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.
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.
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 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.
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.