Idirect Private Credit Advisors LLC

RIASEC RegisteredEst. 2024
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

1 of 1
  • Brett Scholnick

    Brett Scholnick

    Chief Accounting OfficerCRD 5187735

Contacts

3 of 3
  • Christopher Thome

    Christopher Thome

    Senior Vice PresidentCRD 5488980

  • Nicholas Veronis

    Nicholas Veronis

    Co-Founder & Managing PartnerCRD 1604980

  • Stephen Jacobs

    Stephen Jacobs

    General CounselCRD 6027563

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth