Private debt funds are portfolios of loans typically made to small to mid-size companies, or to fund real estate acquisitions.

Due to the currently tight and regulated credit markets, many quality companies are unable to obtain necessary financing for projects and expansion, and turn to the private debt markets. Sponsors of private debt due their own due diligence on companies seeking financing and can choose those companies which meet their due diligence requirements and are able to put up the necessary collateral or covenants to qualify for the loan. Due to a shortage of available credit, these private debt funds are able to choose the best options and avail of favorable interest rates which in turn provide return to the private debt investor. 

While private debt funds are not liquid exchange-traded securities and entail particular risks, they operate in the same fixed income principle as other debt instruments. The private debt funds available to Advantage Wealth Solutions' clients typically provide attractive cash on cash returns, include significant hedges against loan defaults or downside risk, but have limited appreciation potential.

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The content is developed from sources believed to be providing accurate information.  The information in this material is not intended as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.


This is neither an offer to sell nor solicitation of an offer to buy any securities. Offering facts and terms are controlled by a sponsor’s final Private Placement Memorandum (or prospectus). All investments and tax strategies have risks, including the possible loss of principal in many cases. Always review the offering document for a more thorough discussion of risks, expenses, and limitations. Certain investments discussed on this site are illiquid  and  generally cannot be sold readily on the open market. If you need to sell an asset to raise money quickly, you may not be able to do so.  Other investments are only available to accredited investors; the Security and Exchange Commission defines an accredited investor as an individual with either $1 million in net worth (all assets, excluding primary residence, less all liabilities) or net income for the last two years of $200,000 or greater ($300,000 if married) with a reasonable expectation of such earnings in the current year.

Past performance and/or forward statements are never an assurance of future results. Advisory Group Equity Services, ltd., its affiliated companies, and its representatives do not give tax, legal or accounting advice; nothing herein should be construed as such.

Securities Offered Through: Advisory Group Equity Services, Ltd., Member FINRA/SIPC/MSRB 

Advisory services offered by Trust Advisory Group, Ltd., a Registered Investment Advisor, 444 Washington St., Suite 407, Woburn, MA 01801  781.933.6100 

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