ORIGIN CREDIT ADVISERS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$538M
Discretionary
$538M
100% of AUM
Avg account
$269M
Accounts
2
Employees
8
Advisory reps
2

Firm details

Headquarters
DENVER, Colorado
CRD number
324839
Registered since
February 13, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies97.54%
  • Pooled Investment Vehicles2.46%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Origin Credit Advisers, LLC is an SEC-registered investment adviser formed as a limited liability company in 2023 that serves institutional clients. The firm’s advisory work centers on portfolio management for pooled investment vehicles, and its compensation model combines a percentage-of-assets-under-management fee with performance-based fees, which aligns manager and investor incentives. Origin Credit Advisers, LLC is not positioned as an active ESG investor and is identified as serving institutional mandates rather than retail households. Investment activity and manager allocation focus is credit- and real-asset oriented. The firm’s disclosures show it both invests in and sponsors pooled vehicles and has industry links that cover the operational spectrum required for more complex credit and real estate strategies (including sponsorship/GP roles and relationships with broker-dealers, CPO/CTAs, real estate brokers, and service providers such as law and accounting firms). That footprint suggests a business model that combines direct management of pooled funds with the selective use of third-party managers and sponsors for specialized strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • THOMAS BRINEY

    President and Chief Investment OfficerCRD 4816945

Contacts

1 of 1
  • MICHAEL MCVICKAR

    General CounselCRD 6961833

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

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
4600 S Syracuse St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth