The BDC GROUP is a privately held investment adviser that advises $2.78Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. BDC GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 91.83% over the last 5-years.
The Group has been registered with the SEC for 22.98 years and is comprised of 4 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 8 SOUND SHORE DRIVE SUITE 255, GREENWICH, CONNECTICUT. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 23 employees comprised of 7 investment and 16 non-investment staff. The total number of Employees increased by 4.55% over the last 5-years.
Their $2.78Bn in assets advised are owned by 3 private funds, 2 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $2.38Bn or 85.7% of Total Assets and Business Development Companies (BDC) own $306.74mn or 11.03% of Total Assets.
The Group's top investment strategies include FI/Credit - Lending, Traditional LBO and Multi Strat, representing 64.25%, 20.95% and 14.79% of total assets, respectively.
They advise 3 types of clients, top clients are Investment Companies (IC) and Business Development Companies (BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $278.86mn in assets.
The Group discloses management fees and performance-based fees.
BDC GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.