Sign in Sign up for free

Diversified Credit Investments LLC (San Francisco)


Diversified Credit Investments LLC is a large advisory firm based in San Francisco. It manages $3.27 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Logo

Diversified Credit Investments 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.

Diversified Credit Investments: assets under management

The assets under management (AUM) of Diversified Credit Investments LLC is $3.27 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 3654% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.27 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.09 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Diversified Credit Investments LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 15 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Richard Fredericks Partner 1 Jun 1990 25% - 50% 809855
Stephanie Sorensen Fredericks Partner 1 Jun 1990 25% - 50% 4913931
Steven John Dixon Trustee 1 Dec 1998 50% - 75% 4375517
John Andrew Mcquown Partner 1 Apr 1999 Other 1495622
Stephen Benson Kealhofer Trustee 1 Jun 1999 75% - 100% 4904457
David Matthew Solo Ceo 1 Dec 1999 75% - 100% 2228326
Nancy Schoendorf General partner 1 Oct 2000 Other 5656788
Jonathan Feiber General partner 1 Oct 2000 Other 5656789
Moez Virani General partner 1 Mar 2001 Other 5656787
William Ericson General partner 1 Mar 2001 Other 5656790
Erik Straser General partner 1 Mar 2001 Other 5656791
Na Us Trust Trustee 1 Oct 2001 Other 95-4311476
Richard Evan Donick Trustee 1 May 2004 50% - 75% 4628086
Glenn C Hopkins Trustee 1 Jun 2004 Other 4464158
L.P. Mdv Vii Beneficial owner 1 Aug 2004 75% - 100% 94-3378459

Based in San Francisco

The principal office where Diversified Credit Investments LLC performs its advisory services is located at 201 Spear St, San Francisco, CA 94105, 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 415-764-1901 or by fax 415-764-1074. The normal business hours are 8a - 5p on Monday - Friday. You can find more information about the New York firm at www.dcinv.com.


Registered investment advisers similar to Diversified Credit Investments LLC