Raven Credit Capital Management provides portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 7 private funds.
Raven Credit Capital Management reports 10 clients. They include 7 pooled investment vehicles and 3 charitable organizations. Of its assets, 100.0% ($1.46B across 10 accounts) are managed with discretion. Of its clients, 40% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 70% | 100% |
| Charitable organizations | 30% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 7 | $1.45B | 99.5% | $208M |
| Charitable organizations | Fewer than 5 | $7.07M | 0.5% | $2.36M |
| Total | 10 | $1.46B | 100% | — |
- Clients
- 7
- Regulatory AUM
- $1.45B
- AUM share
- 99.5%
- Avg. per client
- $208M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.07M
- AUM share
- 0.5%
- Avg. per client
- $2.36M
Total
- Clients
- 10
- Regulatory AUM
- $1.46B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 40%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 7
Raven Credit Capital Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Dimitri Cohen owns 25% to 50% of Raven Credit Capital Management. The leadership team of Raven Credit Capital Management includes President Gary Sumers and Chief Compliance Officer Jenna Kamiat. It has 23 employees, 11 of them in advisory roles.
Staff
- 23 employees
- 11 in advisory functions
- 2 soliciting firms
- Owns 25% to 50% of Raven Credit Capital Management LLC
Dimitri Cohen
Control person · since March 2021
- Owns 25% to 50% of Raven Credit Capital Management LLC
The Gary M. Sumers 2018 Revocable Trust
since October 2025
Gary Sumers
Trustee · Control person · since December 2018
- Owns 10% to 25% of Raven Credit Capital Management LLC
Jeremy Tucker
Control person · since September 2008
- Owns 10% to 25% of Raven Credit Capital Management LLC
Christopher Felice
Control person · since May 2014
Raven Credit Capital Management’s regulatory assets grew from $1.23B (May 2024) to $1.46B (May 2026); clients rose from 6 to 10 and employees fell from 25 to 23.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $1.46B | 10 | 23 | 3 |
| Jul 2025July 2025 | $1.33B | 8 | 21 | 3 |
| May 2024May 2024 | $1.23B | 6 | 25 | 2 |
Besides its headquarters, Raven Credit Capital Management has 2 offices, with 3 listed addresses across 3 states.
California · 1 listed address
- 100 Wilshire BLVD, Santa Monica
Florida · 1 listed address
- 3835 Pga BLVD, Palm Beach Gardens
New York · 1 listed address
- 125 Park Ave, 25th Floor, Suite #2521, New YorkHQ
Contact and registration details
- Legal name
- Raven Credit Capital Management LLC
- Headquarters
- 125 Park Ave, 25th Floor, Suite #2521, New York, NY 10017
- Website
- Not reported
- Phone
- 212-966-7926
- SEC file
- 801-130580
- Structure
- Delaware LLC
- Fiscal year end
- December
Raven Credit Capital Management’s named custodians for separately managed accounts are PNC Bank, National Association ($3.85M, 54%) and BNY Mellon ($3.22M, 46%). Raven Credit Capital Management has custody of client assets.
- BNY MellonBNY Mellon · New York, NY · $3.22M46%
- PNC Bank, National AssociationPNC Bank, National Association · Pittsburgh, PA · $3.85M54%
At year end, Raven Credit Capital Management’s separately managed accounts were mostly in cash (100%).
What the accounts hold
- Cash100%
How many clients does Raven Credit Capital Management have?
Raven Credit Capital Management has 10 clients and manages $1.46 billion for them, as of May 2026. They include 7 pooled investment vehicles and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 May 2026
What services does Raven Credit Capital Management offer?
Raven Credit Capital Management provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Raven Credit Capital Management use?
Raven Credit Capital Management’s separately managed account assets are held at PNC Bank, National Association (Pittsburgh, PA), with $3.85M and BNY Mellon (New York, NY), with $3.22M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 May 2026
How many financial advisors does Raven Credit Capital Management have?
Raven Credit Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 23 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Raven Credit Capital Management invest in?
At the end of its last fiscal year, Raven Credit Capital Management’s separately managed accounts held 100% cash and equivalents. It advises 7 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Raven Credit Capital Management?
Raven Credit Capital Management’s direct owners are Jeremy Tucker, Christopher Felice, Dimitri Cohen and the Gary M. Sumers 2018 Revocable Trust, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 7 May 2026
How does Raven Credit Capital Management get paid?
Raven Credit Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Raven Credit Capital Management?
Raven Credit Capital Management’s main office is at 125 Park Ave, 25th Floor, Suite #2521, New York, NY 10017. Its phone number is 212-966-7926.