PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Saratoga Senior Loan Fund I JV LLC

Securitized Asset FundFund ID 805-3941299908Delaware, United States
Gross assets
$35.1M
Min. investment
Beneficial owners
2
Size rank
Top 61%
Audited
No
Structure
Standalone

About this fund

Saratoga Senior Loan Fund I JV LLC is a securitized asset fund managed by Thomas J. Herzfeld Advisors, Inc.. The fund reports $35.1 million in gross assets, placing it among the top 61% of private funds by size. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-3941299908
Fund typeSecuritized Asset Fund
3(c)(1) exclusionYes
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditNo
Prepared per GAAPNo
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
The Hcm Master Fund LimitedHedge$264.1M
The Hcm Preffered Equity Master Fund LimitedHedge$183.6M
Tjha Bb SPV LLCHedge$2.1M
See all 5 funds from this manager — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How large is Saratoga Senior Loan Fund I JV LLC?

Saratoga Senior Loan Fund I JV LLC reports $35.1 million in gross assets, among the top 61% of private funds by size.

Who manages Saratoga Senior Loan Fund I JV LLC?

Saratoga Senior Loan Fund I JV LLC is managed by Thomas J. Herzfeld Advisors, Inc.

Does Saratoga Senior Loan Fund I JV LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Custodian
Auditor
None reported

Reported gross assets

$35.1M▲ 17%
Mar '25 — $29.9MApr '25 — $29.9MMay '25 — $29.9MJun '25 — $29.9MJul '25 — $29.9MAug '25 — $29.9MSep '25 — $29.9MOct '25 — $29.9MNov '25 — $29.9MDec '25 — $29.9MJan '26 — $29.9MFeb '26 — $29.9MMar '26 — $35.1MApr '26 — $35.1MMay '26 — $35.1MJun '26 — $35.1M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 61%
Larger than 39% of 67,041 private funds
Gross assets vs Securitized Asset FundsTop 86%
Larger than 14% of 3,533 securitized asset funds

Investor base

Adviser & related persons12%
Funds of funds12%
Non-U.S. persons12%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.