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 December 31, 2023.

Name Vintage Year Fund Size Average Investment Strategy Making New Investments? Investor Relations Contact
Triad Investments LP
New York, NY
Managed by:
Triad Investments LLC
1983 $919,715 $165,832 Multiple No
True West Capital Partners Fund II, L.P.
Los Angeles, CA
Managed by:
True West Capital Partners
2015 $120,778,238 $4,147,744 Mezzanine No
True West Capital Partners Fund III, L.P.
Los Angeles, CA
Managed by:
True West Management Company LLC
2020 $222,752,532 $3,359,398 Mezzanine Yes
TTGA SBIC Pioneer Fund I, L.P.
Cincinnati, OH
Managed by:
The Tokarz Group Advisers, LLC
2021 $168,500,000 $6,550,313 Mezzanine Yes
UMB Capital Corporation
Kansas City, MO
Managed by:
UMB Bank
1984 $53,410,000 $1,126,132 Multiple No
University Ventures, Inc.
New Brunswick, NJ
Managed by:
University Ventures, Inc.
1970 $3,420,832 $335,848 Multiple No
Valesco Fund II, L.P.
Dallas, TX
Managed by:
Valesco Industries
2016 $251,949,798 $6,863,820 Hybrid Debt/Equity No
Valesco Fund III, L.P.
Dallas, TX
Managed by:
Valesco Industries
2022 $396,743,207 $2,100,583 Hybrid Debt/Equity Yes
Walden Venture Capital VIII SBIC, L.P.
San Francisco, CA
Managed by:
WaldenVC Media II, LLC
2013 $73,824,223 $822,889 Venture No
Wasatch Venture Fund II, LLC
Salt Lake City, UT
Managed by:
Wasatch Management Partners, LLC
1999 $2,947,220 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 No
Wells Fargo Strategic Capital SBIC, L.P.
Charlotte, NC
Managed by:
Wells Fargo Central Pacific Holdings. Inc
2020 $200,000,000 $6,437,497 Hybrid Debt/Equity Yes

Triad Investments LP

City

New York, NY
United States

Managed by
Triad Investments LLC
Vintage year
1983
Fund size
$919,715
Average investment
$165,832
Investment strategy
Multiple
Making new investments?
No
Investor relations contact
Sahra Halpern
212-243-7360

True West Capital Partners Fund II, L.P.

City

Los Angeles, CA
United States

Managed by
True West Capital Partners
Vintage year
2015
Fund size
$120,778,238
Average investment
$4,147,744
Investment strategy
Mezzanine
Making new investments?
No
Investor relations contact
Steven R. Wilkins
503-517-4628

True West Capital Partners Fund III, L.P.

City

Los Angeles, CA
United States

Managed by
True West Management Company LLC
Vintage year
2020
Fund size
$222,752,532
Average investment
$3,359,398
Investment strategy
Mezzanine
Making new investments?
Yes
Investor relations contact
Steven R. Wilkins
503-517-4628

TTGA SBIC Pioneer Fund I, L.P.

City

Cincinnati, OH
United States

Managed by
The Tokarz Group Advisers, LLC
Vintage year
2021
Fund size
$168,500,000
Average investment
$6,550,313
Investment strategy
Mezzanine
Making new investments?
Yes
Investor relations contact
David J. Williams
513-725-1861

UMB Capital Corporation

City

Kansas City, MO
United States

Managed by
UMB Bank
Vintage year
1984
Fund size
$53,410,000
Average investment
$1,126,132
Investment strategy
Multiple
Making new investments?
No
Investor relations contact
Jacquie Ward
816-860-7215

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
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
$6,863,820
Investment strategy
Hybrid Debt/Equity
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
$2,100,583
Investment strategy
Hybrid Debt/Equity
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
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
Investment strategy
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
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
$6,437,497
Investment strategy
Hybrid Debt/Equity
Making new investments?
Yes
Investor relations contact
Tim Rafalovich
949-251-4321