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What percentage of total assets are Business Development Companies required to invest in U.S.-based private companies?

November 26, 2017

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What percentage of total assets are Business Development Companies required to invest in U.S.-based private companies?

Investment on Pocket Watch Face. Time Concept.

Answer:  BDCs are required to invest at least 70% of their total assets in U.S.-based private companies.

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Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

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