SR Alternative Credit, LLC

RIASEC RegisteredEst. 2024
Total AUM
$247M
Discretionary
$150M
61% of AUM
Avg account
$14.6M
Accounts
17
Employees
9
Advisory reps
3

Firm details

Headquarters
Darien, Connecticut
CRD number
319478
Registered since
February 23, 2024
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles60.71%
  • Corporations / Businesses39.29%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SR Alternative Credit, LLC is an institutional registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm focuses on managing pooled investment vehicles for institutional clients and charges a mix of asset-based and performance-linked fees (plus other fee arrangements). Ownership is identified as a combination of a domestic entity and an individual. SR Alternative Credit does not identify itself as a capital allocator and is not positioned as an active ESG investor or a multi-state adviser. Its operating roles include acting as sponsor/GP/managing member of pooled vehicles and maintaining affiliations with broker-dealers and other investment advisers.

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

Asset composition

Asset composition: Other 99%, Cash & Cash Equivalents 1%99%
  • Other99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Peter Faigl

    Peter Faigl

    Chief Investment OfficerCRD 3102744

Contacts

2 of 2
  • Jeffrey Haas

    Jeffrey Haas

    PresidentCRD 2147891

  • Pamela Lawrence

    PresidentCRD 1648920

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Darien, CT

Fairfield

Location

Darien, CT

Headquartered in Darien, CT, 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
Fairfield
Address
330 Boston Post Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth