DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

BLUEROCK CREDIT FUND ADVISOR, LLC

CRD 291770

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dad7645e-cb31-f152-b7fd-abecdd9f6719

Data as of Mar 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 2
Observed: Jan 4, 2018 to Mar 28, 2026
18 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Bluerock Credit Fund Advisor, LLC

Private equity manager · shared crd

Private Creditidentity

Bluerock Credit Fund Advisor, LLC

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=2.0
Regulatory AUM: $189MItem 5.F on the latest filing (2026-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $189M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
Individual clients: 0
High net worth clients: 0
SEC number: 801-112392
CRD: 291770
Filings on the tape: 18
First filed: Jan 4, 2018
Latest filed: Mar 28, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BLUEROCK INSTITUTIONAL HIGH INCOME CREDIT FUND, LLC	Private Equity Fund	$24.9M	Mar 27, 2020	2	Mar 27, 2020	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLUEROCK ASSET MANAGEMENT, LLC	MANAGING MEMBER	E	yes	04/2018	Jun 6, 2018	Dec 10, 2024
BLUEROCK REAL ESTATE HOLDINGS, LLC	Member	F	yes	04/2018	Jan 4, 2018	Dec 10, 2024
EMALA, JASON	CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	05/2018	Jun 6, 2018	Dec 10, 2024
INTERVAL MANAGEMENT OWNER, LLC	Member	E	yes	10/2020	Mar 31, 2021	Dec 10, 2024
INTERVAL MANAGEMENT, LLC	Member	D	yes	08/2019	Mar 27, 2020	Dec 10, 2024
KAMFAR, ROBERT, RAMIN	Member	E	yes	07/2012	Jan 4, 2018	Dec 10, 2024
KAMFAR, ROBERT, RAMIN	Chairman	Na	yes	01/2018	Jan 4, 2018	Dec 10, 2024
RUDDY, JORDAN, BEN	President	Na	yes	01/2018	Jan 4, 2018	Dec 10, 2024
SEGREGATED ACCOUNT 30313 OF CROWN GLOBAL LIFE INSURANCE LTD.	Member	E	yes	10/2020	Mar 31, 2021	Dec 10, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BLUEROCK FUND ADVISOR, LLC	n/a	Asset manager	$3.5B	N	yes	n/a
BLUEROCK CAPITAL MARKETS LLC	n/a	n/a	n/a	N	yes	n/a
BLUEROCK REAL ESTATE, LLC	n/a	n/a	n/a	N	yes	n/a
BLUEROCK VALUE EXCHANGE, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 28, 2026	$189M	$189M	11	11	n/a	n/a
2024	Mar 29, 2025	$177M	$177M	14	14	n/a	n/a
2023	Mar 26, 2024	$109M	$109M	8	8	n/a	n/a
2022	Mar 31, 2023	$84.5M	$84.5M	8	8	n/a	n/a
2021	Mar 30, 2022	n/a	n/a	8	8	n/a	n/a
2020	Mar 31, 2021	n/a	n/a	8	8	n/a	n/a
2019	Mar 27, 2020	$24.9M	$0	9	9	1	$24.9M
2018	Mar 28, 2019	n/a	n/a	5	5	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$189M	$177M	6.9%	$84.5M	30.8%	11	14	0	0

Relationships

Affiliated with (2)

→ BLUEROCK FUND ADVISOR, LLCRegistered adviserother investment adviser, common control
factForm ADV
← BLUEROCK FUND ADVISOR, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (8)

← KAMFAR, ROBERT, RAMINOwnerMEMBER, ownership code E, individual
Jan 4, 2018 to Dec 10, 2024factForm ADV
← RUDDY, JORDAN, BENOwnerPRESIDENT, ownership code NA, individual
Jan 4, 2018 to Dec 10, 2024factForm ADV
← EMALA, JASONOwnerCHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 6, 2018 to Dec 10, 2024factForm ADV
← BLUEROCK ASSET MANAGEMENT, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jun 6, 2018 to Dec 10, 2024factForm ADV
← BLUEROCK REAL ESTATE HOLDINGS, LLCOwnerMEMBER, ownership code F, domestic entity
Jan 4, 2018 to Dec 10, 2024factForm ADV
← INTERVAL MANAGEMENT OWNER, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 31, 2021 to Dec 10, 2024factForm ADV
← INTERVAL MANAGEMENT, LLCOwnerMEMBER, ownership code D, domestic entity
Mar 27, 2020 to Dec 10, 2024factForm ADV
← SEGREGATED ACCOUNT 30313 OF CROWN GLOBAL LIFE INSURANCE LTD.OwnerMEMBER, ownership code E, foreign entity
Mar 31, 2021 to Dec 10, 2024factForm ADV

Advises (1)

→ BLUEROCK INSTITUTIONAL HIGH INCOME CREDIT FUND, LLCPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 27, 2020 to Mar 27, 2020factForm ADV

Dated events

Occurred
Mar 27, 2020
Control person left
Greer James Babb Iii (Chief Investment Officer) no longer on Schedule A of Bluerock Credit Fund Advisor, Llc (listed 2019-11-13, absent 2020-03-27)
Form ADVobserved 6 days ago
Occurred
Jan 4, 2018
First Form ADV filing
Bluerock Debt Fund Advisor, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dad7645e-cb31-f152-b7fd-abecdd9f6719
First observed: Jan 4, 2018
Last observed: Mar 28, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUEROCK CREDIT FUND ADVISOR, LLC

CRD 291770

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dad7645e-cb31-f152-b7fd-abecdd9f6719

Data as of Mar 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BLUEROCK INSTITUTIONAL HIGH INCOME CREDIT FUND, LLC

Private Equity Fund

$24.9M

Mar 27, 2020

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLUEROCK ASSET MANAGEMENT, LLC

MANAGING MEMBER

yes

04/2018

Jun 6, 2018

Dec 10, 2024

BLUEROCK REAL ESTATE HOLDINGS, LLC

Member

yes

04/2018

Jan 4, 2018

Dec 10, 2024

EMALA, JASON

CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER

yes

05/2018

Jun 6, 2018

Dec 10, 2024

INTERVAL MANAGEMENT OWNER, LLC

Member

yes

10/2020

Mar 31, 2021

Dec 10, 2024

INTERVAL MANAGEMENT, LLC

Member

yes

08/2019

Mar 27, 2020

Dec 10, 2024

KAMFAR, ROBERT, RAMIN

Member

yes

07/2012

Jan 4, 2018

Dec 10, 2024

KAMFAR, ROBERT, RAMIN

Chairman

yes

01/2018

Jan 4, 2018

Dec 10, 2024

RUDDY, JORDAN, BEN

President

yes

01/2018

Jan 4, 2018

Dec 10, 2024

SEGREGATED ACCOUNT 30313 OF CROWN GLOBAL LIFE INSURANCE LTD.

Member

yes

10/2020

Mar 31, 2021

Dec 10, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BLUEROCK FUND ADVISOR, LLC

n/a

Asset manager

$3.5B

yes

n/a

BLUEROCK CAPITAL MARKETS LLC

n/a

yes

n/a

BLUEROCK REAL ESTATE, LLC

n/a

yes

n/a

BLUEROCK VALUE EXCHANGE, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 28, 2026

$189M

n/a

2024

Mar 29, 2025

$177M

n/a

2023

Mar 26, 2024

$109M

n/a

2022

Mar 31, 2023

$84.5M

n/a

2021

Mar 30, 2022

n/a

2020

Mar 31, 2021

n/a

2019

Mar 27, 2020

$24.9M

2018

Mar 28, 2019

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$189M

$177M

6.9%

$84.5M

30.8%