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Direct lenderForm ADV filerPrivate credit fund manager· San Francisco, CA

Direct lender, based in San Francisco, CA, reporting $1.4B of gross assets across 6 credit funds.

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

Credit fund assets
$1.4B
Form ADV, Schedule D
Borrowers
4
BDC schedules and named deals
Sponsors
3
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. 1 new sponsor
    in 12 months

    1 new sponsor 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
Every figure, and the identifiersCRD 173784 · 1 other DFX graphsShow
Direct lenderPrivate credit fund managerCRD 173784
BDCs managed
0
read from each BDC's 10-K
BDC fair value
no BDC
latest schedules, summed
BDC principal held
no BDC
debt pieces, the filers' figures
Credit funds
6
$1.4B gross assets on ADV
Borrowers
4
across BDCs and named deals
Sponsors
3
sponsor x lender pairs
Adviser RAUM
not established
as filed on Form ADV
On other DFX graphs
1
shared identifiers only
BDCs managed
No BDC names this provider as its adviser (or its 10-K has not been read yet).
Sponsor relationships
by borrowers financed across the provider's BDCs
All 3 pairs
Named as lender on a deal
carried from sponsor and lender announcements
Facilities held or named
4 on the graph
Credit funds on Form ADV
candidates by name; Form ADV has no private credit fund type
FundGross assetsFirst reported
T••• L••• D••••• L•••••• I••• L•
Hedge Fund
$447M
Sep 9, 2024
Mar 31, 2022
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Hedge Fund
$364M
Sep 9, 2024
Sep 15, 2015
T••• L••• D••••• L•••••• I•• L•
Hedge Fund
$330M
Sep 9, 2024
Mar 30, 2019
P••••• S••••• S•••••••• L••••• L•
Hedge Fund
$167M
Sep 9, 2024
Mar 31, 2023
T••• L••• D••••• L••••••• L•
Hedge Fund
$42.6M
Sep 9, 2024
Dec 12, 2014
All 6 fundslargest gross assets first
FundGross assetsFirst reported
T••• L••• I••• S••••• L••• F•••• L•
Hedge Fund
$35.7M
Sep 9, 2024
May 29, 2024
What changed
How this provider is known
Private credit fund manager
probable · adv credit fundsestimated"••• Locked"
Direct lender
probable · adv credit fundsestimated"••• Locked"
RIA Intelligence
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