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Private-Credit Borrower

Clearstead Advisors, LLC

Independent financial advisory firm serving wealthy families and institutions; provides private wealth management, institutional investment consulting/OCIO, financial and tax planning, and trust administration.

Company profile. Written by an AI model from public web sources; not checked for copying; not taken from the company's or the lender's SEC filing. — distinct from the SEC Schedule-of-Investments pricing data below. · AI-generated analysis. Not investment advice. May contain errors.

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2
BDC Lenders
6
Debt Positions

Lenders

Clearstead Advisors, LLC is held by 2 BDC lenders in our parsed SEC filings: AGTC, ARCC.

Cross-lender loan pricing

Each row is one debt tranche at the BDC’s most recent filing that holds this borrower, widest spread first. Mark is the position’s fair value as a percent of par (100 = par). Spread is shown in basis points over the benchmark in the Rate column, normalized from each filing’s as-reported units — rows quoting different benchmarks are still not directly comparable. Compare like-for-like: a second-lien tranche, a different vintage, or an older filing should price wider even when the credit view is identical — check the Type and Filing columns before reading a gap as disagreement. Source: SEC EDGAR (public).

BDCTypeRateCash spread (bps)Mark (% of par)Fair ValueMaturityFiling
AGTC1L Sr SecuredSOFR475100.0$514K2029-022026-08-07
AGTC1L Sr SecuredSOFR475100.0$8M2028-022026-08-07
AGTC1L Sr SecuredSOFR475100.0$5M2029-022026-08-07
ARCC1L Sr SecuredSOFR475100.0$500K2029-022026-07-29
ARCC1L Sr SecuredSOFR475100.0$1M2029-022026-07-29
ARCC1L Sr SecuredSOFR475100.0$2M2029-022026-07-29

Marks reflect each BDC’s own fair-value estimates as reported to the SEC, not traded prices. Private-credit loans are predominantly Level 3 under ASC 820 — valued from unobservable inputs and determined in good faith under the oversight of each BDC’s board (often by the adviser as valuation designee), so figures are estimates as of the period end each filing reports, not its filing date, and are not directly comparable across managers. Informational only; not investment advice or a valuation.

Ownership & deal activity

No acquisition, ownership-change, or refinancing headlines for Clearstead Advisors, LLC are in our verified news index yet. Most BDC borrowers are private companies, so ownership events are not always public; absence reflects our indexing coverage, not the borrower’s deal activity.

Headlines mentioning Clearstead Advisors, LLC

Public headlines that name Clearstead Advisors, LLC, matched by company name and shown most-recent first. A mention is not an endorsement, a rating, or investment advice — verify anything material against the original source. Source: Google News.

Reading this table

When two business development companies lend to the same borrower, comparing how each marks the loan is a starting question, not a verdict. In plain English: a wider spread (e.g. S+575 vs S+525) or a lower mark (e.g. 96 vs 100 cents on the dollar) can mean that lender is pricing in more risk — but marks can also differ for reasons other than a credit view: a different tranche (second lien should price wider than first lien on the same company), a different vintage or entry point, an older filing date, or each manager’s own fair-value methodology. Compare like-for-like — check the Type and Filing columns before reading a gap as disagreement. Each row is one debt position at one BDC’s most recent filing. Source: SEC EDGAR Schedule of Investments (public).

Want to read these numbers like an analyst? Free Oxford Ledge lessons: reading a BDC’s Schedule of Investments, key credit metrics, and the Five Cs of credit analysis.