Credit Capital Investments

RIASEC RegisteredEst. 2012

Total AUM

$444M

Discretionary

$444M

100% of AUM

Avg account

$19.3M

Accounts

Employees

Advisory reps

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 Vehicles59.48%
HNWI28.6%
Banking / Thrift Institutions7.74%
Investment Companies3.6%
Corporations / Businesses0.58%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Credit Capital Investments is organized as an LLC and operates as a hedge-fund style advisor that registered with the SEC in 2012. The firm is owned by an individual and serves a mix of high-net-worth individuals, families and institutional clients. Its advisory work includes portfolio management for individuals and small businesses as well as management of pooled investment vehicles; it also functions in sponsor/GP and managing-member roles for pooled vehicles and is registered as a CPO/CTA. Compensation mixes a percentage-of-assets component with performance-based fees, reflecting a typical hedge-fund fee alignment. The firm does not describe itself as an active ESG investor and is not designated as a multi-state adviser or pension consultant.