other names
  • CREDIT CAPITAL INVESTMENTS
  • CREDIT CAPITAL INVESTMENTS, LLC

Adviser Profile

As of Date 03/28/2025
ADV Location LIVINGSTON, NJ, United States
Adviser Type - Large advisory firm
Number of Employees 8 -20%
of those in investment advisory functions 7
Registration SEC, Approved, 03/26/2012
AUM* 264,563,994
of that, discretionary 264,563,994 28%
Private Fund GAV* 118,488,029 -2%
Avg Account Size 12,598,285 28%
% High Net Worth 38.10% 14%
SMA’s Yes
Private Funds 5
Contact Info 973 xxxxxxx
Websites

Client Types

- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

341M 292M 244M 195M 146M 97M 49M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count5 GAV$118,488,029

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
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Stck Ticker934423104 Stock NameWARNER BROS DISCOVERY INC $ Position$14,545,829 % Position14.00% $ Change48.00% # Change0.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$9,077,000 % Position9.00% $ Change29.00% # Change0.00%
Stck Ticker336433107 Stock NameFIRST SOLAR INC $ Position$6,713,611 % Position6.00% $ Change18.00% # Change0.00%
Stck Ticker92343V104 Stock NameVERIZON COMMUNICATIONS INC $ Position$5,551,499 % Position5.00% $ Change-7.00% # Change0.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$4,847,220 % Position5.00% $ Change8.00% # Change2.00%
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Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$2,838,387 % Position3.00% $ Change-10.00% # Change0.00%
Stck Ticker747525103 Stock NameQUALCOMM INC $ Position$3,198,635 % Position3.00% $ Change3.00% # Change0.00%

Brochure Summary