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B••••••• R•••• A•••••••• I•••
Private credit managerClassification probableLower middle marketSEC registered investment adviser· Fishers, INb•••••••••.com
Private credit manager, running PRIVATE CREDIT, based in Fishers, IN.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $660M
- PE fund assets
- $46.7M
- PE funds
- 5
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 1
- RAUM $660M
Classification
How this organization is classified, and on what basisPrivate credit manager · 1 in historyShowHide
- Class
- Private credit managerprobable, confidence 70%
- Basis
- R2: 6 of 9 private equity vehicles are named credit
- Size band
- Lower middle marketdefined by: proxy: $0.05bn Private Equity Fund GAV on the Form ADV filed 2024-06-26
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-1)R2: 6 of 9 private equity vehicles are named credit
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 18, 2011 to Jun 26, 2024
- RAUM
- $660Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $46.7Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $46.7Mevery private fund type, latest filing
- 2024 PE fund GAV
- $46.7Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-06-26, latest gav Private Equity Fund $46.7M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 9
- Employees
- 8
- Headquarters
- Fishers, IN
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
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
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| E•••• I••••• F••• I••• L••• ADV: Private Equity Fund | Credit fund | 2023 first reported on Form ADV | $8.4M as of Jun 26, 2024 | no Form D | Early deployment | |
| I••••••• I••••• F•••• L••• ADV: Private Equity Fund | Credit fund | 2021 first reported on Form ADV | $11.3M as of Jun 26, 2024 | no Form D | Active deployment | |
| B•• P•••• I••••• F••• ADV: Private Equity Fund | Credit fund | 2019 first reported on Form ADV | $9.9M as of Jun 26, 2024 | no Form D | Mature | |
| E•••• I••••• I• F•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $3.4M as of Mar 2, 2022 | no Form D | Wound down | |
| V•••• L•••••••• F••• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $19,873 as of Jun 6, 2023 | no Form D | Harvest | |
| O•••••• I••••• F•••• L•• ADV: Private Equity Fund | Credit fund | 2016 first reported on Form ADV | $491,530 as of Jun 26, 2024 | no Form D | Harvest | |
| E•••• I••••• F•••• L•• ADV: Private Equity Fund | Credit fund | 2015 first reported on Form ADV | $16.6M as of Jun 26, 2024 | no Form D | Mature | |
| I••••••••• C••••••• C••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $100,000 as of Jun 29, 2020 | no Form D | Wound down | |
| S•••••• I••••• F•••• L•• ADV: Private Equity Fund | Credit fund | 2013 first reported on Form ADV | $5.0M as of Aug 21, 2019 | no Form D | Active deployment |
Team
2 current, 1 former
Managing partner (1)
- J••••• B• W••••• · President/Chief Compliance Officer · since Nov 1, 1994 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- T••••• A••••• B•••••• · Chief Investment Officer · since Jul 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- C••••••••• R•••• N•••••• · Advisor Representative · Mar 1, 2009 to Jan 25, 2020 Inference
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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
- Sep 1, 2026••• Locked
- Nov 18, 2011••• Locked
Across the graphs
B••••••• R•••• A•••••••• I••• is the same institution as 1 record in RIA and Wealth.
RIA and Wealth1
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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