Sponsor x lender

Lenox Wealth Management, Inc.

Borrowers attributed
1
on a BDC schedule or a deal
Lender relationships
1
credit managers and BDCs
Principal held
$48.7M
sum of BDC pieces, a lower bound
Maturing inside 24 months
$0
0 facilities

Borrowers

  • Creative Planning, LLC inferred
    Banks · 2 BDCs · next maturity May 17, 2031 · off every schedule
    at least $48.7M

Refinancing wall, 24 months

  • Nothing dated inside 24 months.

Lenders

1 pair
SponsorLenderBorrowersFacilitiesHeldNew, last 4qPrior 4qFirst / latest
Lenox Wealth Management, Inc. possibleAPOLLO CREDIT MANAGEMENT, LLC11$48.7M01Jun 30, 2025 / Sep 30, 2025
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