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MidCap Financial Investment Corporation (Former name Apollo Investment Corporation) is business development company and a closed-end, externally managed, non-diversified management investment company. It is elected to be treated as a business development company (Ã‚â€œBDCÃ‚â€) under the Investment Company Act of 1940 (the Ã‚â€œ1940 ActÃ‚â€) specializing in private equity investments in leveraged buyouts, acquisitions, recapitalizations, growth capital, refinancing and private middle market companies. It provides direct equity capital, mezzanine, first lien secured loans, stretch senior loans, unitranche loans, second lien secured loans and senior secured loans, unsecured debt, and subordinated debt and loans. It also seeks to invest in PIPES transactions. The fund may also invest in securities of public companies that are thinly traded and may acquire investments in the secondary market and structured products. It prefers to invest in preferred equity, common equity / interests and warrants and makes equity co-investments. It may invest in cash equivalents, U.S. government securities, high-quality debt investments that mature in one year or less, high-yield bonds, distressed debt, non-U.S. investments, or securities of public companies that are not thinly traded. It also focuses on other investments such as collateralized loan obligations (Ã‚â€œCLOsÃ‚â€) and credit-linked notes (Ã‚â€œCLNsÃ‚â€). The fund typically invests in construction and building materials, business services, plastics & rubber, advertising, capital equipment, education, cable television, chemicals, consumer products/goods durable and non-durable and customer services, direct marketing, energy Ã‚â€“ oil & gas, electricity and utilities. The fund also invest in aerospace & defense, wholesale, telecommunications, financial services, hotel, gaming, leisure, restaurants; environmental industries, healthcare and pharmaceuticals, high tech industries, beverages, food and tobacco, manufacturing, media Ã‚â€“ diversified & production, printing and publishing, retail, automation, aviation and consumer transport, transportation, cargo and distribution. It primarily invests in United States. It primarily invests between $20 million and $250 million in its portfolio companies. The fund seeks to make investments with stated maturities of five to 10 years.

MidCap Financial Investment Corporation (Former name Apollo Investment Corporation) is business development company and a closed-end, exte...

Datesorted ascending	Fund Name	Type	% Portfolio	% Chg	$ Change	$ Held	# Shares
2024-01-29	Baystate Wealth Management LLC	NEW	Premium	Premium	Premium	Premium	342
2024-01-24	Highlander Capital Management, LLC	UNCHANGED	Premium	Premium	Premium	Premium	966
2024-01-09	IFP Advisors, Inc	REDUCED	Premium	Premium	Premium	Premium	1,500
2023-11-08	J.P. Morgan Private Wealth Advisors LLC	ADDED	Premium	Premium	Premium	Premium	44,049
2023-11-02	WFA of San Diego, LLC	UNCHANGED	Premium	Premium	Premium	Premium	300
2023-10-24	Claybrook Capital, LLC	UNCHANGED	Premium	Premium	Premium	Premium	44,137

Fund Name	# Shares	$ Value	% Port.
Claybrook Capital, LLC	44,137	606,884	0.35%
J.P. Morgan Private Wealth Advisors LLC	44,049	605,674	-
IFP Advisors, Inc	1,500	20,520	-
Highlander Capital Management, LLC	966	13,215	-
Baystate Wealth Management LLC	342	4,682	-
WFA of San Diego, LLC	300	4,125	-

Fund Name	$ Value	% Port.
Claybrook Capital, LLC	606,884	0.35%
WFA of San Diego, LLC	4,125	-
J.P. Morgan Private Wealth Advisors LLC	605,674	-
IFP Advisors, Inc	20,520	-
Highlander Capital Management, LLC	13,215	-
Baystate Wealth Management LLC	4,682	-

MFIC - MidCap Financial Investment Co Stock Price, Fair Value and News

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