Credit Risk Advisors, L.P. (Upper Saddle River)


Credit Risk Advisors, L.P. is a large advisory firm based in Upper Saddle River. It manages $58.3 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New Jersey.

Credit Risk Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Credit Risk Advisors: assets under management

The assets under management (AUM) of Credit Risk Advisors, L.P. is $58.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -90% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $58.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $29.15 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Credit Risk Advisors, L.P. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
William Jeter Michaelcheck Chairman 1 Jan 2002 50% - 75% 1016386
William Jeter Michaelcheck Chairman 1 Mar 2002 25% - 50% 1016386
Llc Mariner Investment Group 100% holder of class m interest (management interest) 1 Jul 2003 Other 124744
Inc. Mariner Partners Corporate parent 1 Oct 2003 75% - 100% 01-0609956

Based in Upper Saddle River

The principal office where Credit Risk Advisors, L.P. performs its advisory services is located at 11 Ivy Place, Upper Saddle River, NJ 07458 1318, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 201-934-7768 or by fax 201-934-7147. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday.