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CLO managerForm ADV filerDirect lenderDistressed and special situations credit· Dallas, TX

CLO manager, based in Dallas, TX, reporting $7.1B of gross assets across 21 credit funds.

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

Credit fund assets
$7.1B
Form ADV, Schedule D, summed over its funds
Borrowers
Not established
Sponsors
Not established
No date on record · the latest BDC schedule or sponsor pairing on record for this provider
Every figure, and the identifiersCRD 107922 · CIK 1062244 · 2 other DFX graphsShow
CLO managerDirect lenderDistressed and special situations creditOpportunistic creditPrivate credit fund managerCRD 107922
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
21
Form ADV Schedule D
Borrowers
0
across BDCs and named deals
Sponsors
0
sponsor x lender pairs
Adviser RAUM
not established
as filed on Form ADV
On other DFX graphs
2
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
No sponsor attributed on any borrower this provider holds.
All 0 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
FundGross assetsFirst reported
C••••• D••••••••• O••••••••• M••••• F••• I••• L•
Hedge Fund
$2.3B
Jun 4, 2024
Feb 26, 2020
C••••• I• C••••• M••••• F••• L•••
Hedge Fund
$828M
Jun 4, 2024
Jul 28, 2020
C••••• D••••••••• O••••••••• M••••• F••• I•• L•••
Hedge Fund
$546M
Feb 23, 2022
Nov 7, 2016
C••••• C•••••• S•••••••• F•••• L•
Hedge Fund
$418M
Jun 4, 2024
Aug 22, 2022
C••••• C•••••• C•• 2•••••• L•••
Securitized Asset Fund
$416M
Dec 6, 2021
Mar 29, 2016
C••••• C•••••• C•• 2•••••• L•••
Securitized Asset Fund
$395M
Dec 6, 2021
Mar 27, 2015
C••••• C•••••• C•• 2•••••• L••
Securitized Asset Fund
$367M
Jun 4, 2024
Mar 27, 2015
C••••• D••••••••• T• L•
Hedge Fund
$266M
Jun 4, 2024
Jul 18, 2019
C••••• C•••••• C•• 2••••• L•••
Securitized Asset Fund
$259M
Mar 18, 2014
Mar 30, 2012
C••••• C•• F••• I•• L•
Private Equity Fund
$245M
Jun 4, 2024
Feb 23, 2022
C••••• C•• F••• I• L•••
Private Equity Fund
$237M
Jun 4, 2024
Jul 18, 2019
C••••• C•••••• C•• 2••••• L•••
Securitized Asset Fund
$218M
Aug 24, 2018
Mar 30, 2012
S•••••• S••••••••• C••••• O••••••••• M••••• F••• L•
Hedge Fund
$189M
Feb 23, 2022
Jul 28, 2020
C••••• M•• S••••••••• C••••• F•••• L•
Hedge Fund
$139M
Feb 15, 2016
May 15, 2013
C••••• B••• C••••• I••••••••• F••• L•••
Hedge Fund
$120M
Aug 22, 2022
Mar 30, 2012
C••••• C•• F••• L•••
Private Equity Fund
$69.6M
Jun 4, 2024
Feb 15, 2016
C••••• D••••••••• O••••••••• I•••••••• F••• I•• L•
Hedge Fund
$38.3M
Feb 23, 2022
Jan 9, 2015
C••••• D••••••••• O••••••••• I•••••••• F••• I••• L•
Hedge Fund
$28.5M
Jun 4, 2024
Mar 29, 2021
C••••• D••••••••• O••••••••• I•••••••• F•••• L•••
Hedge Fund
$9.0M
Feb 15, 2017
Mar 30, 2012
C••••• D••••••••• O••••••••• M••••• F•••• L•••
Hedge Fund
$3.4M
Feb 23, 2022
Mar 30, 2012
C••••• C•• F••• I• L•••
Private Equity Fund
$0
Jun 4, 2024
Mar 21, 2024
What changed
Events sit on the BDC and borrower pages; nothing at the provider level yet.
How this provider is known
Private credit fund manager
probable · adv credit fundsestimated"••• Locked"
Direct lender
probable · pe graph R2: 4 of 4 private equity vehicles are named creditderived
Opportunistic credit
probable · adv credit fundsestimated"••• Locked"
Distressed and special situations credit
probable · adv credit fundsestimated"••• Locked"
CLO manager
probable · adv credit fundsestimated"••• Locked"
Private Equity Intelligence
C••••• C•••••• A••••••• L••derivedcarried
RIA Intelligence
C••••• C•••••• A••••••• L••reportedshared crd