AdFi
VI

Variant Investments

SEC Registered

Income done differently

Portland, ORhttps://variantinvestments.com503.563.0700
Assets Under Management
$1B–$5B
Employees
30
Office Locations
1 office
Total Accounts
4

About the firm

Variant Investments is an alternative credit investment manager focused on uncorrelated income-generating assets in niche markets offered to investors through institutional closed-end interval funds. With $2.6B AUM and a team of 33, the firm operates across offices in Portland, Chicago, Dallas, Los Angeles, and New York.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Investment CompaniesPooled Vehicles

Areas of expertise

Alternative CreditIncome-generating AssetsInterval FundsPrivate Credit MarketsSpecialty FinanceUncorrelated AlternativesNiche MarketsPortfolio ConstructionSustainable Investing

Services

Alternative credit investment management through institutional closed-end interval funds, including diversified specialty finance assets, alternative credit aligned with UN Sustainable Development Goals, and senior secured alternative income-generating investments

Who they serve

Investors and their advisors seeking innovative and dependable investment solutions

Client segmentClientsAssets managed
Individuals (Non-HNW)0$0
High Net Worth Individuals0$0
Investment Companies0—
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans1$20M
Charitable Organizations0$0
State/Municipal Entities0—
Insurance Companies0—
Sovereign Wealth Funds0—
Corporations0$0

3 total clients reported on Form ADV.

Leadership

Jerald Benjamin Hayes
MANAGING MEMBER
Robert William Elsasser
MANAGING MEMBER
Curtis Neil Fintel
MANAGING MEMBER
Llc Boco Investments
MEMBER
Pat Stryker Living Trust
OWNER
Joseph C Zimlich
MEMBER
Brian Loyd Klemsz
MEMBER
Stryker A Patricia
TRUSTEE
Llc Kudu Investment Us
MEMBER
Kudu Investment Management Llc
MEMBER
Llc Kudu Investment Holdings
MEMBER
Wm Regent Ltd
SHAREHOLDER
Lisa Zhu
CHIEF COMPLIANCE OFFICER
Kristin Anne Cook
CHIEF OPERATIONS OFFICER

Office locations

1 office in 1 state
OR
PortlandHQ

Regulatory & compliance

CRD number
#289261
SEC Number
801-113357
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of February 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Variant Investments has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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