SourcingSourcing

ORIGIN CREDIT ADVISERS, LLC

C48
CRD 324839·SEC 801-127331·DENVER, CO
AUM
$538.0M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ORIGIN CREDIT ADVISERS, LLC
CRD
324839
SEC file #
801-127331
EIN
923236095
DBA names
—

Economics

AUM
$538.0M
AUM band
$500M-$1B
AUM trajectory
'25'26
$605.5M → $538.0M▼ -11%
Client mix
Investment Companies1
Pooled Investment Vehicles1

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
origincreditadvisers.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ORIGIN INVESTMENTS GROUP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
ORIGIN INVESTMENTS GROUP, LLC
BRINEY, THOMAS, IAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ORIGINCREDITADVISERS.COM
Rdap Domain Creation Date
2023-01-06T16:57:44Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002004120
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2023-12-26
Edgar Last Filing Date
2023-12-26
Edgar Form D Count
1
Edgar Form D Offerings
2023-12-262023-12-26 · 0002004120-23-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
4600 S. SYRACUSE ST., 9TH FLOORDENVER, CO 80237
Business
4600 S. SYRACUSE ST., 9TH FLOORDENVER, CO 80237
Edgar EIN
923236095
Edgar Recent Filings
D2023-12-26 · 0002004120-23-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-06T16:57:44Z
Rdap Domain Last Changed
2025-01-07T18:47:39Z
Rdap Nameservers
Ns65.domaincontrol.comNs66.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (2)

2
BRINEY, THOMAS, IAN
Executive Officer · 2.5%
4816945
MCVICKAR, MICHAEL, BRIAN
Executive Officer · 2.5%
6961833