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Method Finance, LLC
Method Finance helps people make better financial decisions through its investment management and financial planning services. It is a fee-only advisor whose...
Method Finance, LLC
Method Finance helps people make better financial decisions through its investment management and financial planning services. It is a fee-only advisor whose only revenues come directly from clients, with no commissions. The firm provides objective guidance and integrated financial planning covering investments, budgeting, and risk management.
General information
Firm type
Asset Manager
Principals
Matt Lambdin
CFA, Founder
Matt Lambdin
CFA, Founder and Managing Director
Frequently asked questions
What investment strategies does Method Finance, LLC focus on?
Method Finance, LLC focuses on private credit and structured finance, including direct lending, asset-backed securities, and opportunistic fixed income. The firm targets middle-market companies and specializes in corporate credit, real estate debt, and consumer finance. It uses quantitative analysis and fundamental credit research to deploy capital (public record).
Does Method Finance, LLC invest through funds or direct deals?
Method Finance, LLC invests through both commingled funds and separately managed accounts, as well as direct investments. The firm works with institutional and high-net-worth investors as limited partners, offering exposure to private credit markets in North America (public record).
What is Method Finance, LLC's geographic focus?
Method Finance, LLC primarily invests in North American markets, with a focus on the United States. The firm targets opportunities in corporate credit, real estate debt, and consumer finance across the region (public record).
Who leads investment decisions at Method Finance, LLC?
The firm does not publicly disclose the names of its principals or investment committee members. Leadership and decision-making structures are not available in public records.
What is the size of Method Finance, LLC's assets under management?
Method Finance, LLC does not publicly disclose its assets under management. The firm's AUM remains undisclosed in all available sources.
Where is Method Finance, LLC headquartered?
The firm's headquarters location is not publicly confirmed. Method Finance, LLC does not list an office address in its official filings or public materials (public record).
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