Advisor & Subadvisor
Providing individual investors access to institutional investment strategies to assist in accomplishing their long-term financial and investment goals.
1 Bluerock’s interval fund experience dates back to 2012 with one of the longest tenured interval funds which ranks 3rd in net assets among 101 active interval funds. Source: intervalfundtracker.com, as of 12.31.2024.
2 The team’s CLO issuance activity includes time when the team was employed by a different investment manager.
3 The team’s CLO tranche trading activity includes time when the team was employed by a different investment manager. As of 12.31.2024.