SBIC directory

Contact an SBA-licensed Small Business Investment Company (SBIC) looking to invest in small businesses.

Use the fields to narrow your search and click “Filter” to see your results below. Companies are also listed alphabetically in the following table, or use the “Download CSV” button to download a complete list in .csv file format. Average Investment reflects FY15 - FY24 as of June 30, 2024.

Name Vintage Year Fund Size Average Investment Strategy Fund Style Making New Investments? Investor Relations Contact
University Ventures, Inc.
New Brunswick, NJ
Managed by:
University Ventures, Inc.
1970 $3,420,832 $335,848 Multiple Private Credit No
Valesco Fund II, L.P.
Dallas, TX
Managed by:
Valesco Industries
2016 $251,949,798 $6,110,954 Hybrid Debt/Equity Hybrid No
Valesco Fund III, L.P.
Dallas, TX
Managed by:
Valesco Industries
2022 $396,743,207 $15,083,333 Hybrid Debt/Equity Hybrid Yes
Walden Venture Capital VIII SBIC, L.P.
San Francisco, CA
Managed by:
WaldenVC Media II, LLC
2013 $73,824,223 $822,889 Venture Venture No
Wasatch Venture Fund II, LLC
Salt Lake City, UT
Managed by:
Wasatch Management Partners, LLC
1999 $2,947,220 $822,889 Venture Venture No
Wasatch Venture Fund III, L.L.C.
Salt Lake City, UT
Managed by:
Wasatch Management Partners, LLC
2001 $17,590,108 $237,865 Venture Venture No
Wells Fargo Strategic Capital SBIC, L.P.
Charlotte, NC
Managed by:
Wells Fargo Central Pacific Holdings. Inc
2020 $200,000,000 $5,818,365 Hybrid Debt/Equity Hybrid Yes
Willow Tree Credit Partners SBIC, LP
New York, NY
Managed by:
Willow Tree Credit Partners
2019 $195,790,373 $2,831,492 Hybrid Debt/Equity Hybrid Yes
Zions SBIC, L.L.C.
Salt Lake City, UT
Managed by:
DWMC II, LLC
2001 $100,000,000 $533,925 Multiple Hybrid No

University Ventures, Inc.

City

New Brunswick, NJ
United States

Managed by
University Ventures, Inc.
Vintage year
1970
Fund size
$3,420,832
Average investment
$335,848
Investment strategy
Multiple
Fund Style
Private Credit
Making new investments?
No
Investor relations contact
Leah Apgar
732-640-2061

Valesco Fund II, L.P.

City

Dallas, TX
United States

Managed by
Valesco Industries
Vintage year
2016
Fund size
$251,949,798
Average investment
$6,110,954
Investment strategy
Hybrid Debt/Equity
Fund Style
Hybrid
Making new investments?
No
Investor relations contact
Daniel H. Moore
214-880-8690

Valesco Fund III, L.P.

City

Dallas, TX
United States

Managed by
Valesco Industries
Vintage year
2022
Fund size
$396,743,207
Average investment
$15,083,333
Investment strategy
Hybrid Debt/Equity
Fund Style
Hybrid
Making new investments?
Yes
Investor relations contact
Stephanie Drake
214-393-2533

Walden Venture Capital VIII SBIC, L.P.

City

San Francisco, CA
United States

Managed by
WaldenVC Media II, LLC
Vintage year
2013
Fund size
$73,824,223
Average investment
$822,889
Investment strategy
Venture
Fund Style
Venture
Making new investments?
No
Investor relations contact
Matt Miller
415-273-4242

Wasatch Venture Fund II, LLC

City

Salt Lake City, UT
United States

Managed by
Wasatch Management Partners, LLC
Vintage year
1999
Fund size
$2,947,220
Average investment
$822,889
Investment strategy
Venture
Fund Style
Venture
Making new investments?
No
Investor relations contact
Nick Efstratis
801-524-8936

Wasatch Venture Fund III, L.L.C.

City

Salt Lake City, UT
United States

Managed by
Wasatch Management Partners, LLC
Vintage year
2001
Fund size
$17,590,108
Average investment
$237,865
Investment strategy
Venture
Fund Style
Venture
Making new investments?
No
Investor relations contact
Nick Efstratis
801-524-8939

Wells Fargo Strategic Capital SBIC, L.P.

City

Charlotte, NC
United States

Managed by
Wells Fargo Central Pacific Holdings. Inc
Vintage year
2020
Fund size
$200,000,000
Average investment
$5,818,365
Investment strategy
Hybrid Debt/Equity
Fund Style
Hybrid
Making new investments?
Yes
Investor relations contact
Tim Rafalovich
949-251-4321

Willow Tree Credit Partners SBIC, LP

City

New York, NY
United States

Managed by
Willow Tree Credit Partners
Vintage year
2019
Fund size
$195,790,373
Average investment
$2,831,492
Investment strategy
Hybrid Debt/Equity
Fund Style
Hybrid
Making new investments?
Yes
Investor relations contact
Mark Klingensmith, CFO
212-218-1080

Zions SBIC, L.L.C.

City

Salt Lake City, UT
United States

Managed by
DWMC II, LLC
Vintage year
2001
Fund size
$100,000,000
Average investment
$533,925
Investment strategy
Multiple
Fund Style
Hybrid
Making new investments?
No
Investor relations contact
Nick Efstratis
801-524-8939