Carey Credit Advisors, LLC (New York City)


Carey Credit Advisors, LLC is an investment adviser to a business development company based in New York City. It manages $277 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Delaware and New York.

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

Carey Credit Advisors: assets under management

The assets under management (AUM) of Carey Credit Advisors, LLC is $277 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 454% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $277 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $277 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carey Credit Advisors, 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 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
W. P. Carey Inc. Managing member 1 Dec 2014 75% - 100% 45-4549771

Based in New York City

The principal office where Carey Credit Advisors, LLC performs its advisory services is located at 50 Rockefeller Plaza, New York City, NY 10020, 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 212-492-1100 or by fax 212-492-1184. The normal business hours are 9 am est to 5:30 pm est on Monday - Friday.