Deal Pack: Barings
Generated Feb 2, 2026v202602020738Enterprise
AUM
$9B
Strategy
Real Estate
HQ
CHARLOTTE, NC, US
Founded
N/A
Employees
30
Ownership
independent
Layer 1: Proprietary Indicators
48
GP Health Score
Weak
60
Stakeability
Moderate
31
Fund Performance
Weak
80
Talent Stability
Strong
35
Credit Exposure
Weak
65
Regulatory Breadth
Moderate
45
Market Momentum
Weak
40
Growth Trajectory
Weak
Health Score Breakdown
Component Details
fund performance
31/100Weight: 25%
median irr8.8
benchmark irr14
fund count with irr4
primary strategyPrivate Equity
Source: Pension fund performance reports
talent stability
80/100Weight: 20%
current team size100
departed count0
retention ratio1
avg tenure yearsN/A
Source: LinkedIn career histories, team member records
credit health
35/100Weight: 15%
total fair valueN/A
total par82809
fair value to par pctN/A
top borrower concentration pctN/A
Source: BDC 10-K/10-Q portfolio filings (SEC)
regulatory compliance
65/100Weight: 10%
unique jurisdictions2
jurisdictionsIreland,UK
active registrations0
total registrations5
Source: FCA, BaFin, AMF, CSSF, ADGM, SEC, entity registrations
market presence
45/100Weight: 15%
news mentions1
conference appearances0
domain rank298060
employer ratingN/A
Source: Market intel, conference records, Tranco web rankings, Glassdoor
growth trajectory
40/100Weight: 15%
aum growth pctN/A
recent job postings0
funds currently raising0
total funds31
Source: Data changelog (AUM), hiring signals, fund filings
Layer 2: Synthesis
Executive Summary
- Barings shows a weak overall health profile (score: 48/100) based on analysis of fund performance, team stability, credit exposure, regulatory breadth, market presence, and growth trajectory.
- Median net IRR across 4 tracked funds is 8.8%, compared to a Private Equity benchmark of 14.0%.
- Registered across 2 jurisdictions with 0 active registrations.
Key Risks
mediumLegal
1 legal filing(s) identified
mediumCredit
Credit health concerns: FV/Par at None%
Key Strengths
Regulatory
Diversified regulatory footprint across 2 jurisdictions
Stakeability
High stakeability score (60/100) indicating attractive stake opportunity
Secondary Pricing Estimate
85.0%
Avg NAV Pricing
85.0% to 85.0%
Range
1
Funds Priced
Confidence: medium
Peer ComparisonReal Estate | 20 peers in AUM range
| Firm | AUM | Stakeability |
|---|---|---|
| Barings (this GP) | $9B | 60 |
| Colliers Global Investors UK | $24B | 29 |
| Activa Private Debt | $23B | 27 |
| Quantum Immobilien | $22B | 35 |
| AXA IM Alts | $21B | 56 |
| PATRIZIA | $21B | 54 |
| Angelo, Gordon & Co | $21B | 55 |
| PIMCO | $21B | 54 |
| Rockpoint Group | $21B | 43 |
| PGIM Real Estate | $21B | 59 |
| Bridge Investment Group | $19B | 54 |
Layer 3: Evidence
Fund Performance (10 records)
BDC Credit Exposure (1 borrowers)
| Borrower | Fair Value | Par | BDCs | BDC Names |
|---|---|---|---|---|
| Barings CLO 2018-III | N/A | $83K | 1 | Prospect Capital Corp |
Regulatory Registrations (5)
| Regulator | Country | Entity | Status | Reference |
|---|---|---|---|---|
| FCA | UK | ING Barings Limited | No longer authorised | 171836 |
| FCA | UK | BARINGS (U.K.) LIMITED | No longer authorised | 194662 |
| FCA | UK | Barings (Ireland) Limited | No longer authorised | 153340 |
| cbi_register | Ireland | Barings International Investment Funds | Authorised | |
| cbi_download | Ireland | t/a Barings LLC | Authorised |
News & Market Intel (1)
Warburg Pincus Taps Barings, CPPIB for Loan to Fund Acclime Deal
brave_search:news.bloombergtax.com | Invalid Date
Legal Filings (1)
LCM XXII Ltd. v. Serta Simmons Bedding, LLC
District Court, S.D. New York | other | Jul 2, 2020
LETTER addressed to Judge George B. Daniels from Gregg M. Galardi dated August 28, 2020 re: requesting oral argument in connection with Advent International Corporation's Motion to Dismiss the Complaint (Dkt Nos. 46-47). Document filed by Advent International Corporation..(Galardi, Gregg) (Entered: 08/28/2020) | MOTION to Dismiss the Complaint. Document filed by Advent International Corporation..(Galardi, Gregg) (Entered: 08/27/2020) | NOTICE OF APPEARANCE by Logan E. Pettigrew on behalf of Advent International Corporation..(Pettigrew, Logan) (Entered: 08/26/2020)
View sourceMethodology
Weighted composite of 6 dimensions
fund performance: 25% - Median IRR vs strategy benchmark
talent stability: 20% - Team retention ratio + average tenure
credit health: 15% - BDC fair value as % of par + borrower concentration
regulatory compliance: 10% - Number of active registrations, legal filing count
market presence: 15% - News mentions + conference appearances + web traffic rank
growth trajectory: 15% - AUM change + hiring signals + new fund filings
Scale: 0-100, where 70+ is strong, 50-69 is moderate, below 50 is weak
Data Sources: SEC Form ADV filings, Pension fund performance reports (CalPERS, CalSTRS, WSIB, etc.), BDC 10-K/10-Q portfolio filings, FCA, BaFin, AMF, CSSF, ADGM, MAS, SFC regulatory registers, LinkedIn career histories, Market intelligence news aggregation, Conference appearance records, Tranco web traffic rankings, Glassdoor/employer rating platforms, Entity registration databases (Delaware, Cayman, Luxembourg, etc.), Hiring signal aggregation, Lobbying disclosure reports, ESG/PRI signatory data
Deal Pack generated by GP Stakes Intelligence Platform on Feb 2, 2026. Data version 202602020738.
All scores are computed algorithmically and should be used alongside independent due diligence.