Portfolio: Fund Investments
Our portfolio of fund investments includes a number of leading lower middle and middle market private capital funds.
Representative Fund Investments
Committed
$1,000,000
To
Confidential Private Credit Fund
| Fund Size: | $150,000,000 |
|---|---|
| Fund Strategy: | Private Credit |
| Fund Focus: |
|
| Fund Location: | New York, NY |
August 2024
Committed
$3,000,000
To
Confidential SBIC Fund
| Fund Size: | $180,000,000 |
|---|---|
| Fund Strategy: | Private Credit |
| Fund Focus: |
|
| Fund Location: | Philadelphia, PA |
October 2022
Committed
$1,500,000
To
Confidential SBIC Fund
| Fund Size: | $150,000,000 |
|---|---|
| Fund Strategy: | Private Credit |
| Fund Focus: |
|
| Fund Location: | New York, NY |
September 2022
Committed
$2,500,000
To
Confidential SBIC Fund
| Fund Size: | $275,000,000 |
|---|---|
| Fund Strategy: | Private Credit |
| Fund Focus: |
|
| Fund Location: | Chicago, IL |
July 2022
Committed
$1,000,000
To
Confidential SBIC Fund
| Fund Size: | $262,500,000 |
|---|---|
| Fund Strategy: | Private Credit |
| Fund Focus: |
|
| Fund Location: | New York, NY |
March 2022
Committed
$5,550,000
To
Confidential SBIC Fund
| Fund Size: | $400,000,000 |
|---|---|
| Fund Strategy: | Private Credit |
| Fund Focus: |
|
| Fund Location: | Indianapolis, IN |
December 2021
Committed
$1,000,000
To
Confidential SBIC Fund
| Fund Size: | $275,000,000 |
|---|---|
| Fund Strategy: | Private Credit |
| Fund Focus: |
|
| Fund Location: | New York, NY |
November 2021
Committed
$5,000,000
To
Confidential Direct Lending Fund
| Fund Size: | $750,000,000 |
|---|---|
| Fund Strategy: | Private Credit |
| Fund Focus: |
|
| Fund Location: | New York, NY |
November 2021
Committed
$4,500,000
To
Confidential SBIC Fund
| Fund Size: | $150,000,000 |
|---|---|
| Fund Strategy: | Private Credit |
| Fund Focus: |
|
| Fund Location: | Atlanta, GA |
April 2021
< More >
Transactions are presented in the order they were finalized starting with the most recent. Some transactions may not be displayed due to confidentiality restrictions and/or delays updating our website. Please refer to disclaimers at the bottom of this page for relevant information regarding the use of representative investments.