Credit Capital Investments
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%
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other43%
- Investment Grade Corp Bonds35%
- Non-Investment Grade Corp Bonds17%
- Exchange Traded Equities5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$619K in ETFs
100%
$619K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FRANKLIN FTSE SOUTH KOREA ETF (FLKR) | Passive | Miscellaneous Region | $619K | 10,300 | 100.00% |
Location
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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