DFX Intelligence
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C•••
Direct lender (candidate)No Form ADV
Direct lender (candidate), named as lender on 5 deals.
Composed from this provider's classification, location and filed figures.
As of · the latest BDC schedule or sponsor pairing on record for this provider
- Borrowers
- 5
- Sponsors
- 3
BDC schedules and named deals
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 new sponsorin 12 months
1 new sponsor began borrowing from this lender in the last twelve months, and 1 sponsor came back for another deal.
New sponsor relationships are where its next deals come from.
Every figure, and the identifiersno CRD · 0 other DFX graphsShowHide
Direct lender (candidate)
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
0
Form ADV Schedule D
Borrowers
5
across BDCs and named deals
Sponsors
3
sponsor x lender pairs
Adviser RAUM
files no Form ADV
as filed on Form ADV
On other DFX graphs
0
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
- 3 borrowers Not disclosed
- 1 borrower Not disclosed
- 1 borrower Not disclosed
Named as lender on a deal
carried from sponsor and lender announcements
- A•• S•••••••••Jul 27, 2026 · pe transaction caifunds.com“••• Locked”
- D•• C••••••••• S••••••• L••Mar 7, 2024 · pe transaction caifunds.com“••• Locked”
- M••••••••• E•••••••Oct 27, 2021 · pe transaction caifunds.com“••• Locked”
- P•••••• M••••••••• C••••••Jan 14, 2020 · pe transaction heartwoodpartners.com“••• Locked”
- A••••• G••••• L••Jan 1, 2018 · pe transaction keystonecapital.com“••• Locked”
Facilities held or named
5 on the graph
- A•• S••••••••• term loannamed · Jul 27, 2026 to Jul 27, 2026 · C•• P•••••• E•••••Not disclosed
- D•• C••••••••• S••••••• L•• term loannamed · Mar 7, 2024 to Mar 7, 2024 · C•• P•••••• E•••••Not disclosed
- M••••••••• E••••••• term loannamed · Oct 27, 2021 to Oct 27, 2021 · C•• P•••••• E•••••Not disclosed
- P•••••• M••••••••• C•••••• term loannamed · Jan 14, 2020 to Jan 14, 2020 · C•••••• P••••••• H•••••••• I•••Not disclosed
- A••••• G••••• L•• first lien term loannamed · Jan 1, 2018 to Jan 1, 2018 · K••••••• C••••••Not disclosed
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
- New sponsor and lender pair Jul 27, 2026
- Repeat sponsor and lender pair Jul 27, 2026
How this provider is known
- Direct lender
- candidate · named lender on dealderived