Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Idirect Private Credit Advisors LLC
Loading private fund disclosures…
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
IDIRECT PC HOLDINGS, LLCDirect owner · Schedule AInterest in IDIRECT PRIVATE CREDIT ADVISORS LLC
75%+
HUDSON POINT CREDIT PARTNERS, LLCDirect owner · Schedule AInterest in IDIRECT PRIVATE CREDIT ADVISORS LLC
10% to < 25%
AUDAX PRIVATE DEBTDirect owner · Schedule AInterest in IDIRECT PRIVATE CREDIT ADVISORS LLC
10% to < 25%
BAIN CAPITAL CREDIT, LPDirect owner · Schedule AInterest in IDIRECT PRIVATE CREDIT ADVISORS LLC
10% to < 25%
IDIRECT PRIVATE CREDIT ANCHOR FUND, LPDirect owner · Schedule AInterest in IDIRECT PRIVATE CREDIT ADVISORS LLC
10% to < 25%
ICAPITAL INCIndirect owner · Schedule BInterest in INSTITUTIONAL CAPITAL NETWORK INC.
75%+
AUDAX PD MANAGEMENT HOLDINGS, LPIndirect owner · Schedule BInterest in AUDAX PD MANAGEMENT HOLDINGS II, LLC
75%+
BAIN CAPITAL, LPIndirect owner · Schedule BInterest in BAIN CAPITAL CREDIT (GP), LLC
75%+
BAIN CAPITAL HOLDINGS, LPIndirect owner · Schedule BInterest in BAIN CAPITAL, LP
75%+
BAIN CAPITAL, LPIndirect owner · Schedule BInterest in BAIN CAPITAL CREDIT, LP
75%+
CHARLESBANK CAPITAL PARTNERS, LLCIndirect owner · Schedule BInterest in HUDSON POINT CREDIT PARTNERS, LLC
75%+
CHARLESBANK CAPITAL PARTNERS, LIMITED PARTNERSHIPIndirect owner · Schedule BInterest in CHARLESBANK CAPITAL PARTNERS, LLC
75%+
AUDAX PD MANAGEMENT HOLDINGS II, LLCIndirect owner · Schedule BInterest in AUDAX PRIVATE DEBT
75%+
AUDAX MANAGEMENT COMPANY HOLDINGS, LLCIndirect owner · Schedule BInterest in AUDAX PD MANAGEMENT HOLDINGS, LP
50% to < 75%
KEVIN PAUL MAGIDIndirect owner · Schedule BInterest in AUDAX PD MANAGEMENT HOLDINGS, LP
25% to < 50%
GEOFFREY SCOTT REHNERTIndirect owner · Schedule BInterest in AUDAX MANAGEMENT COMPANY HOLDINGS, LLC
25% to < 50%
MARC BRIAN WOLPOWIndirect owner · Schedule BInterest in AUDAX MANAGEMENT COMPANY HOLDINGS, LLC
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Idirect Private Credit Advisors LLC.
Reported ownership and control details
Form ADV · Filing date 2026-06-30 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | IDIRECT PC HOLDINGS, LLCMANAGING MEMBERDomestic entity | IDIRECT PRIVATE CREDIT ADVISORS LLC | 75% or moreCode E | Yes | MANAGING MEMBER08/2024 | Schedule APDF page 51 |
| 2 | CHRISTOPHER WESLEY THOMECHIEF COMPLIANCE OFFICERIndividual | IDIRECT PRIVATE CREDIT ADVISORS LLC | Less than 5%Code NA | Yes | CHIEF COMPLIANCE OFFICER08/2024 | Schedule APDF page 51 |
| 3 | STEPHEN CRAIG JACOBSGENERAL COUNSELIndividual | IDIRECT PRIVATE CREDIT ADVISORS LLC | Less than 5%Code NA | Yes | GENERAL COUNSEL08/2024 | Schedule APDF page 51 |
| 4 | NICHOLAS O' MALLEY VERONISCHIEF EXECUTIVE OFFICERIndividual | IDIRECT PRIVATE CREDIT ADVISORS LLC | Less than 5%Code NA | Yes | CHIEF EXECUTIVE OFFICER08/2024 | Schedule APDF page 51 |
| 5 | BRETT EVAN SCHOLNICKCHIEF FINANCIAL OFFICERIndividual | IDIRECT PRIVATE CREDIT ADVISORS LLC | Less than 5%Code NA | Yes | CHIEF FINANCIAL OFFICER08/2024 | Schedule APDF page 52 |
| 6 | HUDSON POINT CREDIT PARTNERS, LLCMEMBERDomestic entity | IDIRECT PRIVATE CREDIT ADVISORS LLC | 10% to less than 25%Code B | No | MEMBER11/2024 | Schedule APDF page 52 |
| 7 | AUDAX PRIVATE DEBTMEMBERDomestic entity | IDIRECT PRIVATE CREDIT ADVISORS LLC | 10% to less than 25%Code B | No | MEMBER11/2024 | Schedule APDF page 52 |
| 8 | BAIN CAPITAL CREDIT, LPMEMBERDomestic entity | IDIRECT PRIVATE CREDIT ADVISORS LLC | 10% to less than 25%Code B | No | MEMBER11/2024 | Schedule APDF page 52 |
| 9 | IDIRECT PRIVATE CREDIT ANCHOR FUND, LPMEMBERDomestic entity | IDIRECT PRIVATE CREDIT ADVISORS LLC | 10% to less than 25%Code B | No | MEMBER11/2024 | Schedule APDF page 52 |
| 10 | INSTITUTIONAL CAPITAL NETWORK INC.MANAGING MEMBERDomestic entity | IDIRECT PC HOLDINGS, LLC | Percentage not specifiedCode F | Yes | MANAGING MEMBER08/2024 | Schedule BPDF page 52 |
| 11 | ICAPITAL INCOWNERDomestic entity | INSTITUTIONAL CAPITAL NETWORK INC. | 75% or moreCode E | Yes | OWNER08/2022 | Schedule BPDF page 52 |
| 12 | AUDAX PD MANAGEMENT HOLDINGS, LPSOLE MEMBERDomestic entity | AUDAX PD MANAGEMENT HOLDINGS II, LLC | 75% or moreCode E | Yes | SOLE MEMBER06/2025 | Schedule BPDF page 52 |
| 13 | BAIN CAPITAL CREDIT (GP), LLCGENERAL PARTNERDomestic entity | BAIN CAPITAL CREDIT, LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER11/2015 | Schedule BPDF page 52 |
| 14 | BAIN CAPITAL, LPMEMBERDomestic entity | BAIN CAPITAL CREDIT (GP), LLC | 75% or moreCode E | Yes | MEMBER11/2015 | Schedule BPDF page 52 |
| 15 | BAIN CAPITAL (GP), LLCGENERAL PARTNERDomestic entity | BAIN CAPITAL, LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER11/2015 | Schedule BPDF page 52 |
| 16 | BAIN CAPITAL HOLDINGS, LPLIMITED PARTNERDomestic entity | BAIN CAPITAL, LP | 75% or moreCode E | Yes | LIMITED PARTNER11/2015 | Schedule BPDF page 52 |
| 17 | BAIN CAPITAL, LPLIMITED PARTNERDomestic entity | BAIN CAPITAL CREDIT, LP | 75% or moreCode E | Yes | LIMITED PARTNER11/2015 | Schedule BPDF page 52 |
| 18 | CHARLESBANK CAPITAL PARTNERS, LLCSOLE MEMBERDomestic entity | HUDSON POINT CREDIT PARTNERS, LLC | 75% or moreCode E | Yes | SOLE MEMBER11/2024 | Schedule BPDF page 52 |
| 19 | CHARLESBANK CAPITAL PARTNERS GP, LLCMANAGERDomestic entity | CHARLESBANK CAPITAL PARTNERS, LLC | Percentage not specifiedCode F | Yes | MANAGER12/2009 | Schedule BPDF page 52 |
| 20 | CHARLESBANK CAPITAL PARTNERS, LIMITED PARTNERSHIPMEMBERDomestic entity | CHARLESBANK CAPITAL PARTNERS, LLC | 75% or moreCode E | Yes | MEMBER12/2009 | Schedule BPDF page 52 |
| 21 | CHARLESBANK CAPITAL PARTNERS GP, LLCGENERAL PARTNERDomestic entity | CHARLESBANK CAPITAL PARTNERS, LIMITED PARTNERSHIP | Percentage not specifiedCode F | Yes | GENERAL PARTNER12/2009 | Schedule BPDF page 52 |
| 22 | MICHAEL WOOSUNG CHOETRUSTEE/ELECTED MANAGERIndividual | CHARLESBANK CAPITAL PARTNERS GP, LLC | Percentage not specifiedCode F | Yes | TRUSTEE/ELECTED MANAGER07/2017 | Schedule BPDF page 52 |
| 23 | KEVIN PAUL MAGIDLIMITED PARTNERIndividual | AUDAX PD MANAGEMENT HOLDINGS, LP | 25% to less than 50%Code C | Yes | LIMITED PARTNER02/2022 | Schedule BPDF page 53 |
| 24 | AUDAX MANAGEMENT COMPANY HOLDINGS, LLCGENERAL PARTNERDomestic entity | AUDAX PD MANAGEMENT HOLDINGS, LP | 50% to less than 75%Code D | Yes | GENERAL PARTNER07/2019 | Schedule BPDF page 53 |
| 25 | GEOFFREY SCOTT REHNERTMEMBERIndividual | AUDAX MANAGEMENT COMPANY HOLDINGS, LLC | 25% to less than 50%Code C | Yes | MEMBER06/2019 | Schedule BPDF page 53 |
| 26 | MARC BRIAN WOLPOWMEMBERIndividual | AUDAX MANAGEMENT COMPANY HOLDINGS, LLC | 25% to less than 50%Code C | Yes | MEMBER06/2019 | Schedule BPDF page 53 |
| 27 | AUDAX PD MANAGEMENT HOLDINGS II, LLCSOLE MEMBERDomestic entity | AUDAX PRIVATE DEBT | 75% or moreCode E | Yes | SOLE MEMBER06/2025 | Schedule BPDF page 53 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 6/30/2026 2:39:11 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.