ORIGIN CREDIT ADVISERS, LLC
Adviser information for ORIGIN CREDIT ADVISERS, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $367.1M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $367.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $367.1M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-127331 |
|---|---|
| SEC ERA File Number | 801-127331 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324839 |
| Legal Entity Identifier | None |
Principal Office
4600 S SYRACUSE ST9TH FLOOR
DENVER
CO
United States
Monday - Friday, 9-5
Tel: 720-902-8898, Fax: None
Chief Compliance Officer
MICHAEL MCVICKAR
121 W WACKER DR
SUITE 1000
CHICAGO
IL
United States
Tel:
312 635 3704
M********@***********************M
(Full email address available in API data)
Regulatory Contact
JEREMY WILSON
71 SOUTH WACKER DRIVE
SUITE 1860
CHICAGO
IL
United States
Tel:
312-334-7337
J******@*********M
(Full email address available in API data)
Industry Affiliates
| CARDINAL POINT WEALTH MANAGEMENT | Other investment adviser, including financial planners |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | Other investment adviser, including financial planners |
| OIG-MCF MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
| OIG-SCF MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ORIGIN MCF PARALLEL FUND, L.P. | MORTGAGE-BACKED SECURITIES FUND | $18.5M | $0.1M | 4 |
| ORIGIN MULTIFAMILY CREDIT FUND, LLC | MORTGAGE-BACKED SECURITIES FUND | $231.2M | $0.1M | 268 |
| ORIGIN STRATEGIC CREDIT FUND, LLC | MORTGAGE-BACKED SECURITIES FUND | $117.5M | $0.1M | 389 |
| ORIGIN STRATEGIC CREDIT PARALLEL FUND, LLC | REAL ESTATE DEBT FUND | $0.0M | $0.1M | 0 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ORIGIN INVESTMENTS GROUP, LLC | Domestic Entity | – | MEMBER/MANAGER | 01/2023 | > 75% |
| MCVICKAR, MICHAEL, BRIAN | Individual | – | CCO | 03/2023 | < 5% |
| BRINEY, THOMAS, IAN | Individual | – | CHIEF INVESTMENT OFFICER | 03/2023 | < 5% |
| FOCUS FINANCIAL PARTNERS, LLC | Domestic Entity | FOCUS OPERATING, LLC | MEMBER | 01/2007 | > 75% |
| FOCUS FINANCIAL PARTNERS INC. | Domestic Entity | FOCUS FINANCIAL PARTNERS, LLC | MANAGING MEMBER | 07/2018 | > 75% |
| FOCUS OPERATING, LLC | Domestic Entity | ORIGIN INVESTMENTS GROUP, LLC | MEMBER | 01/2023 | > 75% |
| FERDINAND FFP ACQUISITION, LLC | Domestic Entity | FOCUS FINANCIAL PARTNERS INC. | SHAREHOLDER, CLASS A COMMON STOCK | 08/2023 | > 75% |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | Domestic Entity | FOCUS FINANCIAL PARTNERS INC. | SHAREHOLDER, CLASS B COMMON STOCK | 08/2023 | > 75% |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | Domestic Entity | FERDINAND FFP ACQUISITION, LLC | MEMBER | 08/2023 | > 75% |
| FERDINAND FFP PARENT, INC | Domestic Entity | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | MEMBER | 08/2023 | > 75% |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | Domestic Entity | FERDINAND FFP PARENT, INC | SHAREHOLDER | 08/2023 | > 75% |
| CD&R FERDINAND HOLDINGS, L.P. | Domestic Entity | FERDINAND FFP ULTIMATE HOLDINGS, LP | PARTNER | 08/2023 | 50-75% |
| CD&R FERDINAND CO-INVESTOR, L.P. | Foreign Entity | CD&R FERDINAND HOLDINGS, L.P. | PARTNER | 08/2023 | 25-50% |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | Foreign Entity | CD&R FERDINAND HOLDINGS, L.P. | PARTNER | 08/2023 | 50-75% |