Private fund adviser · New York, NY
Investcorp Credit Management US LLC
SEC-registered investment adviser · CRD 165140 · SEC 801-77039
At a glance
Investcorp Credit Management US LLC is an SEC-registered investment adviser based in New York, New York, with $12.0 billion in regulatory assets under management as of its Form ADV filed September 28, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 533rd of 4,686 private fund advisers and 1,205th of 17,210 SEC-registered advisers by assets.
Main office 212-599-4700investcorp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $12B
- Rank among private fund advisers
- #533 of 4,686
- Rank among all SEC RIAs
- #1,205 of 17,210
- Rank in New York
- #318 of 2,591
- Clients
- 42
- Accounts
- 42
- Discretionary
- 100% of AUM
- Employees
- 28
- Advisory staff
- 15
- Offices
- 1
Owners and executives on its Form ADV
- Corey S. GeisHead of Investcorp Credit Management US
- Edward B. SmithGeneral Counsel; Chief Compliance Officer
- Brian D. MarshallChief Investment Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Investcorp Credit Management US LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Investcorp Asia Financial Services PTE LTD., Investcorp Asset Advisory Services Limited, Investcorp Financial Services B.s.c.(c), Investcorp Gulf Investments B.s.c.(c), Investcorp Japan, LLC, Investcorp Saudi Arabia Financial Investments Co., Investcorp Securities Limited and N.A. Investcorp LLC.
- Investcorp Asia Financial Services PTE LTD.
- Investcorp Asset Advisory Services Limited
- Investcorp Financial Services B.s.c.(c)
- Investcorp Gulf Investments B.s.c.(c)
- Investcorp Japan, LLC
- Investcorp Saudi Arabia Financial Investments Co.
- Investcorp Securities Limited ↗CRD 287521
- N.A. Investcorp LLC ↗CRD 134162
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 38 | $12B | 97% |
| Insurance companies | 2 | $377M | 3% |
| Corporations or other businesses | 2 | $15M | <1% |
Private funds
Investcorp Credit Management US LLC reports 38 private funds with $12B in gross assets: hedge funds, securitized asset funds (Form ADV Item 7.B).
Disciplinary disclosures
Investcorp Credit Management US LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗investcorp.com ↗
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The full record on Investcorp Credit Management US LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 908 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Investcorp Credit Management US LLC manage?
Investcorp Credit Management US LLC reports $12.0 billion in regulatory assets under management across 42 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 28, 2026.
What kind of firm is Investcorp Credit Management US LLC?
Investcorp Credit Management US LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Investcorp Credit Management US LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($11.6 billion, 38 clients); insurance companies ($377 million, 2 clients); corporations or other businesses ($15 million, 2 clients).
Does Investcorp Credit Management US LLC manage private funds?
Yes. It reports 38 private funds with $11.8 billion in gross assets, including hedge funds, securitized asset funds.
Does Investcorp Credit Management US LLC have any disciplinary history?
Investcorp Credit Management US LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Investcorp Credit Management US LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →