The capital structure graph behind private markets. Who lent, to whom, under which sponsor, through which facility, how large the piece was, when it matures and what changed, with a filing behind every number. A BDC piece is that BDC's piece, a sum of pieces is a lower bound, and a sponsor is named with the evidence that names it.

BDC portfolio

Star Mountain Lower Middle-Market Capital Corp

BDCnon-tradedCIK 1786835file 814-01399NEW YORK, NYmanaged by STAR MOUNTAIN FUND MANAGEMENT, LLC
Fair value
$411M
as of Jun 30, 2026
Principal held
n/a
debt pieces, the filer's figure
Cost
$413M
100c on cost
Unfunded
n/a
commitments not yet drawn
Positions
130
61 borrowers
First lien
79%
80% debt by fair value
Quarters on the tape
15
since Dec 31, 2022
Facilities held
94
4 sponsors financed
Portfolio through time
Fair value by quarter end$411M as of Jun 30, 2026
Dec 31, 2022$1.7B then
QuarterFair valueBorrowersOn costPIK pos.Avg spread
Jun 30, 2026$411M6194c0n/a
Mar 31, 2026$1.5B6194c0n/a
Dec 31, 2025$1.9B6692c0n/a
Sep 30, 2025$1.5B6263c0n/a
Jun 30, 2025$1.4B6392c0n/a
Mar 31, 2025$1.5B6494c0n/a
Dec 31, 2024$1.7B6496c0n/a
Sep 30, 2024$1.4B6494c0826 bp
Jun 30, 2024$1.3B6094c0834 bp
Mar 31, 2024$1.1B5994c0842 bp
Dec 31, 2023$1.9B6496c0811 bp
Sep 30, 2023$1.1B6198c0807 bp
Jun 30, 2023$1.1B5898c0804 bp
Mar 31, 2023$983M5598c0825 bp
Dec 31, 2022$1.7B5499c0819 bp

Each quarter end is the schedule as filed for that instant; a restated year end is taken from the latest filing that carries it.

Sponsors financed
No borrower on this schedule has a sponsor attribution yet.

Counted at BDC level here; the adviser page counts across every BDC it manages. A sponsor named by Form D signer consensus is an inference.

What changed
Every position change, including routine ones
Largest facilities held, with co-lenders
Schedule of investments at Jun 30, 2026
130 positions
BorrowerInstrumentPrincipalFair valueRateMaturity
Kassel Mechanical, LLC
Construction & Engineering
term loan first lienn/a$22.3M
101c
Sep 17, 2029
Linden Research, Inc. (dba Linden Labs)
Entertainment
term loan first lienn/a$17.6M
100c
Sep 30, 2028
Klein Hersh, LLC
Healthcare Providers & Services
term loan first lienn/a$15.7M
94c
Apr 27, 2028
Vertical Mechanical Group, LLC
Construction & Engineering
term loan first lienn/a$15.2M
101c
May 12, 2028
Douglas Products and Packaging Company, LLC
Chemicals
term loan first lienn/a$14.6M
102c
Sep 20, 2028
The Clean People
Household Products
term loan first lienn/a$14.0M
100c
Apr 30, 2031
Gridsource Incorporated, LLC
Diversified Telecommunication Services
term loan first lienn/a$14.0M
101c
Mar 30, 2029
Kelso Industries
Construction & Engineering
term loan first lienn/a$13.0M
100c
Dec 30, 2029
IPA Intermediate Co., LLC (dba Integrated Pain Associates)
Healthcare Providers & Services
term loan first lienn/a$12.1M
101c
Jan 9, 2028
Qualified Digital, LLC
Professional Services
term loan first lienn/a$12.0M
102c
Jul 30, 2029
Trailer Park Group Holdings LLC
Media
term loan first lienn/a$11.8M
86c
Aug 2, 2027
CHG Parent Holding LLC (dba Coop Home Goods)
Household Products
term loan first lienn/a$11.5M
101c
Jun 27, 2028
Versar Inc.
Commercial Services & Supplies
term loan first lienn/a$10.0M
102c
Aug 4, 2028
TCP Acquisition, LLC (dba HighStar Traffic)
Transportation Infrastructure
term loan first lienn/a$9.2M
94c
Jul 26, 2027
Jefferson Consulting Group, LLC
Professional Services
term loan first lienn/a$8.2M
93c
Jul 1, 2029
BB-HH Platform, Inc. (dba Preferred Care Home Health)
Healthcare Providers & Services
term loan first lienn/a$8.2M
101c
May 16, 2028
Delva Master Holdings
Aerospace & Defense
unstated lien unstatedn/a$7.8M
101c
Watt Contracting Holdings, LLC
Construction & Engineering
unstated lien unstatedn/a$7.6M
173c
Vertical Mechanical Group Holdings, LLC
Construction & Engineering
preferred equity equityn/a$7.5M
406c
CorTech, LLC
Professional Services
term loan first lienn/a$7.4M
99c
Jun 30, 2027
Clearview Systems, LLC (dba Rip-it)
Specialty Retail
term loan first lienn/a$7.0M
101c
Oct 11, 2027
Ambient Enterprises Holdco LLC
Trading Companies & Distributors
term loan first lienn/a$6.3M
101c
Jun 30, 2030
Capone Holdings JV, LLC (dba LaSalle
Professional Services
preferred equity equityn/a$6.1M
152c
NW Entertainment, LLC
Entertainment
term loan first lienn/a$6.0M
99c
Nov 4, 2027
MechanAir, LLC
Construction & Engineering
term loan first lienn/a$5.7M
100c
Dec 18, 2031
Douglas Products and Packaging Company, LLC
Chemicals
term loan first lienn/a$5.2M
102c
Sep 20, 2028
AqueoUS Vets
Machinery
term loan first lienn/a$5.2M
100c
May 18, 2031
Uncle John's Pride, LLC
Food Products
term loan first lienn/a$5.1M
101c
Mar 31, 2027
UJP Acquisition, LLC (dba Uncle John's Pride)
Food Products
unstated lien unstatedn/a$5.0M
178c
Caregility Corporation
Diversified Telecommunication Services
equity equityn/a$4.9M
137c
The Range NYC, LLC (dba Five Iron Golf)
Hotels, Restaurants & Leisure
term loan first lienn/a$4.8M
102c
Sep 15, 2027
PQT Ayaquhs, LLC (dba WWC Global)
Professional Services
unstated lien unstatedn/a$4.5M
425c
Japonesque, LLC
Personal Products
term loan first lienn/a$4.4M
101c
Jun 30, 2027
SkyBell Technologies, Inc.
Household Durables
term loan first lienn/a$4.1M
90c
Dec 13, 2024
48forty Intermediate Holdings, Inc. (Alpine Acquisition Corp)
Distributors
unstated lien unstatedn/a$3.9M
92c
Fremont-Wright, LLC
Construction & Engineering
term loan first lienn/a$3.8M
100c
Sep 30, 2027
Senior unsecured notes - Consumer Finance - Microf, LLC - Spnotes unsecured or subordinatedn/a$3.7M
101c
Nov 30, 2027
Swyft AcquireCo LLC (dba Swyft Filings)
Commercial Services & Supplies
term loan first lienn/a$3.6M
99c
Dec 20, 2027
The Stonewall Group LLC
Construction & Engineering
term loan first lienn/a$3.5M
92c
Nov 18, 2029
Chicken Soup For The Soul, LLC
Entertainment
term loan first lienn/a$3.5M
54c
Mar 31, 2024
PadSquad Holdings, LLC
Media
unstated lien unstatedn/a$3.4M
173c
The Range NYC, LLC (dba Five Iron Golf)
Hotels, Restaurants & Leisure
term loan first lienn/a$3.3M
101c
Sep 15, 2027
MechanAir Holdings, LLC
Construction & Engineering
unstated lien unstatedn/a$3.1M
183c
PQT Ayaquhs, LLC (dba WWC Global)
Professional Services
term loan first lienn/a$3.1M
101c
Aug 1, 2029
IPA Investors, LP (dba Integrated Pain Associates)
Healthcare Providers & Services
unstated lien unstatedn/a$2.8M
110c
USBid Inc.
Trading Companies & Distributors
term loan first lienn/a$2.7M
103c
Nov 3, 2027
Caregility Corporation
Diversified Telecommunication Services
term loan first lienn/a$2.7M
103c
Oct 31, 2026
SPC QD SM, LP
Professional Services
unstated lien unstatedn/a$2.7M
120c
PadSquad, LLC
Media
term loan first lienn/a$2.6M
98c
Mar 30, 2027
Qualified Digital, LLC
Professional Services
term loan first lienn/a$2.4M
104c
Jul 30, 2029
Fund investments - Madryn Select Opportunities, LP
Diversified Financials
unstated lien unstatedn/a$2.2M
91c
Built by Grid, LLC
Building Products
term loan first lienn/a$1.9M
102c
Dec 5, 2030
MPUSA, LLC (dba Mission)
Leisure Products
term loan first lienn/a$1.8M
96c
Dec 31, 2028
AqueoUS Vets
Machinery
term loan second lienn/a$1.8M
100c
May 18, 2031
Ambient Enterprises Holdco LLC
Trading Companies & Distributors
term loan first lienn/a$1.8M
101c
Jun 30, 2030
Uncle John's Pride, LLC
Food Products
term loan first lienn/a$1.7M
100c
Mar 31, 2027
Watt Acquisition, LLC
Construction & Engineering
term loan first lienn/a$1.7M
100c
Apr 15, 2027
TS-MP, LLC (dba Mission) - Class AA-1
Leisure Products
unstated lien unstatedn/a$1.6M
83c
48forty Intermediate Holdings, Inc.
Distributors
term loan first lienn/a$1.6M
100c
Jan 15, 2031
The Clean People
Household Products
unstated lien unstatedn/a$1.6M
100c
Delva Master Holdings
Aerospace & Defense
term loan first lienn/a$1.5M
169c
Sep 1, 2030
Channel Factory Holdings, LLC
Media
warrants equityn/a$1.5M
CHG Parent Holding LLC (dba Coop Home Goods)
Household Products
warrants equityn/a$1.5M
273c
NW Entertainment, LLC
Entertainment
unstated lien unstatedn/a$1.5M
128c
Caregility Corporation
Diversified Telecommunication Services
equity equityn/a$1.4M
66c
Ambient Enterprises Holdco LLC
Trading Companies & Distributors
term loan first lienn/a$1.3M
100c
Jun 30, 2030
48forty Intermediate Holdings, Inc.
Distributors
term loan first lienn/a$1.2M
100c
Jan 15, 2031
Chicken Soup For The Soul, LLC
Entertainment
term loan first lienn/a$1.2M
100c
Aug 7, 2026
Fremont-Wright, LLC
Construction & Engineering
warrants equityn/a$1.2M
USBid Parent, LLC - Class C3
Trading Companies & Distributors
unstated lien unstatedn/a$1.2M
62c
Gridsource Holdings, LLC
Diversified Telecommunication Services
unstated lien unstatedn/a$1.0M
128c
NW Entertainment, LLC
Entertainment
unstated lien unstatedn/a$986,071
186c
Arrow Home Health, LLC (dba Acara Home Health)
Healthcare Providers & Services
term loan first lienn/a$968,048
95c
Jul 6, 2026
Ambient Enterprises Holdco LLC
Trading Companies & Distributors
term loan first lienn/a$876,100
100c
Jun 30, 2030
JCFV Holdings, LLC
Professional Services
unstated lien unstatedn/a$853,846
55c
NSC Holdings, LLC
Professional Services
warrants equityn/a$775,415
286c
MechanAir Holdings, LLC
Construction & Engineering
unstated lien unstatedn/a$724,487
1176c
MechanAir, LLC
Construction & Engineering
term loan first lienn/a$652,987
100c
Dec 18, 2031
Arrow Home Health, LLC (dba Acara Home Health)
Healthcare Providers & Services
preferred equity equityn/a$613,566
109c
USBid Parent, LLC - Class C2
Trading Companies & Distributors
unstated lien unstatedn/a$583,594
125c
PureCars Technologies, LLC
Software
unstated lien unstatedn/a$566,059
212c
Hometown Holdings JV, LLC (dba BWG Strategy)
Professional Services
preferred equity equityn/a$553,500
84c
Trailer Park Group Holdings LLC
Media
term loan first lienn/a$529,205
113c
Aug 2, 2027
Watt Acquisition, LLC
Construction & Engineering
term loan first lienn/a$520,759
98c
Feb 4, 2027
Ambient Enterprises Holdco LLC
Trading Companies & Distributors
term loan first lienn/a$511,972
102c
Jun 30, 2030
Texas Contract Manufacturing Group, Inc.
Machinery
term loan first lienn/a$483,394
11c
Apr 27, 2027
Ambient Enterprises Holdco LLC
Trading Companies & Distributors
term loan first lienn/a$413,501
101c
Jun 30, 2030
Vertical Mechanical Group Holdings, LLC
Construction & Engineering
unstated lien unstatedn/a$400,000
93c
Ambient Enterprises Holdco LLC
Trading Companies & Distributors
term loan first lienn/a$335,432
101c
Jun 30, 2030
PQT Ayaquhs, LLC (dba WWC Global)
Professional Services
warrants equityn/a$330,645
The Stonewall Group LLC
Construction & Engineering
warrants equityn/a$297,917
Swyft AcquireCo LLC (dba Swyft Filings)
Commercial Services & Supplies
term loan first lienn/a$282,252
100c
Dec 20, 2027
The Range NYC, LLC (dba Five Iron Golf)
Hotels, Restaurants & Leisure
warrants equityn/a$263,872
369c
Gridsource Holdings, LLC, Series B
Diversified Telecommunication Services
unstated lien unstatedn/a$245,921
322c
Built by Grid, LLC
Building Products
unstated lien unstatedn/a$241,247
113c
Japonesque, LLC
Personal Products
term loan first lienn/a$219,983
97c
Jun 30, 2027
Fremont-Wright, LLC
Construction & Engineering
term loan first lienn/a$197,634
100c
Sep 30, 2027
LRI Holdco, LLC (dba Linden Labs)
Entertainment
warrants equityn/a$192,567
443c
Swyft Filings Holdings, LLC
Commercial Services and Supplies
preferred equity equityn/a$149,001
81c
LRI Holdco, LLC (dba Linden Labs)
Entertainment
warrants equityn/a$146,561
Page 1 of 2Next
Registration
Fiscal year end
1231reported
Incorporated
DEreported
On the SEC BDC report
2022 to 2026reported
Filings listed
19reported10-Q and 10-K since 2022
Former names
Star Mountain Credit Opportunities Fund, LPreported
Latest schedule
0001193125-26-348632reported