Saratoga Investment Corp. is a specialty finance company providing customized financing solutions to U.S. middle-market businesses (companies with EBITDA of $2M–$50M). It primarily invests in senior and unitranche leveraged loans, mezzanine debt, and equity via direct lending and loan syndication. As of February 28, 2025, it held $1,191.5M in total assets across 48 portfolio companies, with portfolio composition of 88.7% first lien term loans, managed externally by Saratoga Investment Advisors, LLC.
Q2 FY2026 — expected 2026-09-16
| Filed | Period | Accession | Source | Full Text |
|---|---|---|---|---|
| 2025-05-07 | 2025-02-28 | 0001213900-25-040617 | EDGAR | 221K words |
| 2024-05-06 | 2024-02-29 | 0001213900-24-040080 | EDGAR | — |
| 2023-05-02 | 2023-02-28 | 0001213900-23-035521 | EDGAR | — |
| 2022-05-04 | 2022-02-28 | 0001213900-22-023960 | EDGAR | — |
| 2021-05-05 | 2021-02-28 | 0001213900-21-024682 | EDGAR | — |
| 2020-05-06 | 2020-02-29 | 0001193125-20-134874 | EDGAR | — |
| 2019-05-14 | 2019-02-28 | 0001193125-19-145601 | EDGAR | — |
| 2018-05-14 | 2018-02-28 | 0001193125-18-162521 | EDGAR | — |
| 2017-05-16 | 2017-02-28 | 0001193125-17-172067 | EDGAR | — |
| 2016-05-17 | 2016-02-29 | 0001193125-16-593198 | EDGAR | — |
| Filed | Period | Accession | Source | Full Text |
|---|---|---|---|---|
| 2026-01-07 | 2025-11-30 | 0001213900-26-002153 | EDGAR | 143K words |
| 2025-10-07 | 2025-08-31 | 0001213900-25-097022 | EDGAR | — |
| 2025-07-08 | 2025-05-31 | 0001213900-25-062051 | EDGAR | — |
| 2025-01-08 | 2024-11-30 | 0001213900-25-002065 | EDGAR | — |
| 2024-10-08 | 2024-08-31 | 0001213900-24-086270 | EDGAR | — |
| 2024-07-09 | 2024-05-31 | 0001213900-24-060116 | EDGAR | — |
| 2024-01-09 | 2023-11-30 | 0001213900-24-002282 | EDGAR | — |
| 2023-10-10 | 2023-08-31 | 0001213900-23-081272 | EDGAR | — |
| 2023-07-10 | 2023-05-31 | 0001213900-23-055832 | EDGAR | — |
| 2023-01-10 | 2022-11-30 | 0001213900-23-002013 | EDGAR | — |
| 2022-10-04 | 2022-08-31 | 0001213900-22-061816 | EDGAR | — |
| 2022-07-06 | 2022-05-31 | 0001213900-22-037605 | EDGAR | — |
| Filed | Accession | Source | Full Text |
|---|---|---|---|
| 2026-08-06 | 0001213900-26-085846 | EDGAR | — |
| 2026-03-13 | 0001213900-26-027678 | EDGAR | 1K words |
| 2026-02-06 | 0001213900-26-013267 | EDGAR | — |
| 2026-01-30 | 0001213900-26-010305 | EDGAR | — |
| 2026-01-27 | 0001213900-26-008245 | EDGAR | — |
| 2026-01-07 | 0001213900-26-002156 | EDGAR | — |
| 2025-11-07 | 0001213900-25-107282 | EDGAR | — |
| 2025-10-07 | 0001213900-25-097029 | EDGAR | — |
| 2025-09-26 | 0001213900-25-091767 | EDGAR | — |
| 2025-07-08 | 0001213900-25-062058 | EDGAR | — |
231 total filings indexed. 199 additional filings (S-1, DEF 14A, etc.) View all (JSON) · SEC EDGAR
| CIK | 0001377936 |
| Ticker | SAR |
| Exchange | NYSE |
| SIC | —: — |
| Incorporated | MD |
| Headquarters | New York, New York |
| Website | https://www.saratogainvestmentcorp.com |
| Listed | 2007-03-23 |
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