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Diversifed Credit Investments LLC (San Francisco)


Diversifed Credit Investments LLC is a related adviser based in San Francisco. It manages $87 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

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Diversifed Credit Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Diversifed Credit Investments: assets under management

The assets under management (AUM) of Diversifed Credit Investments LLC is $87 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $87 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Diversifed Credit Investments LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Richard Fredericks Partner 1 Jun 1990 25% - 50% 809855
Stephanie Sorensen Fredericks Partner 1 Jun 1990 25% - 50% 4913931
John Andrew Mcquown Partner 1 Apr 1999 Other 1495622
Stephen Benson Kealhofer Trustee 1 Jun 1999 75% - 100% 4904457
Na Us Trust Trustee 1 Oct 2001 Other 95-4311476
Glenn C Hopkins Trustee 1 Jun 2004 Other 4464158
L.P. Mdv Vii Beneficial owner 1 Aug 2004 75% - 100% 94-3378459

Based in San Francisco

The principal office where Diversifed Credit Investments LLC performs its advisory services is located at 201 Spear St, San Francisco, CA 94105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-764-1906 or by fax 415-764-1074. The normal business hours are 8a - 5p on Monday - Friday. You can find more information about the New York firm at www.dcinv.com.


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