Credit Capital Investments

RIASEC Registered
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%
  • Other Investment Advisers3.6%
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 investment adviser (registered in 2012) organized as an LLC and structured as a hedge fund manager. The firm operates as a CPO/CTA and also serves as sponsor, general partner and managing member of pooled investment vehicles. Its client mix includes individuals and family clients as well as institutional investors. Advisory services cover portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. Compensation combines a percentage-of-AUM fee with performance-based fees. The firm is not characterized as an active ESG investor.

Assets & Accounts

Public Holdings

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 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

FINTRX

Contacts

FINTRX

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

$619K in ETFs

Passive

100%

$619K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
FRANKLIN FTSE SOUTH KOREA ETF (FLKR)PassiveMiscellaneous Region$619K10,300100.00%

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