SR Alternative Credit, LLC

RIASEC RegisteredEst. 2024
Total AUM
$247M
Discretionary
$150M
61% of AUM
Avg account
$14.6M
Accounts
17
Employees
9
Advisory reps
3

Firm details

Headquarters
Darien, Connecticut
CRD number
319478
Registered since
February 23, 2024
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles60.71%
  • Corporations / Businesses39.29%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SR Alternative Credit, LLC is an institutional registered investment adviser formed as a limited liability company and SEC-registered in 2024. The firm’s client focus is institutional, and its primary advisory activity is portfolio management for pooled investment vehicles. Filings indicate SR Alternative Credit functions in multiple roles around pooled vehicles — including sponsor and general partner/managing member — and also maintains affiliations as a broker-dealer and as another investment adviser. The firm charges fees based on a percentage of assets under management and can include performance-based and other fee arrangements. It does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

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 99%, Cash & Cash Equivalents 1%99%
  • Other99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Peter Faigl

    Peter Faigl

    Chief Investment OfficerCRD 3102744

Contacts

2 of 2
  • Jeffrey Haas

    Jeffrey Haas

    PresidentCRD 2147891

  • Pamela Lawrence

    PresidentCRD 1648920

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Darien, CT

Fairfield

Location

Darien, CT

Headquartered in Darien, CT, 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
Fairfield
Address
330 Boston Post Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth