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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 8 -20.00%
of those in investment advisory functions 7
Registration SEC, Approved, 03/26/2012
AUM* 220,004,622 6.48%
of that, discretionary 220,004,622 6.48%
Private Fund GAV* 111,880,080 -8.61%
Avg Account Size 11,000,231 11.81%
% High Net Worth 35.00% 5.00%
SMA’s Yes
Private Funds 3 1
Contact Info 973 xxxxxxx
Websites

Client Types

- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
341M 292M 244M 195M 146M 97M 49M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$111,880,080

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Brochure Summary

Overview

Credit Capital Investments, LLC (hereinafter referred to as “CCI” or the “us,” “we,” or “our”), is a fee-based investment management firm that that seeks to achieve capital appreciation for institutional and retail/HNW investors. We specialize in directional1 opportunities, long and short asset allocation strategies primarily in credit instruments, their derivatives and related securities in the capital structure of the issuers on a global basis; our funds hold both U.S. and foreign-traded securities. CCI was formed in 2006. The experience, education, and background of its principals and management persons can be found on the Firm’s website: www.creditci.com. CCI’s principal owner and Chief Investment Officer is Varkki Chacko. We provide Investment Management Services to private funds (the “Funds”) and also provide Investment Advisory Services through separately managed accounts (the “Accounts”) for individuals and businesses. We also provide Sub- Advisory Services to, or have a dual contract relationship with, investment advisers, and typically do not have regular contact with clients of such investment advisers. There is only one category of assets to which we provide service: Assets under Management (AUM). AUM are invested assets for which we provide investment management and/or advisory services to which we have direct access to the account and exercise discretionary trading authority. Private funds are neither registered under the Securities Act of 1933, nor registered under the Investment Company Act of 1940. Accordingly, interests in these funds are offered exclusively to investors satisfying the applicable eligibility and suitability requirements either in private placement transactions within the United States or in offshore transactions. Specifically, these funds are only offered to qualified and accredited investors. No offer to sell these funds is made by the descriptions in this Brochure, and as noted these funds are available only to investors that are properly qualified. Private fund investments are managed in accordance with the investment objective set forth in each private fund’s confidential offering memorandum and such investments are not tailored to the individual needs of any particular private fund investor. The accounts are managed in accordance with a client’s (General Partner/Fund) chosen strategy and clients have a limited ability to tailor such strategies or limit certain securities. Investors in these vehicles must meet
the qualifications of the investment instrument. These private investment vehicles may not be available to, or appropriate for, all investors. Participation in the vehicles' strategies may involve certain risks and the investments may not be suitable for all investors. On behalf of the Funds, we may invest in a range of instruments but we generally invest in instruments such as, without limitation, credit default swaps, debt securities, convertible securities, preferred stock, equities, bank loans, futures, options and other derivative products. The funds may also hold cash and/or cash equivalents including money market funds if deemed appropriate. No rating criteria have been established for the debt securities in which the Funds may invest. 1 Directional Opportunities - In the view of the Investment Manager, the explosion of credit market growth across the globe has not been accompanied by a commensurate growth in the set of resources to analyze credit risk. Analysis of credit risk is a time consuming, resource intensive process given the large number of issuers globally. An investor with efficient processes to analyze the universe of issues and select what it believes to be the best opportunities will have the potential to be well rewarded. The Investment Manager believes that these processes are most effective when they identify not only the best opportunities but also the appropriate time to enter or exit these opportunities. Credit Capital Investments, LLC Form ADV: Part 2A Page 5 Separately managed accounts are managed in accordance with each Account’s investment objective, strategies and restrictions as set forth in each Account’s investment advisory agreement, and clients have a limited ability to tailor such strategies or limit certain securities. We generally invest, on behalf of the Accounts, in publicly traded equity, equity linked, and fixed income securities-- primarily corporate bonds, but may also include sovereign and government-related debt. There can be no assurance that the investment objectives of the Funds will be achieved and investment results may vary substantially. As of February 29, 2024, we had approximately $220,000,000 in regulatory assets under management (as defined by the SEC) all of which is managed on a discretionary basis. For a further discussion of these related items, See Item 7 (Types of Clients), Item 8 (Methods of Analysis, Investment Strategies and Risk of Loss) and Item 10 (Other Financial Industry Activities and Affiliations).