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 institutional Registered Investment Adviser organized as an LLC and registered with the SEC in 2023. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles. Its fee model combines a percentage-of-assets-under-management component with performance-based fees. Origin Credit Advisers is not characterized as an active ESG investor and does not report being a multi-state adviser; it is owned by a mix of a domestic entity and an individual. The firm maintains a range of industry roles and relationships beyond pure advisory activity. Disclosed affiliations include broker-dealer relationships, other investment adviser roles, commodity pool operator/commodity trading advisor functions, and links to professional service firms such as accounting and law practices. It also lists connections to insurance companies, pension consulting, real estate brokerage, and roles as sponsor, general partner, or managing member of pooled investment vehicles and limited partnerships.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Thomas Briney

    Thomas Briney

    President and Chief Investment OfficerCRD 4816945

Contacts

1 of 1
  • Michael Mcvickar

    Michael Mcvickar

    General CounselCRD 6961833

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

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