Fund-Bench

curated data products for the fund industry

What we do

Fund-Bench creates custom, filing-native data products for people who work in the fund industry. We turn difficult public disclosures into structured, comparable, and source-traceable intelligence.

Contact: m@fund-bench.com

Fund Benchmarking

Benchmark funds, fund families, and operating partners using normalized public SEC data, including N-PORT, N-CEN, and related fund filings.

  • Portfolio, holdings, liquidity, derivatives, securities lending, and financing data.
  • Fund economics, service-provider relationships, and operating-stack comparisons.
  • Entity-resolved peer sets, historical filing views, and market maps.
  • Custom datasets and research tailored to a specific question or workflow.

Private Credit Monitoring & Benchmarking

Coming soon

A monitoring and benchmarking product for public private-credit disclosures.

  • Borrower- and instrument-level credit evidence from public filings.
  • Terms, valuation changes, non-accrual signals, and co-lender relationships.
  • Comparable views across BDCs and registered private-credit vehicles.

Built from public regulatory disclosures. Fund-Bench is an independent data and research provider.