Wealth Enhancement Group Wealth Enhancement Group, LLC First Lien Secured Debt - Term Loan S+500, 1.00% Floor
private · Financial Services
ActivePrivate Credit
- Company Type
- private
- Sector
- Financial Services
- Country
- US
- Headquarters
- —
- Ticker
- —
- CIK
- —
Investment History(76)
| Period | Form | Type | Principal | Fair Value | Rate | Status | EDGAR |
|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 10-K | — | $29.5M | $29.5M | 9.55% | Active | 5-000003… |
| Dec 31, 2024 | 10-K | — | $18.1M | $18.1M | 9.50% | Active | 5-000003… |
| Dec 31, 2024 | 10-K | — | $15.6M | $15.6M | 9.55% | Active | 5-000010… |
| Dec 31, 2024 | 10-K | Delayed Draw | $14.1M | $14.0M | 9.50% | Active | 5-030170… |
| Dec 31, 2024 | 10-K | — | $12.7M | $12.7M | 9.57% | Active | 5-000004… |
| Dec 31, 2024 | 10-K | First Lien Senior Secured Loan | $12.0M | $12.0M | 9.44% | Active | 5-000007… |
| Dec 31, 2024 | 10-K | — | $11.9M | $11.9M | 9.55% | Active | 5-000010… |
| Dec 31, 2024 | 10-K | — | $10.5M | $10.5M | 9.57% | Active | 5-000004… |
| Dec 31, 2024 | 10-K | Term Loan | $7.9M | $7.9M | — | Active | 5-040394… |
| Dec 31, 2024 | 10-K | — | $6.7M | $6.7M | 9.55% | Active | 5-000010… |
| Dec 31, 2024 | 10-K | — | $5.8M | $5.8M | 9.55% | Active | 5-000003… |
| Dec 31, 2024 | 10-K | — | $5.3M | $5.3M | 9.57% | Active | 5-000004… |
| Dec 31, 2024 | 10-K | — | $4.9M | $4.9M | 9.56% | Active | 5-000003… |
| Dec 31, 2024 | 10-K | — | $4.7M | $4.7M | 9.44% | Active | 5-000004… |
| Dec 31, 2024 | 10-K | — | $4.2M | $4.2M | 13.00% | Active | 5-000004… |
| Dec 31, 2024 | 10-K | — | $4.2M | $4.2M | 13.00% | Active | 5-000010… |
| Dec 31, 2024 | 10-Q | One stop | $4.0M | $4.0M | 9.57% | Active | 5-000016… |
| Dec 31, 2024 | 10-Q | One stop | $3.8M | $3.8M | 9.57% | Active | 5-000012… |
| Dec 31, 2024 | 10-K | Delayed Draw | $3.8M | $3.8M | 5.00% | Active | 5-067163… |
| Dec 31, 2024 | 10-K | — | $3.0M | $3.0M | 9.50% | Active | 5-000003… |
| Dec 31, 2024 | 10-Q | One stop | $2.9M | $2.9M | 9.57% | Active | 5-000016… |
| Dec 31, 2024 | 10-Q | One stop | $2.7M | $2.7M | 9.57% | Active | 5-000012… |
| Dec 31, 2024 | 10-K | — | $2.7M | $2.7M | 9.55% | Active | 5-000003… |
| Dec 31, 2024 | 10-K | Delayed Draw | $31.9M | $2.6M | 9.31% | Active | 5-040578… |
| Dec 31, 2024 | 10-K | Delayed Draw | $2.6M | $2.6M | 9.41% | Active | 5-030170… |
| Dec 31, 2024 | 10-K | — | $2.2M | $2.2M | 9.56% | Active | 5-000004… |
| Dec 31, 2024 | 10-K | — | $2.1M | $2.1M | 9.44% | Active | 5-000004… |
| Dec 31, 2024 | 10-K | — | $2.0M | $2.0M | 9.56% | Active | 5-000003… |
| Dec 31, 2024 | 10-K | Delayed Draw | $2.0M | $2.0M | 5.50% | Active | 5-067163… |
| Dec 31, 2024 | 10-K | First Lien Senior Secured Loan | $1.9M | $1.9M | 9.50% | Active | 5-000007… |
| Dec 31, 2024 | 10-K | — | $1.3M | $1.3M | 9.50% | Active | 5-000004… |
| Dec 31, 2024 | 10-K | — | $1.2M | $1.2M | 9.50% | Active | 5-000010… |
| Dec 31, 2024 | 10-K | Delayed Draw | $1.2M | $1.1M | 5.00% | Active | 5-067163… |
| Dec 31, 2024 | 10-K | Delayed Draw | $1.1M | $1.1M | 9.50% | Active | 5-030170… |
| Dec 31, 2024 | 10-Q | One stop | $1.0M | $1.0M | 9.57% | Active | 5-000010… |
| Dec 31, 2024 | 10-K | First Lien Senior Secured Loan | $900K | $900K | 9.55% | Active | 5-000007… |
| Dec 31, 2024 | 10-K | — | $824K | $824K | 9.56% | Active | 5-000010… |
| Dec 31, 2024 | 10-Q | One stop | $741K | $738K | 9.57% | Active | 5-000010… |
| Dec 31, 2024 | 10-K | — | $693K | $693K | 9.50% | Active | 5-000004… |
| Dec 31, 2024 | 10-K | — | $595K | $595K | 9.57% | Active | 5-000004… |
| Dec 31, 2024 | 10-K | First Lien Senior Secured Loan | $500K | $500K | 9.57% | Active | 5-000007… |
| Dec 31, 2024 | 10-Q | One stop | $354K | $352K | 9.57% | Active | 5-000011… |
| Dec 31, 2024 | 10-K | — | $257K | $257K | 9.56% | Active | 5-000004… |
| Dec 31, 2024 | 10-Q | One stop | $255K | $254K | 9.57% | Active | 5-000011… |
| Dec 31, 2024 | 10-Q | One stop | $222K | $221K | 9.57% | Active | 5-000016… |
| Dec 31, 2024 | 10-K | Delayed Draw | $200K | $199K | 9.31% | Active | 5-041127… |
| Dec 31, 2024 | 10-K | — | $176K | $176K | 9.55% | Active | 5-000004… |
| Dec 31, 2024 | 10-Q | One stop | $160K | $159K | 9.57% | Active | 5-000016… |
| Dec 31, 2024 | 10-K | — | $148K | $148K | 9.50% | Active | 5-000004… |
| Dec 31, 2024 | 10-K | First Lien Senior Secured Loan | $100K | $100K | 9.56% | Active | 5-000007… |
| Dec 31, 2024 | 10-K | — | $21K | $21K | 9.55% | Active | 5-000004… |
| Dec 31, 2024 | 10-K | Delayed Draw | $0 | $17K | 0.00% | Active | 5-067163… |
| Dec 31, 2024 | 10-K | — | $0 | $0 | 0.00% | Active | 5-067163… |
| Dec 31, 2024 | 10-Q | One stop | $0 | $0 | — | Active | 5-000016… |
| Dec 31, 2024 | 10-Q | One stop | $0 | $0 | — | Active | 5-000011… |
| Dec 31, 2024 | 10-K | — | $816K | $0 | — | Active | 5-000004… |
| Dec 31, 2024 | 10-K | — | $4.8M | $0 | — | Active | 5-000004… |
| Dec 31, 2024 | 10-K | — | $1.9M | $0 | — | Active | 5-000004… |
| Dec 31, 2024 | 10-K | — | $536K | $0 | — | Active | 5-000004… |
| Dec 31, 2024 | 10-K | — | $165K | $0 | — | Active | 5-000004… |
| Dec 31, 2024 | 10-K | — | $2.0M | $0 | — | Active | 5-000010… |
| Dec 31, 2024 | 10-K | — | $1.9M | $0 | 0.00% | Active | 5-000003… |
| Dec 31, 2024 | 10-K | — | $516K | $0 | — | Active | 5-000003… |
| Dec 31, 2024 | 10-Q | One stop | $0 | $-1K | — | Active | 5-000010… |
| Dec 31, 2024 | 10-Q | One stop | $0 | $-1K | — | Active | 5-000016… |
| Dec 31, 2024 | 10-K | — | $323K | $-2K | 9.58% | Active | 5-041127… |
| Dec 31, 2024 | 10-Q | One stop | $0 | $-2K | — | Active | 5-000011… |
| Dec 31, 2024 | 10-Q | One stop | $0 | $-3K | — | Active | 5-000016… |
| Dec 31, 2024 | 10-Q | One stop | $0 | $-4K | — | Active | 5-000012… |
| Dec 31, 2024 | 10-Q | One stop | $0 | $-6K | — | Active | 5-000010… |
| Dec 31, 2024 | 10-K | — | $1.1M | $-8K | 9.56% | Active | 5-040578… |
| Dec 31, 2024 | 10-K | — | $0 | $-10K | 9.50% | Active | 5-030170… |
| Dec 31, 2024 | 10-Q | One stop | $0 | $-21K | — | Active | 5-000016… |
| Dec 31, 2024 | 10-Q | One stop | $0 | $-43K | — | Active | 5-000012… |
| Dec 31, 2024 | 10-K | Delayed Draw | $0 | $-50K | 9.41% | Active | 5-030170… |
| Dec 31, 2024 | 10-K | Delayed Draw | $9.7M | $-69K | 9.33% | Active | 5-041127… |
Historical Transactions
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Internal Notes
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