Creditsights Advisory Services, LLC (New York)

Name: Creditsights Advisory Services, LLC
Address: 2 Park Avenue, New York, NY, 10016
Telephone: 212.340.3813

Creditsights Advisory Services, LLC is a pension cosultant based in New York. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New York.

Creditsights Advisory Services provides portfolio management for businesses and institutional clients, pension consulting services, and risk assessment services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Creditsights Advisory Services, LLC for their services and products based on hourly charges, subscription fees, and fixed fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Creditsights Advisory Services serves?

The only and largest group of clients of Creditsights Advisory Services is other investment advisers with 1 clients and $0 of assets under management. Among the 4 most similar advisory firms, Creditsights Advisory Services has the highest percentage of other investment advisers out of all clients.

None of the firm’s clients are foreign persons or businesses.

Creditsights Advisory Services doesn't advise any private funds.

Careers at Creditsights Advisory Services, LLC

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Hartstein Good	Cfo, chief compliance officer, gen'l counsel, secretary, elected manager	1 Feb 2006	Other	5123662
Inc Creditsights	Sole member	1 Mar 2012	75% - 100%	13-4137154
Glenn Lawrence Reynolds	Ceo, elected manager	1 Mar 2012	Other	2000063
Peter John Petas	President, chief operating officer, elected manager	1 Mar 2012	Other	1538921
Peter John Petas	Chairman, chief executive officer, elected manager	1 Dec 2015	50% - 75%	1538921

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lp Fa Technology Ventures	Owner	1 Mar 2004	25% - 50%	14-1827717
Lp Cornerstone Ventures	Owner	1 Mar 2004	50% - 75%	84-1531299

Based in New York

The principal office where Creditsights Advisory Services, LLC performs its advisory services is located at 2 Park Avenue, New York, NY 10016, 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 212.340.3813. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at creditsights.com.