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A private credit provider
Direct lender, based in New York, NY, advising 1 BDC with $921M at fair value across 61 borrowers.
Composed from this provider's classification, location and filed figures.
- BDC fair value
- $921M
- Borrowers
- 61
- Sponsors
- 4
What matters now
- 11 new sponsorsin 12 months
11 new sponsors began borrowing from this lender in the last twelve months, and 1 sponsor came back for another deal.
New sponsor relationships are where its next deals come from.
Every figure, and the identifiersCRD 328528 · 1 other DFX graphsShowHide
What they say they lend against
- Borrower EBITDA
- $5.0M to $75.0Msource on record
- EBITDA
- $5M to $75M
- Middle market*
- stated
- Sponsor backed*
- stated
- Platforms*
- stated
- Founder or family owned*
- stated
Read from the firm's own site, at source on record on Sep 27, 2026. Each line is the value DFX extracted above the sentence it came from, so the sentence can be checked against the page. A starred dimension is one whose extraction precision has not been measured on the credit corpus; the quote is shown so it can be judged directly.
What they have actually funded
Every debt and equity piece the provider's BDCs reported in their latest schedules of investments, in the filers' own numbers. 273 positions.
- Under $5M124 65%
- $5M to $15M52 27%
- $15M to $50M16 8%
No industry breakdown is shown: an industry is recorded on 36.8% of published positions, and a mix built on that would describe which filers tag their schedules rather than what this lender prefers.
Relationship network
71 connected entities
From the latest schedules of investments of the BDCs this provider advises, the facilities and deals that name it, its Form ADV and its BDCs' 10-Ks. A borrower's figure is the BDCs' own fair value mark of their positions, not money moved.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the financings and sources behind it. Line weight is financings together; dashed lines are inferred.
- Sponsor
›How strength and recency are read
Borrowers are ordered by the size of the position in the provider's BDCs, sponsors by how many of its borrowers they back. BDCs and funds are the vehicles it advises. Every figure is as filed, with its date.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
BDCs managed
| BDC | Fair value | Borrowers | As of |
|---|---|---|---|
| a withheld name | $921M | 61 | Jun 30, 2026 |
Sponsor relationships
- 1 borrower $94.1M
- 1 borrower $91.2M
- 1 borrower $75.4M
+1 additional sponsor this lender finances
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Named as lender on a deal
Facilities held or named
Credit funds on Form ADV
What changed
- Repeat sponsor and lender pair Jun 30, 2026
- New sponsor and lender pair Jun 30, 2026
- New sponsor and lender pair Jun 30, 2026
- New sponsor and lender pair Jun 30, 2026
- New sponsor and lender pair Jun 30, 2026
+7 additional dated changes on this lender
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
How this provider is known
How this provider is known
- Direct lender
- probable · bdc adviser 10kreportedsec.gov
- RIA Intelligence
- e012b5d7-12e4-763d-b979-209c772c7854derivedname unique adv
+7 additional officers on Form ADV
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Who to call
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan
This record is the same institution as 2 records in Allocators and RIA and Wealth.
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
This record sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Not yet on record: credit fund assets.