MidCap Financial Capital Management offers investment advice on a discretionary and non-discretionary basis, mainly to pooled investment vehicles such as collateralized loan obligations (CLOs) and CLO Warehouses. The firm invests primarily in senior secured loans, including those originated by the MidCap Group or sourced by Apollo Global Management entities. MidCap Financial Capital Management aims to preserve principal and diversify investments across companies and industries. The firm acts as a fiduciary, prioritizing client interests while adhering to investment guidelines.
Fee Structure
MidCap Financial Capital Management receives management fees for its investment management services. These fees are generally negotiable and established at the start of the advisory relationship. The fees may be structured as senior and subordinated management fees, typically paid monthly or quarterly. For certain clients, no management fee is charged. CLO Warehouses also pay customary management, structuring, and warehouse success fees.