Portfolio Finance
We work closely with asset managers on their individual portfolio financing needs. We structure, underwrite, execute, and service transactions with one dedicated team.
Portfolio Finance
Bringing insurance and institutional capital to the portfolio financing market, we offer bilateral customized solutions for asset managers seeking financing for their funds, portfolios, GPs, or other vehicles across various asset classes and strategies.
Large SCALE
Over $35 billion of directly originated financings since inception
Over 50 existing asset manager partners globally; repeat transactions across asset classes
CUSTOMIZED solutions
Tailor financing solutions to each asset manager’s individual objectives and requirements
Dedicated investment, structuring, and servicing team with experience across multiple jurisdictions
STABLe capital
Deep experience investing through economic cycles on behalf of our parent company, MassMutual
Insurance and institutional capital offers diversification from traditional financing sources
Target Asset Classes
Private Credit
Real Estate Debt
Secondary Portfolios
Portfolios of Funds
GP Financing
Private Equity NAV
Financing Characteristics
Size 50–500+ million
USD / GBP / EUR among other currencies
Flexible duration and maturity
Floating or fixed rate LTV varies by asset class
Customized structure for each transaction
Asset Manager Use Case
Financing for levered fund or vehicle
Specific portfolio or liquidity need
Non-dilutive capital for GPs to grow their business
Capital for new platforms or bolt-on M&A
Portfolio Managers
Dadong Yan
Head of Portfolio Finance
Matt Hansford
Head of Europe, Portfolio Finance
Ginny Chiarello
Managing Director
Ian Wiese
Managing Director
Shubz Chandna
Managing Director
Office Locations
Boston
10 Fan Pier Blvd
9th Floor
Boston, MA 02210
+1 (617) 761-3800
London
20 Old Bailey
EC4M 7BF London, United Kingdom
+44 (0)20 7628 6000
Office Locations
Strategies
Portfolio Finance
Our dedicated team of over 30 professionals across investment origination, underwriting, structuring, servicing, and portfolio management is focused on providing investors access to a unique investment grade asset class.
