Idirect Private Credit Advisors Llc
- Regulatory AUM
- $291M
- Discretionary
- $291M
- Clients
- 1
- Avg AUM / client
- $291M
- Accounts
- 1
- Employees
- 158
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $291M | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jacobs, Stephen, Craig | General Counsel | Aug 2024 (2y) | Less than 5% | |
| Scholnick, Brett, Evan | Chief Financial Officer | Aug 2024 (2y) | Less than 5% | |
| Thome, Christopher, Wesley | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% | |
| Veronis, Nicholas, O' Malley | Chief Executive Officer | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Idirect Pc Holdings, Llc | Managing Member | Aug 2024 | A | 75% or more |
| Icapital Inc | Owner | Aug 2022 | B | 75% or more of Institutional Capital Network Inc. (indirect) |
| Institutional Capital Network Inc. | Managing Member | Aug 2024 | B | GP / trustee / elected manager of Idirect Pc Holdings, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 2.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗