Relative Value Partners Discloses Passive Stake in Carlyle Credit Income Fund

Ticker: CCID · Form: SC 13G · Filed: Feb 12, 2024 · CIK: 1517767

Carlyle Credit Income Fund SC 13G Filing Summary
FieldDetail
CompanyCarlyle Credit Income Fund (CCID)
Form TypeSC 13G
Filed DateFeb 12, 2024
Risk Levellow
Sentimentneutral

Complexity: simple

Sentiment: neutral

Topics: institutional-ownership, passive-investment, SC-13G

TL;DR

**Relative Value Partners Group just revealed a passive stake in Carlyle Credit Income Fund.**

AI Summary

Relative Value Partners Group, LLC filed an SC 13G on February 12, 2024, disclosing its ownership of shares in Carlyle Credit Income Fund as of December 31, 2023. This filing indicates that Relative Value Partners Group, LLC holds a significant, but passive, stake in the fund. This matters to investors because it signals that a professional investment firm sees value in Carlyle Credit Income Fund, potentially boosting confidence in the stock.

Why It Matters

This filing shows that a notable investment firm, Relative Value Partners Group, LLC, has taken a passive position in Carlyle Credit Income Fund, which can be seen as a vote of confidence.

Risk Assessment

Risk Level: low — This is a routine disclosure of a passive investment, indicating no immediate red flags or aggressive actions.

Analyst Insight

Investors might view this as a positive signal, indicating institutional confidence in Carlyle Credit Income Fund, but should conduct their own due diligence as this is a passive stake.

Key Players & Entities

  • Relative Value Partners Group, LLC (company) — the reporting person filing the SC 13G
  • Carlyle Credit Income Fund (company) — the subject company whose shares are being reported
  • December 31, 2023 (date) — the date of the event requiring the filing
  • February 12, 2024 (date) — the filing date of the SC 13G

Forward-Looking Statements

  • Carlyle Credit Income Fund's stock may see a slight positive sentiment boost due to institutional interest. (Carlyle Credit Income Fund) — medium confidence, target: Q1 2024

FAQ

What type of filing is this and what does it signify?

This is an SC 13G filing, specifically under Rule 13d-1(b), which signifies that Relative Value Partners Group, LLC has acquired beneficial ownership of more than 5% of Carlyle Credit Income Fund's shares, but holds them for investment purposes only and does not intend to influence control of the company.

Who is the reporting entity in this filing?

The reporting entity is Relative Value Partners Group, LLC, with a Central Index Key (CIK) of 0001649910 and IRS Identification No. 47-4067697.

What is the subject company of this filing?

The subject company is Carlyle Credit Income Fund, formerly known as Vertical Capital Income Fund, with a CIK of 0001517767 and CUSIP Number 92535C104.

What was the 'Date of Event Which Requires Filing of this Statement'?

The 'Date of Event Which Requires Filing of this Statement' was December 31, 2023.

Where is Carlyle Credit Income Fund's business located?

Carlyle Credit Income Fund's business address is One Vanderbilt Avenue, Suite 3400, New York, NY 10017.

Filing Details

This Form SC 13G (Form SC 13G) was filed with the SEC on February 12, 2024 regarding Carlyle Credit Income Fund (CCID).

View full filing on EDGAR

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View this SC 13G filing on SEC EDGAR

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