DFX Intelligence

Data Factory

Charter Industries Holdings, LLC

sponsor (inference, signer consensus A): Incline Equity Partners

Search this name across graphsid dfx:pc:27511b8d-037a-2a93-62c7-16c1df241a6c

Data as of Jun 30, 2026 (this record's last observation) from The BDC tape; Adviser-reported credit funds; Deal parties; Pending. Page built Sep 20, 2026, 5:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 5
On other graphs: 1
Observed: Dec 31, 2025 to Jun 30, 2026
5 observations

Across DFX

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

Private Equityidentity

Charter Industries

name equal in sponsor portfolio · confidence 95% · family precision 100%

Facts

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

Lenders: 1
BDCs: 1
Facilities: 2
Principal, latest: $29.3Mpieces as filed; a lower bound
Fair value, latest: $29.3M
Mark ratio: 101%fair value over cost, latest
Next maturity: Oct 1, 2032
First on a schedule: Dec 31, 2025
Last on a schedule: Jun 30, 2026
Sponsor basis: signer_consensus_Ainferencedeal party is a fact; a portfolio stem or a Form D signer is an inference

Facilities

one facility is one borrower, one kind and one lien; its size is the sum of the BDC pieces the tape can see, a lower bound, never the commitment

Kind	Lien	Size, lower bound	Fair value	Maturity	Maturity basis	Spread	PIK	Lenders	BDCs	Status	Last seen
Term loan	First lien	$29.3M	$29.3M	Oct 1, 2032	Html schedule	0	n/a	1	1	Unknown	Jun 30, 2026
other	unknown	$30.1M	$29.7M	Oct 1, 2032	Html schedule	0	n/a	1	1	Unknown	Dec 31, 2025

Lenders holding it now

each BDC's own pieces on its latest schedule, folded to one row per lender; every amount is that BDC's piece as filed, so a sum is a lower bound; 5 rows folded into 1

BDC	Pieces	Principal	Fair value	Unfunded	Nearest maturity	As of
Franklin BSP Capital Corp	5	$29.3M	$29.3M	$8.9M	Oct 1, 2032	Jun 30, 2026

Relationships

Sponsors (2)

← Wynnchurch Capital, L.P.Sponsor of borrowersPE portfolio stem
Sep 13, 2026 to presentinferenceDFX's own graph
← Incline Equity PartnersSponsor of borrowersSigner consensus a
Sep 26, 2022 to presentinferenceForm D

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2025
Borrower first appears on a BDC schedule
Charter Industries Holdings, LLC first appears in a BDC schedule (1 lender)
Franklin BSP Capital CorpBDC schedule of investmentsobserved 1 months ago
$30.1M
Occurred
Dec 31, 2025
Borrower left every BDC schedule
Charter Industries Holdings, LLC other (unknown) left every BDC schedule after 2025-12-31 (1 lender, $30.1M last held)
BDC schedule of investments
$30.1M

Show 3 bookkeeping events

Occurred
Mar 31, 2026
Franklin BSP Capital Corp: position exited in Charter Industries Holdings, LLC ($30.1M principal)
Occurred
Dec 31, 2025
Franklin BSP Capital Corp: new position in Charter Industries Holdings, LLC ($30.1M principal)
Occurred
Dec 31, 2025
Franklin BSP Capital Corp: new position in Charter Industries Holdings, LLC

Provenance

Graph: Private Credit
Canonical id: dfx:pc:27511b8d-037a-2a93-62c7-16c1df241a6c
First observed: Dec 31, 2025
Last observed: Jun 30, 2026 2 months ago
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.

Charter Industries Holdings, LLC

sponsor (inference, signer consensus A): Incline Equity Partners

Search this name across graphsid dfx:pc:27511b8d-037a-2a93-62c7-16c1df241a6c

Kind

Lien

Size, lower bound

Fair value

Maturity

Maturity basis

Spread

PIK

Lenders

BDCs

Status

Last seen

Term loan

First lien

$29.3M

Oct 1, 2032

Html schedule

n/a

Unknown

Jun 30, 2026

other

unknown

$30.1M

$29.7M

Oct 1, 2032

Html schedule

n/a

Unknown

Dec 31, 2025

BDC

Pieces

Principal

Fair value

Unfunded

Nearest maturity

As of

Franklin BSP Capital Corp

$29.3M

$8.9M

Oct 1, 2032

Jun 30, 2026