Consensus lender mark moved from 100 to 81 cents on cost at 2026-06-30

Why now: State NEW at the 2026-06-30 quarter end, readable when the filing landed on 2026-08-13.

Buyer classes for this family: Private credit lenders, PE sponsors, Special situations funds, Restructuring advisers, LPs and allocators.

funded debt at cost held by BDC lenders

$61.2M known

basis KNOWN

State

New

Historical signal

2.38x subsequent non accrual rate vs population

median 139 days of warning

Lenders

5

Confidence

0.90

5 BDC lender(s) hold $61M of funded debt at cost; no sponsor bridged. Borrowers this screen flags reached non-accrual at 2.38x the population rate within a year, median warning 139.0 days (stage-6 harness, non-accrual outcome). Non-accrual is the lender's own determination, not a court's: this is a mark signal, not a default prediction.

DFX product: Credit Attention / portfolio monitor

• James Charles Zelter · Co-President of Apollo Asset Management, Inc. · APOLLO CREDIT MANAGEMENT, LLC
• Marc Jeffrey Rowan · Chief Executive Officer of Apollo Global Management, Inc. · APOLLO CREDIT MANAGEMENT, LLC
• Scott Martin Kleinman · Co-President of Apollo Asset Management, Inc. · APOLLO CREDIT MANAGEMENT, LLC
• James Charles Zelter · Co-President of Apollo Asset Management, Inc. · APOLLO INVESTMENT MANAGEMENT, L.P.
• Marc Jeffrey Rowan · Chief Executive Officer of Apollo Global Management, Inc. · APOLLO INVESTMENT MANAGEMENT, L.P.
• Scott Martin Kleinman · Co-President of Apollo Asset Management, Inc. · APOLLO INVESTMENT MANAGEMENT, L.P.