# Eagle Point Defensive Income Management LLC

> Eagle Point Defensive Income Management LLC is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 14, 2026.

- CRD: 328508
- Filed as: EAGLE POINT DEFENSIVE INCOME MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328508
- AdvisorCensus page: https://advisorcensus.com/firm/eagle-point-defensive-income-management-llc-greenwich-ct-328508

## Quick answers

**How is Eagle Point Defensive Income Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Eagle Point Defensive Income Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Eagle Point Defensive Income Management LLC located?**
Eagle Point Defensive Income Management LLC's principal office is in Greenwich, CT, according to its Form ADV.

**Is Eagle Point Defensive Income Management LLC registered with the SEC or a state?**
Eagle Point Defensive Income Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328508.

**How much does Eagle Point Defensive Income Management LLC manage?**
Eagle Point Defensive Income Management LLC reports $183,519,998 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary).

**How have Eagle Point Defensive Income Management LLC's assets and staff changed since 2024?**
In the Form ADV data for Eagle Point Defensive Income Management LLC: Regulatory assets under management: $0 in the October 2024 data and $183,519,998 in the October 2026 data. Total employees: 52 in October 2024 and 68 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eagle Point Defensive Income Management LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Eagle Point Defensive Income Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328508

**What changed in Eagle Point Defensive Income Management LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $183,519,998
- Discretionary: $183,519,998
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 1 | $183,519,998 |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 68 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 52 | January 5, 2024 |
| October 2025 | $135,843,586 | 68 | March 28, 2025 |
| October 2026 | $183,519,998 | 68 | July 14, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $183,519,998 in the October 2026 data.
Total employees: 52 in October 2024 and 68 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 13 to 12.
- Regulatory assets under management went from $135,843,586 to $183,519,998 (+35%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eagle Point Defensive Income Management LLC (CRD 328508): Form ADV filing data as of October 2026.