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C••••••••• C••••• A•••••••• L••

Direct lenderBDC adviser· West Palm Beach, FL

Direct lender, based in West Palm Beach, FL, advising 1 BDC with $629M at fair value across 59 borrowers.

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

BDC fair value
$629M
BDC 10-K schedules of investments, summed
Borrowers
59
BDC schedules and named deals
Sponsors
15
Sponsor and lender pairs across its borrowers
Sponsor relationships (15)BDCs (1)
As of · the latest BDC schedule or sponsor pairing on record for this provider

What matters now

  1. $105M
    on non-accrual, 5 borrowers

    5 borrowers on non-accrual, $105M principal; the largest is K••• W•••• S••••• H•••••••• L•• ($29.9M).

    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 K••• W•••• S••••• H•••••••• L•• →
  2. 11 below 80¢
    $76.5M principal

    11 positions across 7 borrowers marked below 80¢ on cost, $76.5M principal.

    Q2 2026 · Marks this low usually come before non-accrual or a restructuring.

    Derivedeach position's fair value over cost, 30 Jun 2026
  3. 11 new sponsors
    in 12 months

    11 new sponsors 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.

    Factdeal announcements and BDC schedules naming the pairWhat changed →
Every figure, and the identifiersCRD 312541 · 1 other DFX graphsShow
Direct lenderCRD 312541
BDCs managed
1
read from each BDC's 10-K
BDC fair value
$629M
latest schedules, summed
BDC principal held
$687M
debt pieces, the filers' figures
Credit funds
0
Form ADV Schedule D
Borrowers
59
across BDCs and named deals
Sponsors
15
sponsor x lender pairs
Adviser RAUM
not established
as filed on Form ADV
On other DFX graphs
1
shared identifiers only
BDCs managed
BDCFair valueBorrowersAs of
C••••••••• C••••• P••••••• B•• I• I•••$629M59Jun 30, 2026
Sponsor relationships
by borrowers financed across the provider's BDCs
All 15 sponsors
All 15 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 · 12 events
How this provider is known
Direct lender
probable · bdc adviser 10kreportedsec.gov"••• Locked"
RIA Intelligence
C••••••••• C••••• A•••••••• L••derivedname unique adv

Not yet on record: credit fund assets.