Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

Firms / Balbec Capital Management LP

Balbec Capital Management LP

Private credit manager · probableUpper middle marketScottsdale, AZbalbec.comSEC registered investment adviser

Balbec Capital is an investment firm. As an SEC-registered alternative investment manager, Balbec aims to deliver consistent, risk-adjusted returns for inves...

Classification
Class
Private credit managerprobable, confidence 70%
Basis
R2: 7 of 12 private equity vehicles are named credit
Size band
Upper middle marketdefined by: proxy: $5.83bn Private Equity Fund GAV on the Form ADV filed 2024-04-29
Strategies
PRIVATE CREDIT
Classification history (1)
  1. Sep 13, 2026
    Private credit manager (probable, 70%, cls-pe-1)
    R2: 7 of 12 private equity vehicles are named credit
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Nov 22, 2016 to Apr 29, 2024
RAUM
$6.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
11
PE fund GAV, latest filing
$5.8Breported gross assets (Form ADV), not fund size
All private fund GAV
$5.8Bevery private fund type, latest filing
2024 PE fund GAV
$5.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-04-29, latest gav Private Equity Fund $5.8B, latest counts Private Equity Fund 11, lifetime distinct Private Equity Fund 13
Employees
105
Headquarters
Scottsdale, AZ
Office address
7114 E STETSON DRIVE, SUITE 250, Scottsdale, AZ, 85251
Business phone
602-802-8300
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
infrastructure, real estate, financial services, building products, technology
Geography
Europe
Revenue
up to $1.0M
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
from $3.0B
Control
not stated or not yet read
Thesis
We specialize in designing credit investment strategies that balance analytical precision with real-world expertise — uncovering opportunities, managing complexity, and delivering long-term value across market cycles.
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
13 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
Insolve Global Credit Fund VI, LP
ADV: Private Equity Fund
Credit fund2024
first reported on Form ADV
$448M
as of Apr 29, 2024
no Form DUnknown
Palace Mortgage Fund II, L.P.
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$372M
as of Apr 29, 2024
no Form DEarly deployment
Bmcf Fund II, L.P.
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$41.6M
as of Apr 29, 2024
no Form DEarly deployment
Insolve Global Credit Fund V, LP
ADV: Private Equity Fund
Credit fund2022
first reported on Form ADV
$2.7B
as of Apr 29, 2024
no Form DUnknown
Balbec Sc Evergreen Fund, L.P.
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$310M
as of Apr 29, 2024
no Form DEarly deployment
Palace Mortgage Fund, L.P.
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$136M
as of Apr 29, 2024
no Form DEarly deployment
Bkpl Mortgage Holding Spv, LP
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$155M
as of Apr 29, 2024
no Form DUnknown
Insolve Global Credit Fund IV, LP
ADV: Private Equity Fund
Credit fund2020
first reported on Form ADV
$1.2B
as of Apr 29, 2024
no Form DSuccessor fundraising
Fallingwater Fund, LP
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$53.3M
as of Apr 29, 2024
no Form DMature
Insolve Global Credit Fund III, LP
ADV: Private Equity Fund
Credit fund2017
first reported on Form ADV
$343M
as of Apr 29, 2024
no Form DMature
Insolve Global Credit Fund II, L.P.
ADV: Private Equity Fund
Credit fund2017
first reported on Form ADV
$14.1M
as of Jun 30, 2023
no Form DWound down
Insolve Global Credit Fund I, LP
ADV: Private Equity Fund
Credit fund2017
first reported on Form ADV
$9.9M
as of Mar 27, 2019
no Form DWound down
Insolve Global Credit Fund- Sc LLC
ADV: Private Equity Fund
Credit fund2017
first reported on Form ADV
$9.2M
as of Apr 29, 2024
no Form DUnknown
Team
12 current, 2 former
2 former (kept with end dates)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
8 relationships
Placement agents (8)
  • RBC Capital Markets, LLC 4 shared · strong · last Jan 1, 2024
  • Starwood Capital, L.L.C. 4 shared · strong · last Jan 1, 2017
  • Balbec Kpl Partners Co., Ltd 2 shared · recurring · last Jan 1, 2024
  • First Avenue Partners LLP 2 shared · recurring · last Jan 1, 2024
  • Balbec Kpl Korea (consultant and Marketing Support) 2 shared · recurring · last Jan 1, 2020
  • Lazard Freres & Co. LLC 1 shared · one time · last Jan 1, 2020
  • Daewoo Securities Co., Ltd. 1 shared · one time · last Jan 1, 2016
  • Gencap Global Advisors Dmcc 1 shared · one time · last Jan 1, 2024
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
2 most recent
  1. Apr 27, 2026
    Balbec Capital Management LP: Private Equity Funds on Form ADV 11 (2024 extract) -> 0 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Nov 22, 2016
    Balbec Capital Management LP first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

Balbec Capital Management LP is the same institution as 2 records in RIA and Wealth and Private Credit.

RIA and Wealth1Private Credit1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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