Idirect Private Credit Advisors LLC

RIASEC Registered
Total AUM
$291M
Discretionary
$291M
100% of AUM
Avg account
$291M
Accounts
1
Employees
158
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
333824
Registered since
December 3, 2024
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Idirect Private Credit Advisors LLC is an institutional registered investment adviser that registered with the SEC in 2024. The firm operates as a limited liability company and bills clients on a percentage-of-assets-under-management basis. Its stated advisory activity is portfolio management for investment companies, and its client focus is institutional investors rather than retail households. The firm is not positioned as an ESG-focused manager, and it is not described as a multi-state adviser, pension consultant, or related adviser to another SEC-registered entity. Corporate structure and affiliations indicate a broader set of industry roles beyond advisory services, including broker-dealer relationships and registration as other types of investment firms. Industry filings list several affiliations that point to a hybrid operating model: broker-dealer, other investment adviser, commodity pool operator/commodity trading adviser (CPO/CTA), insurance company relationships, and roles as sponsor, general partner, or managing member of pooled investment vehicles.

Assets & Accounts

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
60 E 42nd St
Time zone
ET (UTC-5)
Office locations

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