in Oak Brook

The principal office where Mcdonnell Alternative Credit Strategies, LLC performs its advisory services is located at 1515 West 22 Nd Street, Oak Brook, IL 60523, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-684-8760 or by fax 732-380-3337. The normal business hours are 7:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.mcdonnellinvestments.com.