SBIC directory

Average Investment in the table below reflects FY15 - FY23 as of August 15, 2023.

Name Vintage Year Fund Size Average Investment Strategy Making New Investments? Investor Relations Contact
Argosy Investment Partners V, L.P.
Wayne, PA
Managed by:
Argosy Private Equity
2014 $17,360,729 $4,789,465 Hybrid Debt/Equity No
Avante Capital Partners SBIC III, L.P.
Los Angeles, CA
Managed by:
Avante Capital Partners
2021 $253,882,884 $3,425,975 Mezzanine Yes
Avante Capital Partners SBIC III-A, L.P.
Los Angeles, CA
Managed by:
Avante Capital Partners
2021 $138,558,968 $1,013,986 Mezzanine Yes
Avante Mezzanine Partners SBIC II, L.P.
Los Angeles, CA
Managed by:
Avante Capital Partners
2015 $121,327,040 $4,073,163 Mezzanine No
Avante Mezzanine Partners SBIC, L.P.
Los Angeles, CA
Managed by:
Avante Capital Partners
2010 $17,992,461 $3,387,378 Mezzanine No
Balance Point Capital Partners II, L.P.
Westport, CT
Managed by:
Balance Point Capital
2015 $103,036,478 $3,431,865 Mezzanine No
Balance Point Capital Partners IV, L.P.
Westport, CT
Managed by:
Balance Point Capital
2020 $281,313,131 $7,181,098 Mezzanine Yes
Ballast Point Ventures III, L.P.
Tampa, FL
Managed by:
BPV Management, LLC
2014 $96,319,250 $1,892,659 Venture No
Ballast Point Ventures IV, L.P.
Tampa, FL
Managed by:
BPV Management, LLC
2021 $171,492,000 $5,171,363 Venture Yes
Barings Small Business Fund, L.P.
Charlotte, NC
Managed by:
Barings
2020 $206,312,029 $2,113,657 Mezzanine Yes
Bayview Capital Partners III LP
Minnetonka, MN
Managed by:
Tonka Bay Equity Partners LLC
2011 $51,138,559 $754,165 Buyout No
Bayview Capital Partners IV LP
Minnetonka, MN
Managed by:
Tonka Bay Equity Partners LLC
2020 $158,625,000 $3,396,917 Buyout Yes

Argosy Investment Partners V, L.P.

City

Wayne, PA
United States

Managed by
Argosy Private Equity
Vintage year
2014
Fund size
$17,360,729
Average investment
$4,789,465
Investment strategy
Hybrid Debt/Equity
Making new investments?
No
Investor relations contact
Kirk B. Griswold
610-971-9685

Avante Capital Partners SBIC III, L.P.

City

Los Angeles, CA
United States

Managed by
Avante Capital Partners
Vintage year
2021
Fund size
$253,882,884
Average investment
$3,425,975
Investment strategy
Mezzanine
Making new investments?
Yes
Investor relations contact
Clifford A. Lyon
310-667-9242

Avante Capital Partners SBIC III-A, L.P.

City

Los Angeles, CA
United States

Managed by
Avante Capital Partners
Vintage year
2021
Fund size
$138,558,968
Average investment
$1,013,986
Investment strategy
Mezzanine
Making new investments?
Yes
Investor relations contact
Clifford A. Lyon
310-667-9242

Avante Mezzanine Partners SBIC II, L.P.

City

Los Angeles, CA
United States

Managed by
Avante Capital Partners
Vintage year
2015
Fund size
$121,327,040
Average investment
$4,073,163
Investment strategy
Mezzanine
Making new investments?
No
Investor relations contact
Clifford A. Lyon
310-667-9242

Avante Mezzanine Partners SBIC, L.P.

City

Los Angeles, CA
United States

Managed by
Avante Capital Partners
Vintage year
2010
Fund size
$17,992,461
Average investment
$3,387,378
Investment strategy
Mezzanine
Making new investments?
No
Investor relations contact
Clifford A. Lyon
310-667-9242

Balance Point Capital Partners II, L.P.

City

Westport, CT
United States

Managed by
Balance Point Capital
Vintage year
2015
Fund size
$103,036,478
Average investment
$3,431,865
Investment strategy
Mezzanine
Making new investments?
No
Investor relations contact
Seth W. Alvord
203-652-8255

Balance Point Capital Partners IV, L.P.

City

Westport, CT
United States

Managed by
Balance Point Capital
Vintage year
2020
Fund size
$281,313,131
Average investment
$7,181,098
Investment strategy
Mezzanine
Making new investments?
Yes
Investor relations contact
Seth W. Alvord
203-652-8255

Ballast Point Ventures III, L.P.

City

Tampa, FL
United States

Managed by
BPV Management, LLC
Vintage year
2014
Fund size
$96,319,250
Average investment
$1,892,659
Investment strategy
Venture
Making new investments?
No
Investor relations contact
Paul Johan
813-906-8500

Ballast Point Ventures IV, L.P.

City

Tampa, FL
United States

Managed by
BPV Management, LLC
Vintage year
2021
Fund size
$171,492,000
Average investment
$5,171,363
Investment strategy
Venture
Making new investments?
Yes
Investor relations contact
Paul Johan
813-906-8500

Barings Small Business Fund, L.P.

City

Charlotte, NC
United States

Managed by
Barings
Vintage year
2020
Fund size
$206,312,029
Average investment
$2,113,657
Investment strategy
Mezzanine
Making new investments?
Yes
Investor relations contact
Scott Chappell
704-805-7671

Bayview Capital Partners III LP

City

Minnetonka, MN
United States

Managed by
Tonka Bay Equity Partners LLC
Vintage year
2011
Fund size
$51,138,559
Average investment
$754,165
Investment strategy
Buyout
Making new investments?
No
Investor relations contact
Shane Slominski
952-345-2032

Bayview Capital Partners IV LP

City

Minnetonka, MN
United States

Managed by
Tonka Bay Equity Partners LLC
Vintage year
2020
Fund size
$158,625,000
Average investment
$3,396,917
Investment strategy
Buyout
Making new investments?
Yes
Investor relations contact
Steven Soderling
952-345-2031