DFX Intelligence
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Borrower
A••• G•••• T••••••• L•• 2••• R••••••••• U••
Financial Servicesgroup grade Aon a schedule nowsponsor unattributed
Nothing material in the last 200 days. No dated change on record yet.
Principal held
at least $2.0M
sum of BDC pieces, a lower bound
Fair value
$1.8M
103c on cost, debt pieces
Unfunded
Not disclosed
commitments not yet drawn
BDC lenders
1
1 on the latest quarter
Facilities
1
0 equity pieces beside them
Next maturity
Feb 27, 2032
no dated debt inside 24 months
On the tape since
Mar 31, 2026
latest Mar 31, 2026
Events
2
dated, non-routine
Lender marks
each lender's own fair value over cost at Mar 31, 2026, folded to one row per lender
| Lender | Exposure | Current mark | QoQ change |
|---|---|---|---|
| O••• D••••• L•••••• B•• F••• | $1.99M | 103¢ | new this quarter |
Every BDC piece · 1 position across 1 lenderlargest principal first, with instrument and rate
| BDC | Instrument | Principal | Fair value | Rate |
|---|---|---|---|---|
| O••• D••••• L•••••• B•• F••• | term loan lien unstated T••• L••• R•••••••• R••• and S••••• 3M S••• + 3.50% I••••••• R••• 7.17% I•••••• A••••••••• | $2.0M | $1.8M 103c | SOFR+350 bp |
Capital structure as the BDCs see it
latest quarter end Mar 31, 2026
| Facility | Held | On cost | Pricing | Maturity | BDCs |
|---|---|---|---|---|---|
| term loan lien unstated exited Mar 31, 2026 | at least $2.0M | 103c | SOFR+350 bp | Feb 27, 2032 | 1 |
Through time
the borrower's pieces summed across BDCs, every quarter end
| Quarter end | BDCs | Principal held | Fair value | On cost | PIK pieces |
|---|---|---|---|---|---|
| Mar 31, 2026 | 1 | $2.0M | $1.8M | 103c | 0 |
What changed
- New borrower on a BDC scheduleMar 31, 2026
- Facility left every BDC scheduleMar 31, 2026
Sponsor
No sponsor attribution: no portfolio page, deal announcement or Form D signer consensus names an owner for this borrower group.
Identity
- Group key
- APEX TREASURY REFINANCING USDderivedthe codename stem after legal suffixes and deal words
- Spellings
- 1 across 1 BDCderived
- Industry
- Financial Servicesreportedas one filer wrote it