We Represent Investors Against Brokerage Firms and Investment Advisers

Our firm encourages anyone facing private credit losses to consult with an investor lawyers to determine if financial advisor negligence or unsuitable recommendations played a role in their financial decline. Shepherd Smith Edwards and Kantas provides expert representation for retail investors and pension funds seeking to recover damages from brokerage firms in the increasingly volatile $3 trillion private credit market.

Are you an investor who suffered private credit losses and is wondering whether financial advisor negligence was a factor? Shepherd Smith Edwards and Kantas (investorlawyers.com) wants to talk to you. We represent investors against brokers and investment advisers. Our trusted securities law firm can help you explore your legal options, including whether you have grounds for an investment recovery claim.

What Is The Private Credit Market?

This is a $3 trillion industry where private equity firms and certain companies lend money to certain businesses that banks consider too risky. Banks, however, are still exposed to the private credit lending market because they lend money to private credit firms.

The private credit market is an unregulated market where loans are being bundled and sold across all kinds of different platforms. Not only banks, but also pension funds, insurance companies and even some retail clients have exposure to this market, even if they don’t know it.

Why Should Investors Be Worried About Private Credit Losses?

• Car dealership Tricolor and auto parts supplier First Brands, both private companies, filed for bankruptcy protection last year.
• This raised questions about how investors and banks would recover their money.
• Private credit lender Blue Owl recently announced it would sell $1.4B in assets to repay investors.
• Blue Owl, Blackstone, and other private credit companies are seeing their shares plunge.
• Investors in a number of private credit firms are trying to withdraw their funds from the private credit industry.

What Is JP Morgan CEO Jamie Dimon Saying About Private Credit Losses?

In a yearly letter to shareholders, JP Morgan CEO and Chairman cautioned that losses for lenders to companies in debt, “including losses on all leveraged lending,” could likely be even higher than anticipated. He warned that if credit spreads or rates rise, companies that borrow will have to do so at an even higher rate.

Dimon brought up the wars in Iran and Ukraine, Middle East tensions, geopolitical pressures, AI, and inflation as factors that could further impact the private credit market.

I’m An Investor Who Suffered Private Credit Market Losses. What Should I Do?

If you are working with a broker who has been managing your portfolio, it is important that you speak with one of our investment loss recovery lawyers. Financial advisors could be held liable for misconduct or negligence if they:

•  Made Unsuitable investment recommendations.
• Overconcentrated your account.
• Breached their fiduciary duty to you.
• Disregarded your best interests, which is a Regulation BI violation.
• Ignored red flags indicating your investment was in trouble.
• Recommended investments that paid higher commissions, even if there were comparable, less costly options available.
• And more.

Why Hire the Investor Lawyers of Shepherd Smith Edwards and Kantas To Represent You?

• Seasoned investor lawyers with a collective experience of more than 100 years in securities law and the securities industry.
• A qualified FINRA law firm that has represented investors in more than 1000 matters in arbitration, mediation, and litigation.
• Won a collective many millions of dollars in awards and settlements for thousands of investors.
• Securities law is the only kind of law that we practice.

Call (800) 259-9010 or contact us online to schedule your free case consultation.