Whose direct lending platform are you really buying?

Every BDC sits inside a sponsor platform. Blackstone runs BCRED and BXSL. Blue Owl operates seven vehicles. Ares spans Antares and ARCC. KKR is partnered with FS Investments. This module rolls every BDC up to its parent platform and lets you compare on the dimensions that matter: scale, yield, leverage, credit quality, software exposure. NAV weighted within each family, so the big vehicles count more.

Family rollup follows the platform brand under which the BDC is marketed · Sun Life ownership of CCAP excluded pending close · Loading coverage...
Analysis modules: 01 · Universe time series 02 · Borrower overlap 03 · Manager cohorts 04 · Dividend coverage 05 · Non traded liquidity 06 · Sector concentration
Layer 01

The shape of the platform market

How concentrated is the BDC universe at the platform level · and which platforms hold the most investor capital.
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Multi vehicle platforms
covering ... BDCs
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Top 5 platform share
of universe net assets
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Largest platform
by combined net assets
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Standalone managers
single vehicle franchises
Platform share of universe net assets $-B total
Computing platform aggregates...
Layer 02

Platform comparison

NAV weighted aggregates across each platform's BDC vehicles. Click any row to see the individual vehicles inside.
Show
Showing - platforms
Platform
# vehicles
Net assets
Yield
NA %
Lev
1L %
PIK %
Software
Building platform rollup...
Layer 03

Side by side on any dimension

Pick a metric and see the platforms ranked. Helpful when comparing platform philosophies · who runs hotter on yield, who marks more conservatively.
Compare on
Building comparison...

How families are defined

We roll BDCs up to the sponsor platform under which they are marketed. The rule set is keyword based on the fund's display name and reported manager. Affiliated vehicles roll up: BCRED and BXSL both go under Blackstone, ARCC and the Ares non traded vehicles all go under Ares (including the Antares branded vehicles that Ares acquired), the seven Blue Owl funds group together, FS-KKR is attributed to KKR partnership.

Edge cases are handled visibly. Crescent Capital is 51% Sun Life owned but the remaining stake is pending acquisition in 2026; we leave it standalone until the deal closes. Goldman's two BDCs (one traded, one private placement) are grouped because investors choosing Goldman are buying the same underwriting standards. FS Investments and KKR are jointly managed; we attribute to KKR as the more visible name and disclose this explicitly.

Funds whose name and manager don't fit any multi vehicle platform are kept as standalone single vehicle managers. Each is its own "platform" of one.

How metrics are computed

Every aggregated metric is NAV weighted within the family. So BCRED at roughly $48B counts heavily within Blackstone, BXSL at $6B counts less. This is the standard institutional convention · it weights the metric by how much investor capital is actually exposed to it.

Software exposure is computed from latest SOI snapshots using the canonical taxonomy from Module 06. Other metrics (yield, NA, leverage, first lien, PIK) come from the most recent quarterly timeseries entry per fund. Where a vehicle hasn't reported a metric, it's excluded from that aggregate rather than zeroed out.

A platform aggregate is shown as - when fewer than two of its vehicles report the metric. This avoids misleading single observation aggregates that look authoritative but aren't.