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Direct lenderBDC adviser· Dallas, TX

Direct lender, based in Dallas, TX, advising 1 BDC with $9.0B at fair value across 85 borrowers.

Composed from this provider's classification, location and filed figures.

BDC fair value
$9.0B
BDC 10-K schedules of investments, summed
Borrowers
85
BDC schedules and named deals
Sponsors
13
Sponsor and lender pairs across its borrowers
As of · the latest BDC schedule or sponsor pairing on record for this provider

What matters now

  1. $0
    on non-accrual, 1 borrower

    1 borrower on non-accrual, $0 principal; the largest is B•• B••• a•• B••••• I••• A•• F••• ($0).

    Q2 2026 · Loans that have stopped paying interest; they set the book's credit losses.

    FactBDC schedules of investments, 30 Jun 2026For LPs and shareholders in these BDCs, co-lenders on the same namesOpen B•• B••• a•• B••••• I••• A•• F•••
  2. 11 new sponsors
    in 12 months

    11 new sponsors began borrowing from this lender in the last twelve months.

    New sponsor relationships are where its next deals come from.

    Factdeal announcements and BDC schedules naming the pairWhat changed
  3. 3 new borrowers
    4 quarters, against 4

    Financed 3 new sponsor-backed borrowers in the last four quarters, against 4 in the four before.

    The pace of new lending against the year before.

    DerivedBDC schedules, sponsor-backed borrowersSponsor relationships
Every figure, and the identifiersCRD 320821 · 1 other DFX graphsShow
Direct lenderCRD 320821
BDCs managed
1
read from each BDC's 10-K
BDC fair value
$9.0B
latest schedules, summed
BDC principal held
not read yet
debt pieces, the filers' figures
Credit funds
0
Form ADV Schedule D
Borrowers
85
across BDCs and named deals
Sponsors
13
sponsor x lender pairs
Adviser RAUM
not established
as filed on Form ADV
On other DFX graphs
1
shared identifiers only
BDCs managed
Sponsor relationships
by borrowers financed across the provider's BDCs
All 13 sponsors
All 13 pairs
Named as lender on a deal
carried from sponsor and lender announcements
No deal announcement on the graph names this provider as a lender.
Facilities held or named
0 on the graph
The provider's pieces sit on its BDCs' pages; no facility is held in this entity's own name.
Credit funds on Form ADV
candidates by name; Form ADV has no private credit fund type
No credit-named private fund on this adviser's Form ADV.
What changed
Full timeline · 11 events
How this provider is known
Direct lender
probable · bdc adviser 10kreportedsec.gov"••• Locked"
RIA Intelligence
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Not yet on record: credit fund assets.