AdvisorRanked
71
Some Concerns

AB PRIVATE CREDIT INVESTORS LLC

405 COLORADO STREET, AUSTIN, TX 78701
Fiduciaryfee-onlySEC Registered
512-721-2900 www.youtube.com/c/BernsteinPWM CRD #173027
$11.4B
Assets Managed
1
Clients
1
Employees
12
Years Active
since 2014

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46155. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

complaint46155

3 customer complaint(s)/arbitration(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 3

Complaint ratio: 300.00 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameAB PRIVATE CREDIT INVESTORS LLC
CRD Number#173027
SEC RegisteredYes
Registration Date2014-10-29
States RegisteredTX
Assets Under Management$11.4B
Number of Clients1
Employees1
Compensation Typefee-only
Last ADV Filing46155

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Frequently Asked Questions

Is AB PRIVATE CREDIT INVESTORS LLC a fiduciary?

Yes. AB PRIVATE CREDIT INVESTORS LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does AB PRIVATE CREDIT INVESTORS LLC charge clients?

AB PRIVATE CREDIT INVESTORS LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does AB PRIVATE CREDIT INVESTORS LLC have any complaints?

Yes. AB PRIVATE CREDIT INVESTORS LLC has 3 complaint(s) on record. Their complaint ratio is 300.00 per 100 clients (industry average: ~0.15).

How does AB PRIVATE CREDIT INVESTORS LLC compare to other advisors in AUSTIN?

AB PRIVATE CREDIT INVESTORS LLC has a Red Flag Score of 71/100. There are 174 registered advisory firms in AUSTIN. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46155. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.