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Direct lenderBDC adviser· Palm Beach Gardens, FL

Direct lender, based in Palm Beach Gardens, FL, advising 1 BDC with $272M at fair value across 65 borrowers.

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

BDC fair value
$272M
BDC 10-K schedules of investments, summed
Credit fund assets
$14.7M
Form ADV, Schedule D, summed over its funds
Borrowers
65
BDC schedules and named deals
Sponsors
12
Sponsor and lender pairs across its borrowers
As of · the latest BDC schedule or sponsor pairing on record for this provider
Every figure, and the identifiersCRD 284304 · 2 other DFX graphsShow
Direct lenderPrivate credit fund manager (candidate)CRD 284304
BDCs managed
1
read from each BDC's 10-K
BDC fair value
$272M
latest schedules, summed
BDC principal held
$243M
debt pieces, the filers' figures
Credit funds
1
Form ADV Schedule D
Borrowers
65
across BDCs and named deals
Sponsors
12
sponsor x lender pairs
Adviser RAUM
not established
as filed on Form ADV
On other DFX graphs
2
shared identifiers only
BDCs managed
BDCFair valueBorrowersAs of
G•••• E•• C•••••• C••••$272M65Jun 30, 2026
Sponsor relationships
by borrowers financed across the provider's BDCs
All 12 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
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Hedge Fund
$14.7M
Sep 10, 2024
Mar 22, 2024
What changed
How this provider is known
Direct lender
probable · bdc adviser 10kreportedsec.gov"••• Locked"
Private credit fund manager
candidate · adv credit fundsestimated"••• Locked"
RIA Intelligence
G•••• E•• C•••••• M••••••••• L••reportedshared crd
RIA Intelligence
G•••• E•• C•••••• M••••••••• L••derivedname unique adv