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 SEC-registered limited liability company (registration year 2024) that provides institutional advisory services on a fee-for-assets basis. The firm’s stated advisory activity is portfolio management for investment companies. Ownership is listed as a mix of a domestic entity and an individual. Idirect is not designated as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. Regulatory and industry affiliations linked to the firm include roles as a broker-dealer, other investment adviser, CPO/CTA, insurance company, and sponsor/GP/managing member of pooled investment vehicles. Classification in the source data is unclassified.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BRETT SCHOLNICK

    Chief Accounting OfficerCRD 5187735

Contacts

3 of 3
  • STEPHEN JACOBS

    General CounselCRD 6027563

  • NICHOLAS VERONIS

    Co-Founder & Managing PartnerCRD 1604980

  • CHRISTOPHER THOME

    Senior Vice PresidentCRD 5488980

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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