CREDIT CAPITAL INVESTMENTS

RIASEC RegisteredEst. 2012
Total AUM
$351M
Discretionary
$351M
100% of AUM
Avg account
$15.3M
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 Vehicles51.32%
  • HNWI31.22%
  • Banking / Thrift Institutions9.86%
  • Investment Companies6.83%
  • Corporations / Businesses0.77%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Credit Capital Investments is an SEC-registered limited liability company formed in 2012 that operates primarily as a hedge fund manager and pooled-vehicle sponsor. The firm provides portfolio management for individuals/small businesses and for pooled investment vehicles, and also performs CPO/CTA functions. Its client base spans high-net-worth individuals and families as well as institutional investors. Compensation is structured as a percentage of assets under management plus performance-based fees. The adviser does not position itself as an ESG-focused manager and is owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

2 of 2
  • ROBERT MURRAY

    Advisor/Chief Compliance OfficerCRD 6029721

  • VARKKI CHACKO

    Chief Investment Officer, Managing PrincipalCRD 1790214

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

$419K in ETFs

Passive

100%

$419K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
FRANKLIN FTSE SOUTH KOREA ETF (FLKR)PassiveMiscellaneous Region$419K10,500100.00%

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth