CREDIT CAPITAL INVESTMENTS
Firm details
- Headquarters
- LIVINGSTON, New Jersey
- CRD number
- 160537
- Registered since
- March 26, 2012
- Website
- www.creditci.com
- Custodians
- THE BANK OF NEW YORK MELLON, RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles51.32%
- HNWI31.22%
- Banking / Thrift Institutions9.86%
- Investment Companies6.83%
- Corporations / Businesses0.77%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Credit Capital Investments is an SEC-registered limited liability company formed in 2012 that operates primarily as a hedge fund manager and pooled-vehicle sponsor. The firm provides portfolio management for individuals/small businesses and for pooled investment vehicles, and also performs CPO/CTA functions. Its client base spans high-net-worth individuals and families as well as institutional investors. Compensation is structured as a percentage of assets under management plus performance-based fees. The adviser does not position itself as an ESG-focused manager and is owned by an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other43%
- Investment Grade Corp Bonds35%
- Non-Investment Grade Corp Bonds17%
- Exchange Traded Equities5%
Owners & executives
2 of 2ROBERT MURRAY
Advisor/Chief Compliance OfficerCRD 6029721
VARKKI CHACKO
Chief Investment Officer, Managing PrincipalCRD 1790214
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$419K in ETFs
100%
$419K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FRANKLIN FTSE SOUTH KOREA ETF (FLKR) | Passive | Miscellaneous Region | $419K | 10,500 | 100.00% |
Location
LIVINGSTON, NJ
ESSEX
Location
LIVINGSTON, NJ
Headquartered in LIVINGSTON, NJ, 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
- ESSEX
- Address
- 354 Eisenhower Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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