6.57
+6.48%
Close of 9 Nov 2026, in USD
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About BCP Investment
From its filings with the US Securities and Exchange Commission
BCP Investment is based in New York, New York and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker BCIC. In the fiscal year to 31 December 2025, it reported net income of $11.5m. At that date it held total assets of $523.6m and shareholders' equity of $209.2m.
We are an externally managed, non-diversified closed-end investment company that has elected to be regulated as a business development company (“BDC”) under the Investment Company Act of 1940, as amended (the “1940 Act”). Sierra Crest Investment Management LLC (the “Adviser”) is an affiliate of BC Partners LLP (“BC Partners”). Subject to the overall supervision of the Board, the Adviser is responsible for managing our business and activities, including sourcing investment opportunities, conducting research, performing diligence on potential investments, structuring our investments, and monitoring our portfolio companies on an ongoing basis through a team of investment professionals.
We originate, structure, and invest in secured term loans, bonds or notes and mezzanine debt primarily in privately-held middle market companies but may also invest in other investments such as loans to publicly-traded companies, high-yield bonds, and distressed debt securities (collectively, the “Debt Securities Portfolio”). We also invest in debt and subordinated securities issued by collateralized loan obligation funds (“CLO Fund Securities”). In addition, from time to time we may invest in the equity securities of privately held middle market companies and may also receive warrants or options to purchase common stock in connection with our debt investments.
Quoted from its 10-K, filed 5 Mar 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Financials
- Industry
- Capital Markets
- Listed since
- 12 Dec 2006
- Website
- kcapfinancial.gcs-web.com ↗
- Head office
- 650 MADISON AVNUE, NEW YORK, NY, 10022
- Incorporated in
- DE
- Filer status
- Non-accelerated filer
Leadership
Pay as last reported
- Mr. Ted GoldthorpeChairman of the Board, President, Chief Executive Officer, since 2019
- Mr. Brandon SatorenChief Financial Officer, Treasurer, Secretary
- Mr. Patrick SchaferChief Investment Officer, Director, since 2019
- Mr. David HeldChief Compliance Officer
- Mr. Alexander DukaLead Independent Director$115,000
- Ms. Jennifer ChouIndependent Director$96,250
- Mr. George GrunebaumIndependent Director$102,500
- Mr. Dean KehlerIndependent Director$96,250
- Mr. Joseph MoreaIndependent Director$96,250
- Mr. Robert WarshauerIndependent Director$108,750
- Mr. Matthew WestwoodIndependent Director$96,250
- Ms. Lena CatiSenior Vice President, since 2025
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 0
- Environment
- 0
- Social
- 0
- Governance
- 0
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Portman Ridge Finance Corp. targets middle market businesses with low cyclicality and operating risk.
- The company employs fundamental credit analysis for investment decisions in middle market companies.
- Sierra Crest Investment Management LLC manages the investment activities of Portman Ridge Finance Corp.
Weaknesses
- Portman Ridge Finance Corp. has zero full-time employees despite being a management investment company.
- The company went public on 12 December 2006 with no mention of recent growth strategies.
- Portman Ridge Finance Corp. operates as a non-diversified investment company without diversification benefits.
Opportunities
- Middle market businesses across various industries present opportunities for Portman Ridge Finance Corp. investments.
- The firm's focus on low cyclicality businesses aligns with stable market conditions.
- Portman Ridge Finance Corp. can expand its portfolio through Sierra Crest Investment Management LLC.
Threats
- Portman Ridge Finance Corp. faces risks from middle market business volatility in various industries.
- The company's non-diversified structure may increase exposure to specific sector downturns.
- Lack of full-time employees could hinder responsive investment management during market changes.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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