![David Held](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David Held
Compliance Officer at
BCP INVESTMENT CORP.
Net worth: 24 784 $ as of 2026-09-29
Profile
Mr. David Held is a Chief Compliance Officer at Opportunistic Credit Interval Fund, a Chief Compliance Officer at Alternative Credit Income Fund, a Chief Compliance Officer at BCP Investment Corp., a Chief Compliance Officer at BC Partners Lending Corp, a Chief Compliance Officer at BC Partners Ltd. and a Chief Compliance Officer at Mount Logan Capital, Inc. Mr. Held was previously employed as a Chief Compliance Officer by Logan Ridge Finance Corp., a Chief Compliance Officer by Lyxor Asset Management, Inc., a Senior Compliance Officer by American Securities LLC, a Chief Compliance Officer by AXA Investment Managers North America, Inc., a Chief Compliance Officer by Mount Logan Capital, Inc. (Old), and a Chief Compliance Officer by Mount Logan Management, LLC.
He received his undergraduate degree from Ner Israel Rabbinical College and a graduate degree from Georgetown University Law Center.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
0.04% | 2026-08-18 | 4,763 ( 0.04% ) | 16 242 $ | 2026-09-29 |
| 2026-04-26 | 1,258 ( 0.01% ) | 8 542 $ | 2026-09-29 |
David Held active positions
| Companies | Position | Start |
|---|---|---|
| BCP INVESTMENT CORP. | Compliance Officer | 2021-07-31 |
Alternative Credit Income Fund
 Alternative Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Compliance Officer | 2021-11-08 |
BC Partners Lending Corp.
 BC Partners Lending Corp. Investment ManagersFinance Functions as a private equity fund | Compliance Officer | 2021-06-30 |
Opportunistic Credit Interval Fund
 Opportunistic Credit Interval Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Compliance Officer | 2021-12-31 |
BC Partners Ltd.
 BC Partners Ltd. Investment ManagersFinance BC Partners invests in upper middle-market companies located in North America and Europe. The fund targets companies operating in the fields of food, healthcare, TMT and services & industrials. It provides financing in the form of equity and debt for buyout transactions and also makes co-investments. | Compliance Officer | 2021-05-31 |
Former positions of David Held
| Companies | Position | End |
|---|---|---|
| LOGN RIDG | Compliance Officer | 2025-07-14 |
Lyxor Asset Management LLC
 Lyxor Asset Management LLC Investment ManagersFinance Lyxor US incorporates top-down macroeconomic considerations and investment convictions and bottom-up manager-level analysis subject to limitations imposed by the specific client. As to portfolio construction, the firm relies upon a proprietary risk allocation model which is designed to guide their investment recommendations. | Compliance Officer | 2020-12-31 |
American Securities LLC
 American Securities LLC Investment ManagersFinance American Securities invests in middle market companies located in the United States with an EBITDA of USD 50 - 200 million, enterprise value of USD 500 - 2000 million and revenues of USD 49 billion. The firm focuses across a broad range of sectors and industries. It participates in buy-out stage transactions. The firm acts as a lead investor. | Compliance Officer | 2013-12-31 |
AXA Investment Managers US, Inc.
 AXA Investment Managers US, Inc. Investment ManagersFinance AXA IM-US is an active, long-term, global, multi-asset manager that aims to help them preserve and grow their client’s wealth. The firm’s investment philosophy is predicated upon the idea that long-term returns are built through the compounding of income earned over time and the avoidance of principal losses. Their investment process consists of three major components centered on assessing, valuing and managing risk. AXA IM-US aims to balance bottom-up (idiosyncratic) and top-down (systemic and market-related) risks against return opportunities. Their integrated investment process utilizes both quantitative and qualitative processes to construct portfolios. | Compliance Officer | 2011-12-31 |
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Education of David Held
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
41
1st degree connections
13
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 13 |
|---|---|
Logan Ridge Finance Corp.
 Logan Ridge Finance Corp. Investment Trusts/Mutual FundsMiscellaneous Operates as a closed-end management investment company | Miscellaneous |
Alternative Credit Income Fund
Alternative Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
American Securities LLC
American Securities LLC Investment ManagersFinance American Securities invests in middle market companies located in the United States with an EBITDA of USD 50 - 200 million, enterprise value of USD 500 - 2000 million and revenues of USD 49 billion. The firm focuses across a broad range of sectors and industries. It participates in buy-out stage transactions. The firm acts as a lead investor. | Finance |
BC Partners Ltd.
BC Partners Ltd. Investment ManagersFinance BC Partners invests in upper middle-market companies located in North America and Europe. The fund targets companies operating in the fields of food, healthcare, TMT and services & industrials. It provides financing in the form of equity and debt for buyout transactions and also makes co-investments. | Finance |
Portman Ridge Finance Corp.
 Portman Ridge Finance Corp. Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Ner Israel Rabbinical College
 Ner Israel Rabbinical College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mount Logan Capital, Inc.
 Mount Logan Capital, Inc. Life/Health InsuranceFinance Provides long-term care insurance and reinsurance, retirement savings & asset management services | Finance |
AXA Investment Managers US, Inc.
AXA Investment Managers US, Inc. Investment ManagersFinance AXA IM-US is an active, long-term, global, multi-asset manager that aims to help them preserve and grow their client’s wealth. The firm’s investment philosophy is predicated upon the idea that long-term returns are built through the compounding of income earned over time and the avoidance of principal losses. Their investment process consists of three major components centered on assessing, valuing and managing risk. AXA IM-US aims to balance bottom-up (idiosyncratic) and top-down (systemic and market-related) risks against return opportunities. Their integrated investment process utilizes both quantitative and qualitative processes to construct portfolios. | Finance |
Lyxor Asset Management LLC
Lyxor Asset Management LLC Investment ManagersFinance Lyxor US incorporates top-down macroeconomic considerations and investment convictions and bottom-up manager-level analysis subject to limitations imposed by the specific client. As to portfolio construction, the firm relies upon a proprietary risk allocation model which is designed to guide their investment recommendations. | Finance |
Georgetown University Law Center
 Georgetown University Law Center Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BC Partners Lending Corp.
BC Partners Lending Corp. Investment ManagersFinance Functions as a private equity fund | Finance |
Mount Logan Management, LLC
 Mount Logan Management, LLC Investment ManagersFinance Provides investment advice | Finance |
Opportunistic Credit Interval Fund
Opportunistic Credit Interval Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
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