BDC·info
SCM

Stellus Capital

Period
SEC EDGAR ↗
Portfolio Fair Value
$874.46M
270 holdings
Avg Spread
+6.56%
FV-weighted, debt
Avg Coupon
FV-weighted
% First Lien
1.6%
of debt FV
Unrealized P/L
-$27.68M
-3.07% of cost
Non-Accrual
0
text-detected

Balance sheet

Assets$908.09M
Liabilities + Equity$908.09M
Other Debt
$781.70M · 86.1%
Debt (Borrowings)
$255.56M · 28.1%
Other Liabilities
$332.59M · 36.6%
Net Assets (Equity)
$319.94M · 35.2%

Industry Composition

Services: Business
19.6%
Supplemental and Non-Cash Activities
13.9%
Healthcare & Pharmaceuticals
8.9%
High Tech Industries
8.7%
Media: Advertising, Printing & Publishing
6.0%
Consumer Goods: Non-Durable
4.8%
Beverage, Food, & Tobacco
4.2%
Consumer Goods: Durable
3.9%
Services: Consumer
3.5%
Construction & Building
3.4%
Capital Equipment
3.4%
Aerospace & Defense
2.6%
Other industries
17.1%

Fair Value History

Q2 '23
Q3 '23
Q4 '23
Q1 '24
Q2 '24
Q3 '24
Q4 '24
Q1 '25
Q2 '25
Q3 '25
Q4 '25

Spread Distribution

5.0%
5.5%
6.0%
6.5%
7.0%
7.5%
8.0%
8.5%
9.0%
10.0%
12.0%
13.5%
14.0%
15.0%
Schedule of Investments

All holdings

All holdings
Sortable, click headers to re-sort
270 of 270
IssuerIndustryType
Fair Value
Cost
Unrealized
Coupon
Spread
Maturity
Jurassic Acquisition Corp.
Metals & Mining
Term Loan
$16.63M
$16.58M
$44.4K
+5.50%
2024-11-15
Peltram Plumbing Holdings, LLC
Construction & Building
Term Loan
$16.16M
$15.95M
$208.2K
+6.50%
2026-12-30
MOM Enterprises, LLC
Consumer Goods: Non-Durable
Term Loan (SBIC II)
$15.81M
$15.88M
-$70.2K
+6.48%
2026-05-19
U.S. Expediters, LLC
Healthcare & Pharmaceuticals
Term Loan
$15.63M
$15.50M
$123.8K
+6.25%
2026-12-22
Cafe Valley Inc.
Beverage, Food, & Tobacco
Term Loan
$15.55M
$15.50M
$48.8K
+7.24%
2025-08-28
Integrated Oncology Network, LLC
Healthcare & Pharmaceuticals
Term Loan Investment Date July 17 #2019
$15.45M
$15.65M
-$198.5K
+6.00%
2025-06-24
Advanced Barrier Extrusions, LLC
Containers, Packaging, & Glass
Term Loan B (SBIC)
$15.45M
$16.79M
-$1.34M
+7.50%
2026-11-30
Ad.Net Acquisition, LLC
Services: Business
Loan (SBIC II)Term
$15.20M
$15.08M
$119.0K
+6.00%
2026-05-07
Exacta Land Surveyors, LLC
Services: Business
Term Loan (SBIC)
$15.17M
$16.30M
-$1.13M
+6.75%
2024-02-08
ADS Group Opco, LLC
Aerospace & Defense
Term Loan (SBIC II)
$14.18M
$14.10M
$83.7K
+6.75%
2026-06-04
PCS Software, Inc.
Transportation & Logistics
Term Loan
$13.92M
$13.88M
$37.8K
+6.00%
2024-07-01
CF512, Inc.
Media: Advertising, Printing & Publishing
Term Loan (SBIC)
$13.77M
$13.75M
$24.4K
+6.00%
2026-09-01
Baker Manufacturing Company, LLC
Capital Equipment
Term Loan
$13.63M
$13.49M
$141.5K
+5.25%
2027-07-05
Premiere Digital Services, Inc.
Media: Broadcasting & Subscription
Term Loan
$13.22M
$13.18M
$40.7K
+5.25%
2026-11-03
Channel Partners Intermediateco, LLC
Services: Business
Term Loan (SBIC) #One
$13.05M
$13.16M
-$109.0K
+7.00%
2027-02-07
Lightning Intermediate II, LLC
Consumer Goods: Non-Durable
Term Loan A (SBIC)
$13.04M
$13.05M
-$4.3K
+6.50%
2027-06-06
HV Watterson Holdings, LLC
Services: Business
Term Loan
$13.04M
$13.00M
$37.9K
+6.00%
2026-12-17
Onpoint Industrial Services, LLC
Services: Business
Term Loan (SBIC)
$12.76M
$12.55M
$211.9K
+7.00%
2027-11-16
Evriholder Acquisition, Inc.
Consumer Goods: Durable
Term Loan (SBIC II)
$12.76M
$12.48M
$273.8K
+6.75%
2028-01-24
Curion Holdings, LLC
Services: Business
Term Loan (SBIC II)
$12.70M
$12.70M
$3.3K
+6.75%
2027-07-29
Xanitos, Inc.
Healthcare & Pharmaceuticals
Term Loan (SBIC)
$12.42M
$12.34M
$74.8K
+6.50%
2026-06-25
GS HVAM Intermediate, LLC
Beverage, Food, & Tobacco
Term Loan
$12.39M
$12.37M
$23.8K
+6.50%
2025-04-02
Inoapps Bidco, LLC
High Tech Industries
Term Loan B
$12.35M
$13.18M
-$824.2K
+5.75%
2027-02-15
Sales Benchmark Index, LLC
Services: Business
Term Loan
$12.09M
$12.09M
-$149.00
+6.00%
2025-01-07
Venbrook Buyer, LLC
Services: Business
Term Loan B (SBIC)
$11.98M
$13.58M
-$1.60M
+8.00%
2026-03-13
Green Intermediateco II, Inc
High Tech Industries
Term Loan
$10.92M
$10.88M
$39.0K
+6.75%
2028-08-08
The Hardenbergh Group, Inc
Healthcare & Pharmaceuticals
Term Loan (SBIC II)
$10.32M
$10.23M
$88.9K
+6.25%
2028-08-07
Camp Profiles LLC
Media: Advertising, Printing & Publishing
Term Loan (SBIC)
$10.02M
$9.90M
$117.8K
+5.25%
2026-09-03
Dresser Utility Solutions, LLC
Utilities: Oil & Gas
Term Loan (SBIC)
$10.00M
$9.94M
$57.0K
+8.50%
2026-04-01
Craftable Intermediate II Inc
High Tech Industries
Term Loan (SBIC II)
$9.98M
$9.90M
$85.8K
+6.50%
2028-06-30
Heartland Business Systems LLC
High Tech Industries
Term Loan (SBIC II)
$9.88M
$9.72M
$153.9K
+6.25%
2027-08-26
AdCellerant LLC
Media: Advertising, Printing & Publishing
Term A Loan (SBIC II)
$9.80M
$9.80M
$0.00
+6.00%
2028-12-12
evolv Consulting, LLC
Services: Business
Term Loan (SBIC)
$9.80M
$9.80M
$0.00
+6.75%
2028-12-07
Florachem Corporation
Chemicals, Plastics, & Rubber
Term Loan (SBIC)
$9.75M
$9.70M
$53.0K
+6.50%
2028-04-29
Amika OpCo LLC
Supplemental and Non-Cash Activities
Term Loan, Investment Date, December 5 #2023
$9.56M
$9.51M
$46.5K
+5.75%
2029-07-01
TradePending OpCo Aggregator, LLC
High Tech Industries
Term Loan (SBIC II), 3/2/2021
$9.53M
$9.53M
-$1.7K
+6.25%
2026-03-02
Pearl Media Holdings, LLC
Media: Advertising, Printing & Publishing
Term Loan (SBIC II)
$9.52M
$9.52M
$5.6K
+6.25%
2027-08-31
Axis Portable Air, LLC
Capital Equipment
Term Loan (SBIC II)
$9.50M
$9.36M
$142.7K
+5.75%
2028-03-22
Compost 360 Acquisition, LLC
Environmental Industries
Term Loan (SBIC II)
$9.40M
$9.37M
$33.5K
+6.50%
2028-08-02
Rogers Mechanical Contractors, LLC
Construction & Building
Term Loan
$9.08M
$9.05M
$23.7K
+7.00%
2025-09-09
Anne Lewis Strategies, LLC
Services: Business
Term Loan (SBIC II) Investment Date March 5 #2021
$9.01M
$9.10M
-$92.9K
+7.00%
2028-05-09
DRS Holdings III, Inc.
Consumer Goods: Durable
Term Loan
$8.85M
$8.86M
-$12.3K
+6.25%
2025-11-01
Exigo, LLC
High Tech Industries
Term Loan
$8.81M
$8.72M
$91.1K
+6.00%
2027-03-16
Nutritional Medicinals, LLC
Healthcare & Pharmaceuticals
Term Loan Investment Date November 15 #2018
$8.79M
$8.75M
$40.6K
+6.21%
2025-11-15
Red's All Natural, LLC
Beverage, Food, & Tobacco
Term Loan (SBIC II)
$8.79M
$8.68M
$113.2K
+6.00%
2029-01-31
CEATI International Inc.
Services: Business
Term Loan
$8.53M
$8.45M
$82.3K
+6.00%
2026-02-19
Microbe Formulas LLC
Consumer Goods: Non-Durable
Term Loan (SBIC II)
$8.47M
$8.41M
$64.1K
+6.00%
2028-04-03
Informativ, LLC
High Tech Industries
Term Loan (SBIC II) #One
$8.40M
$8.39M
$10.2K
+5.75%
2026-07-30
Trade Education Acquisition, L.L.C.
Education
Term Loan (SBIC)
$8.37M
$9.59M
-$1.22M
+6.25%
2027-12-28
Naumann/Hobbs Material Handling Corporation
Services: Business
II, Inc. Term Loan
$8.28M
$8.29M
-$15.3K
+6.75%
2024-08-30
American Refrigeration, LLC
Services: Business
Term Loan (SBIC)
$8.21M
$8.03M
$181.8K
+6.25%
2028-03-31
Intuitive Health, LLC
Supplemental and Non-Cash Activities
Term Loan
$8.12M
$8.04M
$74.1K
+5.50%
2027-10-18
Elliott Aviation, LLC
Aerospace & Defense
Term Loan #One
$8.02M
$8.50M
-$471.9K
+8.00%
2025-06-30
NS412, LLC
Services: Consumer
Term Loan
$7.62M
$7.56M
$53.2K
+8.50%
2025-11-06
Infolinks Media Buyco, LLC
Media: Advertising, Printing & Publishing
Term Loan (SBIC II)
$7.61M
$7.52M
$94.3K
+5.75%
2026-11-01
Ledge Lounger, Inc.
Consumer Goods: Durable
Term Loan A (SBIC)
$7.49M
$7.40M
$93.1K
+6.50%
2026-11-09
Atmosphere Aggregator Holdings II, L.P.
Supplemental and Non-Cash Activities
Stratose Aggregator Holdings, L.P. Common Units
$7.29M
Unicat Catalyst Holdings, LLC
Chemicals, Plastics, & Rubber
Term Loan
$6.75M
$6.96M
-$208.7K
+6.50%
2026-04-27
CompleteCase, LLC
Services: Consumer
Term Loan (SBIC II)
$6.64M
$6.62M
$26.5K
+6.50%
2025-12-21
Informativ, LLC
Supplemental and Non-Cash Activities
Term Loan (SBIC II) #Two
$6.33M
$6.31M
$17.1K
+5.75%
2026-07-30
EHI Buyer, Inc
Environmental Industries
Term A Loan (SBIC)
$5.97M
$5.95M
$23.2K
+6.50%
2029-07-31
RIA Advisory Borrower, LLC
High Tech Industries
Term Loan
$5.93M
$5.85M
$74.8K
+6.50%
2027-08-02
NuSource Financial, LLC NuSource Financial Acquisition, Inc. (SBIC II)
Services: Business
$5.91M
$5.98M
-$69.2K
+13.75%
2026-07-29
Equine Network, LLC
Services: Consumer
Term Loan (SBIC)
$5.91M
$5.80M
$107.2K
+6.50%
2028-05-22
Impact Home Services LLC
Services: Consumer
Term Loan (SBIC) #One
$5.82M
$5.77M
$44.2K
+6.50%
2028-04-28
Intuitive Health, LLC
Healthcare & Pharmaceuticals
Term Loan (SBIC II) Investment Date October 18 #2019
$5.77M
$5.72M
$53.0K
+5.50%
2027-10-18
2X LLC
Services: Business
Term Loan
$5.43M
$5.36M
$70.6K
+6.50%
2028-06-05
Invincible Boat Company LLC
Consumer Goods: Durable
Term Loan
$5.30M
$5.32M
-$18.3K
+6.50%
2025-08-28
Naumann/Hobbs Material Handling Corporation
Supplemental and Non-Cash Activities
II, Inc. Term Loan (SBIC II)
$5.22M
$5.23M
-$9.8K
+6.75%
2024-08-30
NINJIO, LLC
Media: Diversified & Production
Term Loan
$4.96M
$4.88M
$79.7K
+6.50%
2027-10-12
COPILOT Provider Support Services, LLC
Healthcare & Pharmaceuticals
Term Loan
$4.94M
$4.86M
$81.9K
+6.50%
2027-11-22
Michelli, LLC
Capital Equipment
Term Loan (SBIC II)
$4.90M
$4.90M
$0.00
+5.75%
2028-12-21
Invincible Boat Company LLC
Supplemental and Non-Cash Activities
Term Loan (SBIC II) Investment Date August 28 #2019
$4.90M
$4.91M
-$16.8K
+6.50%
2025-08-28
J.R. Watkins, LLC
Consumer Goods: Non-Durable
Term Loan (SBIC)
$4.89M
$13.60M
-$8.70M
+12.00%
2024-03-31
GS HVAM Intermediate, LLC
Supplemental and Non-Cash Activities
HV GS Acquisition, LP Class A Interests
$4.70M
$1.97M
$2.74M
Cerebro Buyer, LLC
Healthcare & Pharmaceuticals
Term Loan Term Loan
$4.65M
$4.54M
$104.9K
+6.75%
2029-03-15
Service Minds Company, LLC
Services: Consumer
Term Loan
$4.50M
$5.25M
-$749.0K
+7.50%
2028-02-07
Madison Logic, Inc.
Media: Broadcasting & Subscription
Term Loan
$4.45M
$4.38M
$69.1K
+7.00%
2028-12-30
Morgan Electrical Group Intermediate Holdings, Inc
Construction & Building
Term Loan
$4.37M
$4.34M
$28.5K
+6.25%
2029-08-03
General LED OPCO, LLC
Services: Business
Term Loan
$4.34M
$4.47M
-$130.4K
+9.00%
2026-03-31
Venbrook Buyer, LLC
Supplemental and Non-Cash Activities
Delayed Draw Term Loan
$4.08M
$4.65M
-$561.7K
+8.00%
2026-03-13
PCP MT Aggregator Holdings, L.P.
Finance
Common Units
$4.03M
$119.3K
$3.91M
Nutritional Medicinals, LLC
Supplemental and Non-Cash Activities
Term Loan Investment Date October 28 #2021
$3.69M
$3.66M
$28.1K
+6.21%
2025-11-15
I2P Holdings, LLC
Services: Business
Series A Preferred Units
$3.34M
ArborWorks Acquisition LLC
Environmental Industries
Term Loan
$3.18M
$3.46M
-$276.9K
+6.50%
2028-11-06
EH Real Estate Services, LLC
FIRE: Real Estate
Term Loan A1 (SBIC)
$3.04M
$5.26M
-$2.21M
+10.00%
2026-09-03
Intuitive Health, LLC
Supplemental and Non-Cash Activities
Term Loan (SBIC II) Investment Date August 31 #2021
$3.04M
$3.01M
$30.6K
+5.50%
2027-10-18
CF512, Inc.
Supplemental and Non-Cash Activities
Delayed Draw Term Loan
$2.97M
$2.99M
-$11.7K
+6.00%
2026-09-01
Anne Lewis Strategies, LLC
Supplemental and Non-Cash Activities
Term Loan (SBIC II) Investment Date April 15 #2022
$2.81M
$2.83M
-$22.8K
+7.00%
2028-05-09
Premiere Digital Services, Inc.
Supplemental and Non-Cash Activities
Premiere Digital Holdings, Inc. Common Stock
$2.77M
ArborWorks, LLC
ArborWorks Intermediate Holdco
LLC Class A-1 Preferred Units
$2.70M
$3.61M
-$915.1K
Atmosphere Aggregator Holdings II, L.P.
Services: Business
Common Units
$2.47M
TradePending OpCo Aggregator, LLC
Supplemental and Non-Cash Activities
Term Loan (SBIC II), 8/4/2023
$2.44M
$2.42M
$18.0K
+6.25%
2026-03-02
Nutritional Medicinals, LLC
Supplemental and Non-Cash Activities
Functional Aggregator, LLC Units
$2.27M
$972.8K
$1.30M
Xanitos, Inc.
Supplemental and Non-Cash Activities
Delayed Draw Term Loan
$2.19M
$2.19M
$2.2K
+6.50%
2026-06-25
HV Watterson Holdings, LLC
Supplemental and Non-Cash Activities
HV Acquisition VI, LLC Class A Units
$2.15M
$1.63M
$523.0K
Venbrook Buyer, LLC
Supplemental and Non-Cash Activities
Revolver
$2.10M
$2.40M
-$299.5K
+8.00%
2026-03-13
Axis Portable Air L L C
Supplemental and Non-Cash Activities
Term Loan (SBIC II) #One
$1.89M
$1.86M
$33.9K
+5.75%
2028-03-22
PCS Software, Inc.
Supplemental and Non-Cash Activities
Term Loan (SBIC)
$1.83M
$1.82M
$5.0K
+6.00%
2024-07-01
GS HVAM Intermediate, LLC
Supplemental and Non-Cash Activities
Revolver
$1.80M
$1.80M
$0.00
+6.50%
2025-04-02
ICD Holdings, LLC
Finance
Class A Units
$1.71M
$449.8K
$1.26M
Channel Partners Intermediateco, LLC
Supplemental and Non-Cash Activities
Term Loan (SBIC) #Two
$1.66M
$1.68M
-$11.1K
+7.00%
2027-02-07
U.S. Expediters, LLC
Supplemental and Non-Cash Activities
Cathay Hypnos LLC Units
$1.53M
$1.32M
$213.6K
Infolinks Media Buyco, LLC
Supplemental and Non-Cash Activities
Delayed Draw Term Loan
$1.48M
$1.46M
$13.0K
+5.75%
2026-11-01
TradePending OpCo Aggregator, LLC
TradePending Holdings
LLC Series A Units
$1.47M
$967.1K
$499.1K
2xLLC, Term Loan, Investment Date, October 31,
Supplemental and Non-Cash Activities
— #2023
$1.43M
$1.41M
$20.7K
+6.50%
2028-06-05
Health Monitor Holdings, LLC
Media: Advertising, Printing & Publishing
Series A Preferred Units
$1.35M
$1.05M
$295.6K
Elliott Aviation, LLC
Supplemental and Non-Cash Activities
Revolver
$1.33M
$1.41M
-$84.6K
+8.00%
2025-06-30
BLP Buyer, Inc.
Capital Equipment
BL Products Parent, L.P. Class A Units
$1.32M
$983.6K
$338.6K
Anne Lewis Strategies, LLC
Supplemental and Non-Cash Activities
SG AL Investment, LLC Common Units
$1.21M
$606.7K
$598.4K
Invincible Boat Company LLC
Supplemental and Non-Cash Activities
Warbird Parent Holdco, LLC Class A Units
$1.18M
$1.30M
-$115.5K
Cafe Valley Inc.
Supplemental and Non-Cash Activities
CF Topco LLC Units
$1.15M
$916.0K
$232.8K
Invincible Boat Company LLC
Supplemental and Non-Cash Activities
Term Loan (SBIC II) Investment Date June 1 #2021
$1.09M
$1.09M
-$1.4K
+6.50%
2025-08-28
Evriholder Acquisition, Inc.
Supplemental and Non-Cash Activities
KEJ Holdings LP Class A Units
$1.07M
$873.3K
$197.6K
Integrated Oncology Network, LLC
Supplemental and Non-Cash Activities
Term Loan Investment Date November 1 #2021
$1.07M
$1.08M
-$11.9K
+6.00%
2025-06-24
Informativ, LLC
Credit Connection Holdings
LLC Series A Units
$1.04M
$804.4K
$240.2K
Axis Portable Air, LLC
Supplemental and Non-Cash Activities
Axis Air Parent, LLC Preferred Units
$1.04M
$443.6K
$595.4K
Xanitos, Inc.
Supplemental and Non-Cash Activities
Pure TopCo, LLC Class A Units
$1.02M
$1.05M
-$32.8K
EH Real Estate Services, LLC
Supplemental and Non-Cash Activities
Term Loan A4 (SBIC)
$993.7K
$1.00M
-$10.0K
+10.00%
2026-09-03
Anne Lewis Strategies, LLC
SG AL Investment
LLC Common-A Units
$985.8K
$492.9K
$492.9K
PCS Software, Inc.
Supplemental and Non-Cash Activities
Delayed Draw Term Loan
$962.5K
$962.5K
$0.00
+6.00%
2024-07-01
Inoapps Bidco, LLC
Supplemental and Non-Cash Activities
Inoapps Holdings, LLC Series A-1 Preferred Units
$928.5K
$783.8K
$144.7K
Exacta Land Surveyors LLC
Supplemental and Non-Cash Activities
Term Loan Two SBIC
$922.4K
$989.7K
-$67.3K
+6.75%
2024-02-08
Curion Holdings, LLC
Supplemental and Non-Cash Activities
SP CS Holdings LLC Class A Units
$901.6K
$740.0K
$161.6K
EOS Fitness Holdings, LLC
Supplemental and Non-Cash Activities
Class B Common Units
$891.0K
NS412, LLC
Supplemental and Non-Cash Activities
NS Group Holding Company, LLC Class A Units
$879.6K
$795.0K
$84.6K
Baker Manufacturing Company, LLC
Supplemental and Non-Cash Activities
BSC Blue Water Holdings, LLC Series A Units (SBIC II)
$855.6K
$743.8K
$111.8K
DTE Enterprises, LLC
Supplemental and Non-Cash Activities
DTE Holding Company, LLC Class AA Units
$852.1K
$723.7K
$128.4K
ArborWorks Acquisition LLC
Supplemental and Non-Cash Activities
Revolver
$850.9K
$924.9K
-$74.0K
+15.00%
2028-11-06
TAC LifePort Holdings, LLC
Aerospace & Defense
Common Units
$758.7K
$537.0K
$221.7K
Infolinks Media Buyco, LLC
Supplemental and Non-Cash Activities
Tower Arch Infolinks Media, LP LP Interests
$751.4K
$424.2K
$327.2K
AdCellerant Holdings, LLC
Supplemental and Non-Cash Activities
Series A Units
$728.7K
$728.7K
$0.00
Craftable Intermediate II Inc
Supplemental and Non-Cash Activities
Gauge Craftable LP Partnership Interests
$727.0K
$626.7K
$100.3K
Heartland Business Systems, LLC
AMCO HBS Holdings
LP Class A Units
$726.6K
$249.9K
$476.7K
Onpoint Industrial Services, LLC
Spearhead TopCo
LLC Class A Units
$701.5K
$606.7K
$94.8K
TradePending OpCo Aggregator, LLC
Supplemental and Non-Cash Activities
Delayed Draw Term Loan
$680.1K
$680.7K
-$596.00
+6.25%
2026-03-02
EH Real Estate Services, LLC
Supplemental and Non-Cash Activities
Term Loan A2 (SBIC)
$650.1K
$1.14M
-$490.4K
+10.00%
2026-09-03
Ad.Net Acquisition, LLC
Supplemental and Non-Cash Activities
Revolver
$649.5K
$649.5K
$0.00
+6.00%
2026-05-07
2X LLC
Supplemental and Non-Cash Activities
Investors LP Class A Unit
$644.8K
$589.5K
$55.3K
EHI Buyer, Inc
EHI Group Holdings
L.P. Class A Units
$630.1K
$617.8K
$12.3K
MOM Enterprises, LLC
Supplemental and Non-Cash Activities
MBliss SPC Holdings, LLC Units
$595.8K
$933.3K
-$337.5K
Red's All Natural, LLC
Supplemental and Non-Cash Activities
Centeotl Co-Invest B, LP Common Units
$586.0K
$710.6K
-$124.6K
PCS Software, Inc.
Supplemental and Non-Cash Activities
Revolver
$571.2K
$571.2K
$0.00
+6.00%
2024-07-01
Integrated Oncology Network, LLC
Supplemental and Non-Cash Activities
Revolver
$545.8K
$554.1K
-$8.3K
+6.00%
2025-06-24
Impact Home Services LLC
Supplemental and Non-Cash Activities
Term Loan (SBIC) #Two
$530.3K
$525.5K
$4.8K
+6.50%
2028-04-28
Ad.Net Acquisition, LLC
Supplemental and Non-Cash Activities
Ad.Net Holdings, Inc. Series A Preferred Stock (SBIC II)
$527.1K
$701.5K
-$174.4K
Invincible Boat Company LLC
Supplemental and Non-Cash Activities
Revolver
$526.6K
$531.9K
-$5.3K
+6.50%
2025-08-28
Michelli, LLC
Supplemental and Non-Cash Activities
SP MWM Holdco LLC Class A Units
$509.2K
$509.2K
$0.00
EH Real Estate Services, LLC
Supplemental and Non-Cash Activities
Term Loan A4
$496.8K
$501.8K
-$5.0K
+10.00%
2026-09-03
Camp Profiles LLC
Supplemental and Non-Cash Activities
CIVC VI-A 829 Blocker, LLC Units
$496.1K
$250.0K
$246.1K
evolv Consulting, LLC
Supplemental and Non-Cash Activities
evolv Holdco, LLC Preferred Units
$473.5K
$473.5K
$0.00
Naumann Hobbs Holdings, L.P.
Supplemental and Non-Cash Activities
Class A-1 Units
$471.1K
$220.4K
$250.8K
Naumann Hobbs Holdings, L.P.
Supplemental and Non-Cash Activities
Class A-2 Units
$471.1K
$220.4K
$250.8K
Florachem Corporation
Supplemental and Non-Cash Activities
SK FC Holdings, L.P. Class A Units
$465.2K
$362.4K
$102.8K
Peltram Plumbing Holdings, LLC
Supplemental and Non-Cash Activities
Peltram Group Holdings LLC Class A Units
$418.4K
$506.1K
-$87.7K
The Hardenbergh Group, Inc
BV HGI Holdings
L.P. Class A Units
$418.3K
$434.5K
-$16.2K
Green Intermediateco II, Inc.
Supplemental and Non-Cash Activities
Delayed Draw Term Loan
$400.0K
$403.2K
-$3.2K
+6.75%
2028-08-08
CompleteCase, LLC
Supplemental and Non-Cash Activities
CompleteCase Holdings, Inc. Series A Preferred Stock (SBIC II)
$399.0K
$521.7K
-$122.7K
Sales Benchmark Index, LLC
Supplemental and Non-Cash Activities
SBI Holdings Investments, LLC Class A Units
$394.6K
$665.7K
-$271.1K
TradePending OpCo Aggregator, LLC
TradePending Holdings
LLC Series A-1 Units
$386.4K
$260.3K
$126.2K
PCS Software Parent, LLC
Supplemental and Non-Cash Activities
Class A Common Units
$384.0K
Exigo, LLC
Supplemental and Non-Cash Activities
Gauge Exigo Coinvest, LLC Common Units
$377.5K
$377.5K
$0.00
Cerebro Buyer, LLC
Supplemental and Non-Cash Activities
Cerebro Holdings Partnership, L.P. Series B Partner Interests
$368.6K
$341.1K
$27.5K
Unicat Catalyst Holdings, LLC
Supplemental and Non-Cash Activities
Unicat Catalyst, LLC Class A Units
$361.3K
$750.0K
-$388.7K
Morgan Electrical Group Intermediate Holdings, Inc.
Supplemental and Non-Cash Activities
Morgan Electrical Group Holdings, LLC Series A-2 Preferred Units
$351.4K
$356.8K
-$5.4K
EH Real Estate Services, LLC
Supplemental and Non-Cash Activities
Revolver
$332.2K
$332.2K
$0.00
+10.00%
2026-09-03
Madison Logic Holdings, Inc.
Supplemental and Non-Cash Activities
BC Partners Glengarry Co-Investment LP Class 1 Interests
$328.2K
$394.8K
-$66.6K
EH Real Estate Services, LLC
Supplemental and Non-Cash Activities
Term Loan A2
$325.1K
$570.3K
-$245.2K
+10.00%
2026-09-03
HV Watterson Holdings, LLC
Supplemental and Non-Cash Activities
Delayed Draw Term Loan
$316.7K
$317.5K
-$852.00
+6.00%
2026-12-17
COPILOT Provider Support Services, LLC
Supplemental and Non-Cash Activities
QHP Project Captivate Blocker, Inc. Common Stock
$282.0K
$285.7K
-$3.7K
CEATI International Inc.
Supplemental and Non-Cash Activities
CEATI Holdings, LP Class A Units
$280.4K
$250.0K
$30.4K
Green Intermediateco II, Inc
Green Topco Holdings
LLC Class A Units
$272.1K
$271.4K
$654.00
Impact Home Services LLC
Supplemental and Non-Cash Activities
Term Loan (SBIC) #Three
$264.5K
$262.3K
$2.2K
+6.50%
2028-04-28
Ledge Lounger, Inc.
Supplemental and Non-Cash Activities
SP L2 Holdings LLC Class A Units (SBIC)
$242.7K
$375.0K
-$132.3K
NINJIO, LLC
NINJIO Holdings
LLC Units
$226.8K
$313.3K
-$86.4K
Compost 360 Investments, LLC
Supplemental and Non-Cash Activities
Class A Units
$226.5K
$250.8K
-$24.2K
EH Real Estate Services, LLC
Supplemental and Non-Cash Activities
Term Loan A3 (SBIC)
$224.0K
$392.9K
-$169.0K
+10.00%
2026-09-03
American Refrigeration, LLC
Supplemental and Non-Cash Activities
AR-USA Holdings, LLC Class A Units
$220.3K
$141.3K
$79.0K
Impact Home Services LLC
Supplemental and Non-Cash Activities
Impact Holdings Georgia LLC Class A Units
$213.3K
$324.2K
-$110.9K
Intuitive Health, LLC
Supplemental and Non-Cash Activities
Legacy Parent, Inc. Class A Common Stock
$213.2K
CF512, Inc.
Supplemental and Non-Cash Activities
StellPen Holdings, LLC Membership Interests
$209.7K
$220.9K
-$11.2K
Amika OpCo LLC
Supplemental and Non-Cash Activities
Ishtar Co-Invest-B LP Partnership Interests
$200.7K
$42.8K
$157.9K
Exacta Land Surveyors, LLC
Supplemental and Non-Cash Activities
SP ELS Holdings LLC Class A Units
$172.7K
$1.12M
-$949.6K
Archer Systems, LLC
Services: Business
CF Arch Holdings LLC Class A Units
$151.4K
$100.0K
$51.4K
Venbrook Buyer, LLC
Supplemental and Non-Cash Activities
Term Loan B
$136.3K
$154.5K
-$18.2K
+8.00%
2026-03-13
Lightning Intermediate II, LLC
Supplemental and Non-Cash Activities
Gauge Vimergy Coinvest, LLC Units
$128.8K
$391.3K
-$262.5K
Michelli, LLC
Supplemental and Non-Cash Activities
Revolver
$127.0K
$129.6K
-$2.6K
+5.75%
2028-12-21
RIA Advisory Borrower, LLC
RIA Advisory Aggregator
LLC ClassA Units
$113.3K
$165.1K
-$51.8K
ADS Group Opco L L C
Supplemental and Non-Cash Activities
Pluto Aggregator L L C Class Y Units
$112.6K
$88.7K
$23.9K
EH Real Estate Services, LLC
Supplemental and Non-Cash Activities
Term Loan A3
$112.0K
$196.5K
-$84.5K
+10.00%
2026-09-03
Monitorus Holding, LLC
Supplemental and Non-Cash Activities
Revolver
$108.7K
$109.8K
-$1.1K
+14.00%
2027-05-24
NINJIO, LLC
Supplemental and Non-Cash Activities
Gauge NINJIO Blocker LLC Preferred Units
$103.6K
$14.5K
$89.1K
Monitorus Holding, LLC
Supplemental and Non-Cash Activities
Delayed Draw Term Loan
$100.9K
$101.9K
-$1.0K
+14.00%
2027-05-24
Axis Portable Air, LLC
Supplemental and Non-Cash Activities
Delayed Draw Term Loan
$100.0K
$99.2K
$801.00
+5.75%
2028-03-22
Monitorus Holding, LLC
Media: Diversified & Production
Term Loan
$100.0K
$100.3K
-$281.00
+14.00%
2027-05-24
ADS Group Opco, LLC
Supplemental and Non-Cash Activities
Revolver
$99.5K
$100.0K
-$500.00
+6.75%
2026-06-04
Xanitos, Inc
Supplemental and Non-Cash Activities
Revolver
$99.5K
$100.0K
-$500.00
+6.50%
2026-06-25
Curion Holdings, LLC
Supplemental and Non-Cash Activities
Revolver
$98.5K
$100.0K
-$1.5K
+6.75%
2027-07-29
MacKenzie Childs Acquisition Inc
Consumer Goods: Durable
Term Loan
$98.3K
$97.6K
$665.00
+6.00%
2027-09-02
Whisps Holdings LP
Supplemental and Non-Cash Activities
Class A-1 Units
$97.4K
$107.4K
-$10.0K
MacKenzie Childs Acquisition Inc
MacKenzie-Childs Investment
LP Partnership Interests
$96.5K
$100.0K
-$3.5K
Tilley Distribution, Inc.
Chemicals, Plastics, & Rubber
Term Loan
$93.7K
$95.6K
-$1.9K
+6.00%
2026-12-31
Amika OpCo LLC
Consumer Goods: Non-Durable
Term Loan
$93.2K
$93.0K
$187.00
+5.25%
2029-07-01
Advanced Barrier Extrusions, LLC
Supplemental and Non-Cash Activities
GP ABX Holdings Partnership, L.P. Series B Preferred Interests
$92.3K
$113.9K
-$21.6K
Complete Case LLC
Supplemental and Non-Cash Activities
Complete Case Holdings Inc. Series C Preferred Stock
$85.2K
$111.4K
-$26.2K
Service Minds Company, LLC
Supplemental and Non-Cash Activities
Delayed Draw Term Loan
$83.8K
$98.3K
-$14.6K
+7.50%
2028-02-07
Equine Network, LLC
Supplemental and Non-Cash Activities
Revolver
$82.9K
$83.3K
-$417.00
+6.50%
2028-05-22
Inoapps Bidco, LLC
Supplemental and Non-Cash Activities
Delayed Draw Term Loan
$81.9K
$81.7K
$192.00
+5.75%
2027-02-15
Impact Home Services LLC
Supplemental and Non-Cash Activities
Revolver
$81.3K
$82.5K
-$1.2K
+6.50%
2028-04-28
HV Watterson Holdings, LLC
Supplemental and Non-Cash Activities
Revolver
$79.2K
$80.0K
-$800.00
+6.00%
2026-12-17
RIA Advisory Aggregator, LLC Class A Units
RIA Products Aggregator
LLC ClassA Units
$78.4K
$78.4K
$0.00
Service Minds Company, LLC
Supplemental and Non-Cash Activities
Revolver
$76.3K
$90.3K
-$14.0K
+7.50%
2028-02-07
Ledge Lounger Inc.
Supplemental and Non-Cash Activities
Revolver
$75.0K
$75.0K
$0.00
+6.50%
2026-11-09
Cerebro Buyer, LLC
Supplemental and Non-Cash Activities
Cerebro Holdings Partnership, L.P. Series A Partner Interests
$68.0K
$63.0K
$5.1K
Peltram Plumbing Holdings, LLC
Supplemental and Non-Cash Activities
Revolver
$60.0K
$60.0K
$0.00
+6.50%
2026-12-30
Equine Network, LLC
Supplemental and Non-Cash Activities
Delayed Draw Term Loan
$59.6K
$59.9K
-$299.00
+6.50%
2028-05-22
Ad.Net Acquisition, LLC
Supplemental and Non-Cash Activities
Ad.Net Holdings, Inc. Series A Common Stock (SBIC II)
$58.6K
$77.9K
-$19.4K
Amika OpCo LLC
Supplemental and Non-Cash Activities
Oshun Co-Invest-B LP Partnership Interests
$57.3K
$22.2K
$35.1K
Florachem Corporation
Supplemental and Non-Cash Activities
Delayed Draw Term Loan
$53.2K
$53.8K
-$537.00
+6.50%
2028-04-29
APE Holdings, LLC
Chemicals, Plastics, & Rubber
Class A Units
$49.8K
$375.0K
-$325.2K
Heartland Business Systems, LLC
Supplemental and Non-Cash Activities
Delayed Draw Term Loan
$49.6K
$49.2K
$428.00
+6.25%
2027-08-26
MOM Enterprises, LLC
Supplemental and Non-Cash Activities
Revolver
$49.3K
$50.0K
-$750.00
+6.48%
2026-05-19
MacKenzie Childs Acquisition Inc
Supplemental and Non-Cash Activities
Revolver
$46.4K
$46.7K
-$233.00
+6.00%
2027-09-02
Rogers Mechanical Contractors, LLC
Supplemental and Non-Cash Activities
Delayed Draw Term Loan
$45.6K
$45.6K
-$11.00
+7.00%
2025-09-09
Elliott Aviation, LLC
Supplemental and Non-Cash Activities
Term Loan #Two
$42.6K
$56.8K
-$14.2K
+15.00%
2026-01-31
Inoapps Bidco, LLC
Supplemental and Non-Cash Activities
Revolver
$39.8K
$40.0K
-$200.00
+5.75%
2027-02-15
NINJIO, LLC
Supplemental and Non-Cash Activities
Revolver
$33.3K
$33.3K
$0.00
+6.50%
2027-10-12
TradePending OpCo Aggregator, LLC
Supplemental and Non-Cash Activities
Revolver
$33.0K
$33.3K
-$333.00
+6.25%
2026-03-02
Channel Partners Intermediateco, LLC
Supplemental and Non-Cash Activities
Revolver
$32.8K
$33.3K
-$500.00
+7.00%
2027-02-07
Compost 360 Acquisition, LLC
Supplemental and Non-Cash Activities
Revolver
$32.7K
$33.3K
-$667.00
+6.50%
2028-08-02
Lightning Intermediate II, LLC
Supplemental and Non-Cash Activities
Revolver
$29.6K
$30.0K
-$450.00
+6.50%
2027-06-06
RIA Advisory Borrower, LLC
Supplemental and Non-Cash Activities
Revolver
$27.1K
$27.3K
-$136.00
+6.50%
2027-08-02
Florachem Corporation
Supplemental and Non-Cash Activities
Revolver
$23.1K
$23.3K
-$233.00
+6.50%
2028-04-29
Pearl Media Holdings, LLC
Supplemental and Non-Cash Activities
Revolver
$23.0K
$23.3K
-$350.00
+6.25%
2027-08-31
Unicat Catalyst Holdings, LLC
Unicat Catalyst
LLC Class A-1 Units
$21.3K
$21.1K
$159.00
COPILOT Provider Support Services, LLC
Supplemental and Non-Cash Activities
Revolver
$20.0K
$20.0K
$0.00
+6.50%
2027-11-22
Complete Case, L L C
Supplemental and Non-Cash Activities
Revolver
$16.6K
$16.7K
-$83.00
+6.50%
2025-12-21
Monitorus Holding, LLC
Supplemental and Non-Cash Activities
Sapphire Aggregator S.a r.l. Class A Shares
$13.5K
$11.2K
$2.3K
Monitorus Holding, LLC
Supplemental and Non-Cash Activities
Sapphire Aggregator S.a r.l. Class B Shares
$13.5K
$11.2K
$2.3K
Monitorus Holding, LLC
Supplemental and Non-Cash Activities
Sapphire Aggregator S.a r.l. Class C Shares
$13.5K
$11.2K
$2.3K
Monitorus Holding, LLC
Supplemental and Non-Cash Activities
Sapphire Aggregator S.a r.l. Class D Shares
$13.5K
$11.2K
$2.3K
Monitorus Holding, LLC
Supplemental and Non-Cash Activities
Sapphire Aggregator S.a r.l. Class E Shares
$13.5K
$11.2K
$2.3K
Monitorus Holding, LLC
Supplemental and Non-Cash Activities
Sapphire Aggregator S.a r.l. Class F Shares
$13.5K
$11.2K
$2.3K
Monitorus Holding, LLC
Supplemental and Non-Cash Activities
Sapphire Aggregator S.a r.l. Class G Shares
$13.5K
$11.2K
$2.3K
Monitorus Holding, LLC
Supplemental and Non-Cash Activities
Sapphire Aggregator S.a r.l. Class H Shares
$13.5K
$11.2K
$2.3K
Monitorus Holding, LLC
Supplemental and Non-Cash Activities
Sapphire Aggregator S.a r.l. Class I Shares
$13.5K
$11.2K
$2.3K
Sapphire Aggregator S.A R L. Convertible Bonds
Supplemental and Non-Cash Activities
$6.0K
$5.9K
$107.00
+8.00%
2025-03-31
Trade Education Acquisition, L.L.C.
Supplemental and Non-Cash Activities
Trade Education Holdings, L.L.C. Class A Units
$1.5K
$662.7K
-$661.1K
CompleteCase, LLC
Supplemental and Non-Cash Activities
CompleteCase Holdings, Inc. Class A Common Stock (SBIC II)
$4.00
$5.00
-$1.00
EH Real Estate Services, LLC
EH Holdco
LLC Common Units
$3.00
$3.00
$0.00
Complete Case LLC
Supplemental and Non-Cash Activities
Complete Case Holdings Inc. Class A Common Stock
$1.00
$1.00
$0.00
ADS Group Opco, LLC
Supplemental and Non-Cash Activities
Pluto Aggregator, LLC Class A Units
$0.00
$288.7K
-$288.7K
ADS Group Opco, LLC
Supplemental and Non-Cash Activities
Pluto Aggregator, LLC Class B Units
$0.00
$211.3K
-$211.3K
ADS Group Opco, LLC
Supplemental and Non-Cash Activities
Pluto Aggregator, LLC Class Z Units
$0.00
$267.9K
-$267.9K
Advanced Barrier Extrusions, LLC
Supplemental and Non-Cash Activities
GP ABX Holdings Partnership, L.P. Partner Interests
$0.00
$528.4K
-$528.4K
DTE Enterprises, LLC
Energy: Oil & Gas
DTE Holding Company, LLC Class A-2 Units
$0.00
$466.2K
-$466.2K
EH Real Estate Services, LLC
Supplemental and Non-Cash Activities
EH Holdco, LLC Series A Preferred Units
$0.00
$7.89M
-$7.89M
Elliott Aviation, LLC
Supplemental and Non-Cash Activities
SP EA Holdings LLC Class A Units
$0.00
$901.5K
-$901.5K
J.R. Watkins, LLC
Supplemental and Non-Cash Activities
J.R. Watkins Holdings, Inc. Class A Preferred Stock
$0.00
$1.13M
-$1.13M
KidKraft, Inc.
Consumer Goods: Durable
Term Loan
$0.00
$1.58M
-$1.58M
+6.50%
2024-06-30
KidKraft, Inc.
Supplemental and Non-Cash Activities
KidKraft Group Holdings, LLC Preferred B Units
$0.00
$4.00M
-$4.00M
NuMet Machining Techniques, LLC
Aerospace & Defense
Term Loan
$0.00
$12.56M
-$12.56M
+8.00%
2026-05-05
NuMet Machining Techniques, LLC
Supplemental and Non-Cash Activities
Bromford Industries Limited Term Loan
$0.00
$7.73M
-$7.73M
+8.00%
2026-05-05
Venbrook Buyer, LLC
Supplemental and Non-Cash Activities
Venbrook Holdings, LLC Convertible Term Loan
$0.00
$98.6K
-$98.6K
+10.00%
2028-12-20
Venbrook Buyer, LLC
Supplemental and Non-Cash Activities
Venbrook Holdings, LLC Common Units
$0.00
$819.3K
-$819.3K
Whisps Holdings LP
Beverage, Food, & Tobacco
Class A Units
$0.00
$500.0K
-$500.0K
ArborWorks, LLC
ArborWorks Intermediate Holdco
LLC Class B-1 Preferred Units
ArborWorks, LLC
ArborWorks Intermediate Holdco
LLC Class A-1 Common Units
EOS Fitness Holdings, LLC
Hotel, Gaming, & Leisure
Class A Preferred Units
NuSource Financial, LLC
Supplemental and Non-Cash Activities
NuSource Holdings, Inc. Warrants (SBIC II)
Disclosed holdings FV
$874.46M
Parsed holdings FV
$874.46M
Residual gap
$0.00
Balance-sheet cash
$26.13M
CIK
0001551901
Accession
0001558370-24-002368
Form type
10-K
Period
2023-12-31