Investing
With BDC Investment Advisors, LLC

"Do One Thing And Do It Well"

Do Your Homework

We are driven to research. We track, read and analyze every filing, press release and news item about every BDC we invest in. We subscribe to and customize the interface to institutional databases. We maintain our own proprietary BDC databases. If you'd like to read more about how we do our homework and why, click HERE.

Stick With It

We've been investing in the Business Development Company public markets for over a decade, day in and day out. We've been at our screens before, during and after the Great Recession, on good days and terrible days. We've invested at one time or another in virtually every BDC out there, often with good results and sometimes not.

Put Your Money ...

The principals have the bulk of their personal capital invested in the BDC sector. The Chief Investment Officer was investing even before BDC Investment Advisors, LCC was formed and that's continued for over a decade.

WANT TO KNOW MORE ABOUT BDC INVESTING ?

If you're new to the subject, we've prepared a great introduction. Just click Here.

Who We Are

We may not be a household name, but in the world of Business Development Companies we're a regular and well known presence. We're very up front about what we've gathered from our research, and what we think.

We publish the BDC REPORTER, the premier online publication about the sector, which has a readership in the thousands and includes retail and institutional investors, financial advisors, regulators, journalists and top BDC executives. We even have a Twitter feed.

We're a regular contributor on Seeking Alpha, Harvest Exchange and Advantage Data's Weekly BDC Blog. We're also regularly sought out by journalists at a wide variety of publications like Reuters, Forbes and Bloomberg.

Spend a few minutes (or a few hours) with our writings, or just ask us to send you our latest insights about where the best BDC investment opportunities lie, and you'll get to know us very well before we've even met.

Our Team

Nicholas Marshi

Chief Investment Officer

Nicholas Marshi is a co-founder and Chief Investment Officer (CIO) of BDC Investment Advisors, LLC or "BDCIA". He is responsible for the firm’s investment management, and is the editor of the BDC Reporter.

Prior to forming BDCIA, Mr. Marshi-with Mr. Hansen- was a founder and principal of Southland Capital Partners (“SCP”), a Los Angeles based private equity firm. SCP was established in 1998 in Los Angeles, in order to acquire controlling interests in middle market companies in the Southern California region. SCP has acquired several companies in a wide range of industries. Prior to forming SCP, Mr. Marshi managed Kensington Capital Corporation (“KCC”), another private-equity investment firm, with a similar focus. In addition, Mr. Marshi was the head of the Los Angeles office of Kleinwort Benson, a British merchant bank, from 1987-1990 and was involved in leading investment banking, lending and principal investing activities. Before joining Kleinwort’s Mr. Marshi held various positions with Citibank at locations worldwide including Athens, Dubai, Puerto Rico and London.

Mr. Marshi is a graduate of Tufts University (B.A.) and Harvard University (M.A.). He is a California Registered Investment Adviser.

Bill Hansen

Chief Marketing Officer

William (“Bill”) Hansen is a co-founder of BDCIA, and the firm’s Chief Marketing Officer (“CMO”). He is responsible for marketing the SCM’s services to accredited investors, performance reporting and investor relations.

Prior to co-founding BDCIA in 2008, Bill was also a co-founder of Southland Capital Partners ("SCP") with Mr Marshi. See above.

Prior to establishing BDCIA, Mr Hansen ran his own investment banking firm-Hansen Capital- in Los Angeles, after relocating from New York. Established in 1990, Hansen Capital was principally involved in identifying potential M&A prospects for would-be buyers and arranging debt financings for borrowers. Mr. Hansen began his career with Dahlke & Co (later “Mercantile House Holdings”) – a Wall Street broker dealer – in 1978.

Mr Hansen in a graduate of the University of Vermont (B.A.). He is a California Registered Investment Adviser.

Who And How We Can Help

Individual Investors

If you have $100,000 or more to put to work, we can set you up with a Separately Managed Account at our favorite brokerage firm and customize and manage a BDC portfolio that's just right. What's more, you have ready access to your portfolio at all times. If you ever want to make a change, just give us a few days notice, and we'll settle up.

We also provide BDC consultancy services over the phone. Do you have questions about specific BDCs, or portfolio construction issues, regulatory questions etc. ? If we can help, we will for as long as you'd like and at a very reasonable rate.

Institutional Investors

With $1,000,000 or more to invest in the BDC sector, there are many alternatives available. We can offer a Separately Managed Account; or act as your BDC sub-adviser, share some of our deep-dive research or consult on anything BDC related. We are available by phone or in person, and on short notice.

We offer customized research about most any BDC subject under the sun for institutions that want to know more, and quickly. You have a question, we may very well have the answer in our mountain of research, or know where to mine. Every project is tailor made, confidential and might save you many wasted hours. Just tell us what you need to know and we’ll give you a quote and a timeline on the spot.

Fund Investors

If you're an Accredited Investor, whether an individual or an institution, with between $100,000 to $2,500,000 to invest, and interested in an established private fund vehicle, let us tell your more about our BDC Baby Bond focused Fund. We've been around since 2009, and a good fit for investors "reaching for yield" but hoping for lower volatility. We've got most of our capital invested in the Fund, and are looking for a few, like-minded partners.

Investing Is Hard. Talking Is Easy.

We're not taking anything away from email, texting or smoke signals, but talking is still the best way to find out if we can be of help, and only takes a few minutes. No pressure and no obligation. Just fill in a few details, let us know when you're available and we'll give you a call. Or call us any time at (626) 578-5970.

Investing With BDC Investment Advisors, LLC