COMMONWEALTH CREDIT ADVISORS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$865M
Accounts
2
Employees
150
Advisory reps
7

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
312541
Registered since
March 5, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles52.66%
  • Business Development Companies47.34%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Commonwealth Credit Advisors, LLC is a boutique institutional adviser focused on credit and alternative strategies for pooled vehicles and separate accounts. The firm acts as both portfolio manager for investment companies and as an adviser to businesses and institutions, combining discretionary management with sponsor and general partner roles for pooled investment vehicles. Commonwealth uses a fee structure that includes a percentage of assets under management plus performance-based fees, reflecting a willingness to take on active, outcome-linked mandates. Investment activity centers on credit-oriented and diversifying allocations. The firm identifies managers and structures funds across securitized and private credit, while also allocating to private equity, real estate and hedge fund strategies. Commonwealth describes itself as an active ESG investor, which suggests ESG factors are integrated into manager selection and underwriting across both public and private exposures. The adviser is SEC-registered (since 2021) and operates primarily with institutional clients, positioning itself as a manager and sponsor rather than a retail-facing wealth manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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 6
  • ROBERT O'SULLIVAN

    Chief Executive OfficerCRD 4580748

  • MICHAEL FALK

    Founder and CEOCRD 1260489

  • CECILIO RODRIGUEZ

    Partner and Chief Financial OfficerCRD 4901911

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Contacts

1 of 1
  • MICHAEL ALTSCHULER

    Partner and General CounselCRD 6774166

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

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
360 S Rosemary Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth