Phillip Street Middle Market Lending Fund LLC

Company Information

Entity Type operating
SEC Category Emerging growth company
State of Incorporation DE
Business Address 200 WEST STREET, NEW YORK, NY, 10282-2198
Mailing Address 200 WEST STREET, NEW YORK, NY, 10282-2198
Phone 212-902-1000
Fiscal Year End 1231
EIN 000000000

Recent SEC Filings

Form Type Date Filed Document
4 Insider stock transaction report March 31, 2026 View on SEC
8-K Current report of material events March 17, 2026 View on SEC
10-K Annual financial report March 3, 2026 View on SEC
8-K Current report of material events March 3, 2026 View on SEC
8-K Current report of material events January 22, 2026 View on SEC
4 Insider stock transaction report January 7, 2026 View on SEC
3 Initial insider ownership report January 7, 2026 View on SEC
8-K Current report of material events January 6, 2026 View on SEC
8-K Current report of material events December 30, 2025 View on SEC
8-K Current report of material events December 5, 2025 View on SEC

Annual Reports

10-K March 3, 2026
  • Achieved robust financial performance with 11.5% NAV per share growth and $185 million in Net Investment Income (NII), a 14% increase.
  • Expanded portfolio fair value to $2.8 billion, an 18% year-over-year increase, reflecting successful capital deployment.
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