Credit Capital Investments

RIASEC RegisteredEst. 2012
Total AUM
$444M
Discretionary
$444M
100% of AUM
Avg account
$19.3M
Accounts
23
Employees
7
Advisory reps
2

Firm details

Headquarters
Livingston, New Jersey
CRD number
160537
Registered since
March 26, 2012
Custodians
THE BANK OF NEW YORK MELLON, RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles59.48%
  • Other19.23%
  • HNWI9.37%
  • Banking / Thrift Institutions7.74%
  • Investment Companies3.6%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Credit Capital Investments is an SEC-registered, LLC-structured investment manager that operates with a hedge fund orientation. The firm, registered in 2012, serves both high-net-worth individuals and institutional clients and combines portfolio management for individuals, pooled vehicles and businesses or institutions with commodity pool/operator or CTA activities. Its economics include both an asset-based fee and performance-based fees, consistent with a manager that runs pooled funds alongside separately managed portfolios. The firm reports an owner-type of “individual” and does not identify as an active ESG investor. Credit Capital Investments functions as both an adviser and an active sponsor/GP/managing member of pooled investment vehicles, positioning itself to run proprietary funds while also managing accounts for external clients. The firm indicates a preference toward fixed-income exposures in its reported asset breakdown, though its overall structure and fee setup align with hedge-fund-style strategies that can include incentive compensation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 43%, Investment Grade Corp Bonds 35%, Non-Investment Grade Corp Bonds 17%, Exchange Traded Equities 5%43%
  • Other43%
  • Investment Grade Corp Bonds35%
  • Non-Investment Grade Corp Bonds17%
  • Exchange Traded Equities5%

Owners & executives

2 of 2
  • Varkki Chacko

    Varkki Chacko

    Chief Investment Officer, Managing PrincipalCRD 1790214

  • Robert Murray

    Robert Murray

    Advisor/Chief Compliance OfficerCRD 6029721

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$681K in ETFs

Passive

100%

$681K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
FRANKLIN FTSE SOUTH KOREA ETF (FLKR)PassiveMiscellaneous Region$681K10,300100.00%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth