Services

Invest in BDC Fund II

If you’re an Accredited Investor, whether an individual or an institution, with a minimum of $100,000 to invest, and interested in an established private fund vehicle invested in BDC stocks and bonds, let us tell your more about BDC Fund II. We’ve been around since 2009, and a good fit for investors looking for above-average returns. Check out the BDC Fund II Performance Tear Sheet (updated quarterly) for the summary details and performance of the fund.  We’ve got most of our capital invested in BDC Fund II and are always looking for more like minded partners who appreciate features like monthly distributions; full withdrawal with ten days notice and that all our investments are in publicly-traded instruments.

Managed Accounts

If you have $1,000,000 or more to invest, and you’re an Accredited Investor, we can set you up with a Separately Managed Account ("SMA") at our favorite brokerage firm or yours and customize and manage a BDC portfolio that’s just right for you. BDC stocks or bonds, or both. Whatever meets your return and risk profile. What’s more, you’ll have ready access to your portfolio at all times.