Diligence memo · auto-generated · as of July 2, 2026
Loomis Sayles Intermediate Total Return Trust
Loomis Sayles Intermediate Total Return Trust looks fair against its niche peers and is dormant on financing cadence.
Businessfiled
Loomis Sayles Intermediate Total Return Trust operates in Other, based in ONE FINANCIAL CENTER.
Sector still resolves to a broad 'Other' bucket, so operating comparables below are weaker than for a tightly-classified peer.
No verified homepage on file yet — operating evidence is limited to the public record.
Capital & rounds (filed)filed
Loomis Sayles Intermediate Total Return Trust has raised $25M in disclosed capital across 1 recorded round, aggregated from public filings. Its latest round is modeled as Series B (a $15M–$40M round).
Largest single filing: $25M on 2010-05-21.
Most recent recorded round closed around 2010-05-21.
Valuation (modeled)modeled
Provath models Loomis Sayles Intermediate Total Return Trust at approximately $410M (range $62M–$1.6B). This is an algorithmic estimate from round sizes and same-niche peers — not a quoted or reported figure.
Read: Fair. Modeled value is 1.13× the median modeled value of Series B Other companies in 2010–2012 (251 peers) — value vs value, same stage and era. Within the normal band (113% of peer median) for its niche.
Financing rhythm & timingmixed
Last raise 16.1 yr ago; this sector typically re-raises about every 11 months.
Only one round on record and long silent — often defunct, acquired, or gone quiet.
Comparablesmixed
Capital scale ranks ahead of 88% of Other peers (25015 compared).
Modeled value ranks above 93% of those peers.
Closest niche peers: ATS Consolidated, Inc., Amber Holding Inc., Varsity AP Holdings LLC, Nordic Cold Storage Holdings, LLC, Nevsun Resources Ltd.
Risks & flagsmixed
Financing has been silent well beyond sector cadence — possibly defunct, acquired, or paused.
Broad sector classification weakens peer comparison.
No clearly named CEO/founder/principal in the surfaced records — key-person evidence is thin.