CAPRA CREDIT MANAGEMENT, LLC

RIASEC RegisteredEst. 2019
Total AUM
$45.1M
Discretionary
$45.1M
100% of AUM
Avg account
$22.6M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
281736
Registered since
April 1, 2019
Custodians
UBS FINANCIAL SERVICES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Capra Credit Management, LLC is an SEC-registered investment adviser organized as an LLC and first registered in 2019. The firm serves institutional clients and provides portfolio management services tailored to businesses and other institutions. Its compensation arrangements include both a percentage-of-assets fee and performance-based fees. The adviser is not flagged as an active ESG investor and is identified as a related adviser within its regulatory disclosures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • DEREK DORAN

    Chief Operating Officer & Chief Compliance OfficerCRD 6026927

  • JAMES HEALY

    CEOCRD 1145062

  • MICHAEL KURINETS

    CIO and Portfolio ManagerCRD 2567676

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
300 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth