{"url":"https://nivawealth.com/firms/raven-credit-capital-management-331556","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/331556","regulatoryAum":1460175241,"crd":"331556","history":[{"filedOn":"2024-05-31","regulatoryAum":1225692347,"clients":6,"employees":25,"offices":2},{"filedOn":"2025-07-18","regulatoryAum":1325969876,"clients":8,"employees":21,"offices":3},{"filedOn":"2026-05-07","regulatoryAum":1460175241,"clients":10,"employees":23,"offices":3}],"secFileNumber":"801-130580","legalName":"Raven Credit Capital Management LLC","displayName":"Raven Credit Capital Management","slug":"raven-credit-capital-management-331556","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"125 Park Ave, 25th Floor, Suite #2521","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10017"},"tradeNames":[],"registration":{"secApproved":"1 July 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":23,"advisory":11,"brokerDealerReps":0,"insuranceAgents":0,"promoters":2},"aum":{"regulatory":1460175241,"discretionary":1460175241,"discretionaryAccounts":10,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":40,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":7,"regulatoryAum":1453107882},{"label":"Charitable organizations","clients":3,"fewerThan5":true,"regulatoryAum":7067359}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"BNY Mellon","shortName":"BNY Mellon","location":"New York, NY","smaAssets":3218302},{"name":"PNC Bank, National Association","shortName":"PNC Bank, National Association","location":"Pittsburgh, PA","smaAssets":3849057}],"custodyNote":"Raven Credit Capital Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Gary Sumers","title":"President","crd":"2158622"},{"name":"Jenna Kamiat","title":"Chief Compliance Officer/Legal Counsel","crd":"8135048"},{"name":"Dimitri Cohen","title":"Principal and CIO of Credit","crd":"5271456"},{"name":"Christopher Felice","title":"Principal, CFO and COO","crd":"6360541"},{"name":"Jeremy Tucker","title":"Principal and Portfolio Manager","crd":"4833781"}],"ownership":[{"label":"Jeremy Tucker","detail":"Principal and portfolio manager in the 10% to 25% ownership band and a control person, since September 2008."},{"label":"Christopher Felice","detail":"Principal, cfo and coo in the 10% to 25% ownership band and a control person, since May 2014."},{"label":"Dimitri Cohen","detail":"Principal and cio of credit in the 25% to 50% ownership band and a control person, since March 2021."},{"label":"The Gary M. Sumers 2018 Revocable Trust","detail":"Member in the 25% to 50% ownership band, since October 2025."},{"label":"Gary Sumers","detail":"Indirect owner: trustee of The Gary M. Sumers 2018 Revocable Trust and a control person, since December 2018.","parent":"The Gary M. Sumers 2018 Revocable Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"100 Wilshire BLVD","city":"Santa Monica"}]},{"state":"Florida","offices":1,"addresses":[{"street":"3835 Pga BLVD","city":"Palm Beach Gardens"}]},{"state":"New York","offices":1,"addresses":[{"street":"125 Park Ave, 25th Floor, Suite #2521","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-966-7926","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Cash and cash equivalents","percent":100}],"privateFunds":7},"sources":{"adv1FilingDate":"7 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/331556/PDF/331556.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Raven Credit Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Raven Credit Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Raven Credit Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Raven Credit Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Raven Credit Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Raven Credit Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Raven Credit Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Raven Credit Capital Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 7 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}