Congressional district

NC-4

Rep. Valerie P. Foushee (D)Sen. Ted Budd (R)Sen. Thom Tillis (R)

SBIC funds based in NC33 licensed funds (official SBA directory)

Barings Small Business Fund II, LP
Charlotte · Mezzanine
Barings Small Business Fund, L.P.
Charlotte · Mezzanine
Capitala SBIC Fund VI, L.P.
Charlotte · Multiple
CapitalSouth SBIC Fund IV, L.P.
Charlotte · Mezzanine
Concentric Partners I, L.P.
Raleigh · Mezzanine
Concentric Partners II, L.P.
Raleigh · Mezzanine
Five Points Capital Partners IV, L.P.
Winston-Salem · Mezzanine
Five Points Credit SBIC IV, L.P.
Winston-Salem · Mezzanine
Five Points Credit SBIC V LP
Winston-Salem · Mezzanine
Five Points Credit SBIC V, L.P.
Winston-Salem · Hybrid Debt/Equity
Five Points Mezzanine Fund III, L.P.
Winston-Salem · Mezzanine
Kian Growth Partners III, L.P.
Charlotte · Buyout
Kian Mezzanine Partners I, L.P.
Charlotte · Mezzanine
Kian Mezzanine Partners II, L.P.
Charlotte · Mezzanine
Mosaic Capital Investors I, LP
Charlotte · Mezzanine
Mosaic Capital Investors II SBIC, L.P.
Charlotte · Buyout
Plexus Fund IV-A, L.P.
Raleigh · Mezzanine
Plexus Fund IV-B, L.P.
Raleigh · Mezzanine
Plexus Fund IV-C, L.P.
Raleigh · Mezzanine
Plexus Fund V-A, LP
Raleigh · Hybrid Debt/Equity
Plexus Fund V-B, LP
Raleigh · Hybrid Debt/Equity
Plexus Fund V-C, L.P.
Raleigh · Mezzanine
Plexus Fund V-C, LP
Raleigh · Hybrid Debt/Equity
Plexus Fund VII-A, L.P.
Raleigh · Hybrid Debt/Equity
Reynolda Equity Partners V, L.P.
Winston-Salem · Growth Equity
Salem Investment Partners IV, LP
Greensboro · Mezzanine
Salem Investment Partners V, LP
Greensboro · Mezzanine
Salem Investment Partners VI, Limited Parternship
Greensboro · Mezzanine
Salem Investment Partners VI, Limited Partnership
Greensboro · Mezzanine
SharpVue Capital Credit Fund II, L.P.
Raleigh · Mezzanine
SharpVue Capital Credit Fund III, L.P.
Raleigh · Mezzanine
SJF Ventures III, LP
Durham · Venture
Wells Fargo Strategic Capital SBIC, L.P.
Charlotte · Hybrid Debt/Equity
19
SBIC-backed companies
20
SBIC funds involved
2
In rural areas
3
In low-income areas

Industry mix

Manufacturing6
Professional, Scientific & Technical Services4
Wholesale Trade3
Health Care & Social Assistance2
Real Estate & Rental1
Unclassified1
Arts, Entertainment & Recreation1
Grooming/consumer products1

Companies in NC-4

19 of 19 companies
CompanySectorCityIndicators
BlueAlly Technology SolutionsProfessional, Scientific & Technical ServicesCary
CarpeManufacturingDurhamLow-income area
Cellz DirectWholesale TradePittsboroRuralLow-income area
Curated (Curated Events)Real Estate & RentalApex
Empire OfficeWholesale TradeDurham
EtixMorrisville
Eventus WholeHealthHealth Care & Social AssistanceChapel Hill
Integrated Laboratory SystemsProfessional, Scientific & Technical ServicesResearch Triangle Park
Kalisher (acquisition of Soho Myriad, Inc.)ManufacturingDurham
KBI BiopharmaManufacturingDurham
kSep SystemsManufacturingMorrisville
Kymanox CorporationProfessional, Scientific & Technical ServicesMorrisville
Mearthane Products CorporationManufacturingApex
MicroMassProfessional, Scientific & Technical ServicesCary
MindPath HealthHealth Care & Social AssistanceDurham
Net32Wholesale TradeCary
Orangetheory Fitness (OT Growth Partners)Arts, Entertainment & RecreationChapel Hill
The Cut Buddy LLCGrooming/consumer productsPittsboroRuralLow-income area
Triangle Biomedical SciencesManufacturingDurham

SBIC funds with portfolio presence

  • CCP IV-SBIC, L.P.2 companies
  • Kian Growth Partners III, L.P.2 companies
  • Ballast Point Ventures IV, L.P.2 companies
  • Grayhawk Ventures Fund III, L.P.1 company
  • River Cities Financial Institutions Fund V, L.P.1 company
  • Avante Mezzanine Partners SBIC II, L.P.1 company
  • Everside SBIC I, LP1 company
  • CCP VI-SBIC, L.P.1 company
  • Oxer Mezzanine Fund II, L.P.1 company
  • Abacus Finance SBIC Fund I, L.P.1 company
  • Balance Point Capital Partners IV, L.P.1 company
  • Balance Point Capital Partners VII, L.P.1 company
  • Stonehenge Opportunity Fund V, L.P.1 company
  • Riverside Micro-Cap Fund III, L.P.1 company
  • Triad Investments LP1 company
  • Aldine Capital Fund II, L.P.1 company
  • Capitala SBIC Fund VI, L.P.1 company
  • Merion Investment Partners IV, LP1 company
  • GarMark SBIC Fund II, L.P.1 company
  • Capital Southwest SBIC II, LP1 company

Source: SBIC Atlas (sbicatlas.com) - assembled from public disclosures with best-guess classification and Census-based geography. Counts reflect publicly known portfolio activity only and undercount funds that do not publish portfolios. Informational, not an SBA determination.