Discover the advantage of alternative assets THAT seek to

Generate Income &
Long-Term Capital Appreciation

Niche Credit Market Interval Fund Strategies

Why Flat Rock?

Founded in 2016, Flat Rock Global is an employee-owned, boutique credit manager with $1.17B AUM as of September 30, 2024.

Our Founding Principles

1

A belief in the all-weather value of first lien senior secured loans

2

A hyper-selective slow-growth investment approach

3

The value of the interval fund structure with an institutional-only share class

Exclusively available to RIAs, Family Offices, & Institutional Investors

Flat Rock Funds

Distribution Rate is defined as next monthly declared distribution * 12 divided by the share price. These distributions do not include a return of principal.
The funds are distributed by Ultimus Fund Distributors, LLC, Member FINRA/SIPC. BrokerCheck.finra.org.

Introducing the Must-Read
Book on CLO Investing

Flat Rock Chief Investment Officer Shiloh Bates recently released his new book, CLO Investing – With an Emphasis on CLO Equity & BB Notes. Written for those seeking to incorporate alternative asset classes into their portfolios or for academics wanting to learn more about the over $1 trillion CLO market, CLO Investing is a must-read for anyone seeking to understand the opportunities in this unique market.

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Access Our Latest Insights

Private Credit and CLOs in a Declining Rate Environment
In September 2024, the Federal Reserve began its rate cutting cycle with a 50bps...
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Podcast: The CLO Investor, Episode 14
Lauren Basmadjian, Carlyle’s Global Head of Liquid Credit, joins The CLO Investor...
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Podcast: The CLO Investor, Episode 13
Shiloh Bates talks to Stephen Anderberg, the sector lead for U.S. CLOs at Standard...
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