Report|22 Oct 2024

Private Credit: Feeder Fund Rated Notes—Squaring the Circle

KBRA maintains ratings on bonds and loans issued by more than 85 feeder funds that invest in middle market and other private credit strategies. Against a backdrop of continued growth in feeder fund rated note issuance, this KBRA report provides an overview of the key legal features observed in KBRA-rated transactions. The report focuses on feeder fund rated notes, but many of the considerations are relevant to other rated note structures such as general partner-led collateralised fund obligations.

Key Takeaways

  • The legal documents that govern feeder fund rated notes present a range of nuanced legal and credit considerations, which makes a detailed legal review an essential part of the ratings process.
  • Much of the complexity arises because the feeder fund participates in the underlying credit assets through a limited partnership interest (LP interest) in a master fund. An analysis that does not recognise the tension that exists between the standards and documentation…
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