DFX Intelligence
Private Credit Intelligence
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.
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Borrower
C•••• G••••• S••
group grade Aon a schedule nowsponsor unattributed
Also written as: Ceres PikCo
Principal held
at least $75.8M
sum of BDC pieces, a lower bound
Fair value
$74.4M
101c on cost, debt pieces
Unfunded
n/a
commitments not yet drawn
BDC lenders
4
4 on the latest quarter
Facilities
2
0 equity pieces beside them
Next maturity
Jul 1, 2031
no dated debt inside 24 months
On the tape since
Sep 30, 2024
latest Jun 30, 2026
Events
7
dated, non-routine
Capital structure as the BDCs see it
latest quarter end Jun 30, 2026
| Facility | Held | On cost | Pricing | Maturity | BDCs |
|---|---|---|---|---|---|
| first lien term loan first lien | at least $68.0M | 101c | S+525 bp | Jul 1, 2031 | 4 |
| unsecured or subordinated subordinated debt unsecured or subordinated | at least $7.8M | 101c | S+800 bp PIK 10.15% | Jul 1, 2032 | 4 |
Lenders
every BDC piece at the latest quarter end
| BDC | Instrument | Principal | Fair value | Rate |
|---|---|---|---|---|
| G•••• C•••••• B•• 4• I••• | term loan first lien One stop 1 | $2.8M | $2.7M 97c | S+525 bp |
| G•••• C•••••• B•• 4• I••• | term loan first lien One stop 3 | $193,000 | $190,000 103c | S+475 bp |
| G•••• C•••••• B•• 4• I••• | term loan first lien One stop 2 | $1.4M | $1.3M 105c | S+475 bp |
| G•••• C•••••• B•• 4• I••• | subordinated debt unsecured or subordinated Subordinated debt | $920,000 | $883,000 101c | S+800 bp PIK 10.15% |
| G•••• C•••••• B•• 4• I••• | term loan first lien One stop 4 | $0 | $-3,000 | |
| G•••• C•••••• B••• I••• | term loan first lien One stop 3 | Non-Affiliated Issuer | $2.4M | $2.4M 103c | S+475 bp |
| G•••• C•••••• B••• I••• | term loan first lien One stop 1 | Non-Affiliated Issuer | $17.0M | $16.8M 105c | S+475 bp |
| G•••• C•••••• B••• I••• | subordinated debt unsecured or subordinated Subordinated debt | Non-Affiliated Issuer | $2.3M | $2.2M 101c | S+800 bp PIK 10.15% |
| G•••• C•••••• B••• I••• | term loan first lien One stop 2 | Non-Affiliated Issuer | $7.5M | $7.4M 97c | S+525 bp |
| G•••• C•••••• B••• I••• | term loan first lien One stop 4 | Non-Affiliated Issuer | $0 | $-35,000 | |
| G•••• C•••••• D••••• L•••••• C••• | subordinated debt unsecured or subordinated Subordinated debt | $123,000 | $118,000 102c | S+800 bp PIK 10.15% |
| G•••• C•••••• D••••• L•••••• C••• | term loan first lien One stop 4 | $741,000 | $730,000 97c | S+525 bp |
| G•••• C•••••• D••••• L•••••• C••• | term loan first lien One stop 3 | $0 | $-1,000 | |
| G•••• C•••••• D••••• L•••••• C••• | term loan first lien One stop 2 | $70,000 | $69,000 103c | S+475 bp |
| G•••• C•••••• D••••• L•••••• C••• | term loan first lien One stop 1 | $495,000 | $487,000 105c | S+475 bp |
| G•••• C•••••• P•••••• C••••• F••• | term loan first lien One stop 4 | $19.6M | $19.3M 97c | S+525 bp |
| G•••• C•••••• P•••••• C••••• F••• | term loan first lien One stop 2 | $2.0M | $1.9M 103c | S+475 bp |
| G•••• C•••••• P•••••• C••••• F••• | term loan first lien One stop 3 | $0 | $-29,000 | |
| G•••• C•••••• P•••••• C••••• F••• | term loan first lien One stop 1 | $13.9M | $13.7M 105c | S+475 bp |
| G•••• C•••••• P•••••• C••••• F••• | subordinated debt unsecured or subordinated Subordinated debt | $4.4M | $4.2M 101c | S+800 bp PIK 10.15% |
Through time
the borrower's pieces summed across BDCs, every quarter end
| Quarter end | BDCs | Principal held | Fair value | On cost | PIK pieces |
|---|---|---|---|---|---|
| Jun 30, 2026 | 4 | $75.8M | $74.4M | 101c | 4 |
| Mar 31, 2026 | 3 | $75.2M | $73.8M | 102c | 3 |
| Dec 31, 2025 | 4 | $46.1M | $46.1M | 110c | 4 |
| Sep 30, 2025 | 4 | $68.3M | $68.3M | 110c | 5 |
| Jun 30, 2025 | 4 | $45.8M | $45.8M | 110c | 4 |
| Mar 31, 2025 | 4 | $37.7M | $37.7M | 101c | 4 |
| Dec 31, 2024 | 4 | $35.9M | $35.9M | 97c | 4 |
| Sep 30, 2024 | 4 | $38.4M | $38.0M | 103c | 4 |
What changed
- Spread changed (observed)Jun 30, 2026
- Spread increasedJun 30, 2026
- Spread increasedJun 30, 2026
- Spread increasedJun 30, 2026
- Spread changed (observed)Mar 31, 2026
- Marked down (one lender)Mar 31, 2026
- Marked down (one lender)Mar 31, 2026
- Marked down (one lender)Mar 31, 2026
- Marked down (one lender)Mar 31, 2026
- Marked down (one lender)Mar 31, 2026
- Marked down (one lender)Mar 31, 2026
- Spread increasedMar 31, 2026
- Spread increasedMar 31, 2026
- Spread increasedMar 31, 2026
- Spread changed (observed)Dec 31, 2025
- Spread increasedDec 31, 2025
- Spread increasedDec 31, 2025
- Spread increasedDec 31, 2025
- Spread increasedDec 31, 2025
- Spread changed (observed)Sep 30, 2025
- PIK interest increasedSep 30, 2025
- Spread changed (observed)Sep 30, 2025
- PIK interest increasedSep 30, 2025
- PIK interest increasedSep 30, 2025
- PIK interest increasedSep 30, 2025
- PIK interest increasedSep 30, 2025
- Marked down (one lender)Dec 31, 2024
- Marked down (one lender)Dec 31, 2024
- Marked down (one lender)Dec 31, 2024
- Marked down (one lender)Dec 31, 2024
Sponsor
No sponsor attribution: no portfolio page, deal announcement or Form D signer consensus names an owner for this borrower group.
Identity
- Group key
- CERES GROUPEderivedthe codename stem after legal suffixes and deal words
- Spellings
- 1 across 4 BDCsderived