$23,6 B AUM

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

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.

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, Portfolio Finance

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)207 628 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.

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