ASILIA CREDIT INVESTMENTS

RIASEC RegisteredEst. 2025
Total AUM
$366M
Discretionary
$146M
40% of AUM
Avg account
$52.3M
Accounts
7
Employees
4
Advisory reps
3

Firm details

Headquarters
South Salt Lake, Utah
CRD number
334981
Registered since
May 9, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Asilia Credit Investments is a limited liability company that operates as a private equity fund manager focused on pooled investment vehicles for institutional clients. The firm’s regulatory profile identifies it as an adviser to pooled funds and as a sponsor/GP/managing member of those vehicles, which indicates it both structures funds and takes on active management responsibilities. Its fee model combines a percentage of assets under management with performance-based fees, which aligns compensation with realized fund returns and suggests an emphasis on outcome-driven strategies. Investment activity centers on private-market allocations, with a particular orientation toward credit and other alternative asset classes. The firm is not positioned as an ESG-active investor and its business is narrowly focused on fund management rather than broad capital-allocation or pension-consulting services. Asilia’s client base is institutional and the adviser operates from a single office, keeping decision-making and portfolio oversight concentrated.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Owners & executives

3 of 3
  • KEITH READ

    Chief Executive OfficerCRD 6419428

  • Lynne Carreiro

    Chief Compliance OfficerCRD 7714916

  • JONATHAN GARDNER

    Founder and CEOCRD 4465977

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

South Salt Lake, UT

SALT LAKE

Location

South Salt Lake, UT

Headquartered in South Salt Lake, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
2250 S West Temple
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth