DFX Intelligence
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O••••• S••••• M••••••••• L••
Direct lenderBDC adviser· Greenwich, CT
Direct lender, based in Greenwich, CT, advising 1 BDC with $1.4B at fair value across 55 borrowers.
Composed from this provider's classification, location and filed figures.
As of · the latest BDC schedule or sponsor pairing on record for this provider
- BDC fair value
- $1.4B
- Borrowers
- 55
- Sponsors
- 6
BDC 10-K schedules of investments, summed
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
- 29 below 80¢$346M principal
29 positions across 25 borrowers marked below 80¢ on cost, $346M principal.
Q2 2026 · Marks this low usually come before non-accrual or a restructuring.
Derivedeach position's fair value over cost, 30 Jun 2026 - 9 new sponsorsin 12 months
9 new sponsors began borrowing from this lender in the last twelve months.
New sponsor relationships are where its next deals come from.
Every figure, and the identifiersCRD 127888 · 1 other DFX graphsShowHide
Direct lenderCRD 127888
BDCs managed
1
read from each BDC's 10-K
BDC fair value
$1.4B
latest schedules, summed
BDC principal held
$537M
debt pieces, the filers' figures
Credit funds
0
Form ADV Schedule D
Borrowers
55
across BDCs and named deals
Sponsors
6
sponsor x lender pairs
Adviser RAUM
not established
as filed on Form ADV
On other DFX graphs
1
shared identifiers only
BDCs managed
| BDC | Fair value | Borrowers | As of |
|---|---|---|---|
| O••••• S••••• C•••••• C•••• | $1.4B | 55 | Jun 30, 2026 |
Sponsor relationships
by borrowers financed across the provider's BDCs
- 1 borrower $10.3M
- 1 borrower $10.0M
- 1 borrower $9.8M
- 1 borrower $6.9M
- 1 borrower $5.9M
All 6 sponsorsShow fewer
- 1 borrower $2.5M
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
- New sponsor and lender pair Jun 30, 2026
- New sponsor and lender pair Jun 30, 2026
- New sponsor and lender pair Jun 30, 2026
- New sponsor and lender pair Jun 30, 2026
- New sponsor and lender pair Jun 30, 2026
Full timeline · 9 eventsShow fewer
- New sponsor and lender pair Jun 30, 2026
- New sponsor and lender pair Jun 30, 2026
- New sponsor and lender pair Jun 30, 2026
- New sponsor and lender pair Dec 31, 2025
How this provider is known
- Direct lender
- probable · bdc adviser 10kreportedsec.gov"••• Locked"
- RIA Intelligence
- O••••• S••••• M••••••••• L••derivedname unique adv
Not yet on record: credit fund assets.