AdvisorCensus / Financial advisors / Connecticut / Bridgeport / Eagle Point Income Management LLC
Eagle Point Income Management LLC
Filed as EAGLE POINT INCOME MANAGEMENT LLC
Eagle Point Income Management LLC is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 14, 2026.
Quick answers
From the filingHow is Eagle Point Income Management LLC compensated?
On its Form ADV (Item 5.E, October 2026), Eagle Point Income Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Eagle Point Income Management LLC located?
Eagle Point Income Management LLC's principal office is in Greenwich, CT, according to its Form ADV.
Is Eagle Point Income Management LLC registered with the SEC or a state?
Eagle Point Income Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 299198.
How much does Eagle Point Income Management LLC manage?
Eagle Point Income Management LLC reports $457,851,840 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary).
How have Eagle Point Income Management LLC's assets and staff changed since 2021?
In the Form ADV data for Eagle Point Income Management LLC: Regulatory assets under management: $118,697,263 in the October 2021 data and $457,851,840 in the October 2026 data, up 286%. Total employees: 27 in October 2021 and 66 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Eagle Point Income Management LLC serve?
By number of clients on Form ADV Item 5.D: investment companies (1).
Does Eagle Point 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/299198
What changed in Eagle Point 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
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$457,851,840 as of October 2026, filing dated July 14, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (7 years)
- Employees
- Total: 66. Performing investment advisory functions: 10.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $457,851,840 | 66 | July 14, 2026 |
| October 2025 | $455,540,430 | 63 | March 28, 2025 |
| October 2024 | $243,728,042 | 42 | March 27, 2024 |
| October 2023 | $148,573,519 | 37 | April 28, 2023 |
| October 2022 | $173,181,855 | 33 | March 31, 2022 |
| October 2021 | $118,697,263 | 27 | March 31, 2021 |
Regulatory assets under management: $118,697,263 in the October 2021 data and $457,851,840 in the October 2026 data, up 286%.
Total employees: 27 in October 2021 and 66 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Eagle Point Income Management LLC (CRD 299198): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/eagle-point-income-management-llc-greenwich-ct-299198