BlackRock Private Credit Fund CEO Was on Verge of Departure, Stock Already Down 39% This Year

Miles Bennett
Published todayAbout 6 min read

Phil Tseng, CEO of BlackRock's listed private-credit fund TCPC, is in the process of leaving; the fund has cut its net asset value twice this year, its stock is down 39%, and Manhattan federal prosecutors are probing its valuation practices.

01

Why is the CEO leaving?

Phil Tseng is still a BlackRock employee, but people familiar with the matter told Bloomberg his departure is under way — the exact timing has not been set.
Tseng previously founded Tennenbaum Capital Partners, which BlackRock acquired in 2018. He went on to run TCPC and other U.S. direct-lending funds.
Both BlackRock and Tseng declined to comment. This means → the reasons behind his exit remain opaque, but the timing lands squarely in the fund's worst stretch.
02

How much has this fund lost?

TCPC is a publicly traded business development company — a BDC, essentially a listed vehicle that pools private-credit loans.
It has cut its net asset value twice this year: 19% in January and another 5% in May, both driven by write-downs on troubled investments.
As of Tuesday's close, TCPC stock is down 39% year-to-date. In plain terms = every $10,000 invested at the start of the year is now worth about $6,100.
03

What are federal prosecutors looking at?

Bloomberg reported in May that the Manhattan U.S. Attorney's Office has opened a probe into TCPC's valuation practices.
Prosecutors have already interviewed executives tied to the fund. This means → the issue goes beyond bad investments — how the fund priced its assets may itself be in question.
In plain terms = regulators want to know whether those book values were inflated from the start.
04

How does BlackRock plan to clean this up?

BlackRock acquired HPS Investment Partners in 2025 for roughly $12 billion, partly to move beyond the limitations of legacy funds like TCPC.
Since that deal closed, HPS executives have been stepping into TCPC's day-to-day operations. This reflects a deliberate management swap — new team in, old team out.
TCPC's ongoing losses and the federal probe will test whether BlackRock can actually deliver on its biggest strategic bet in years: building a dominant private-credit franchise.

Content is for reference only, not financial advice.

BlackRock Private Credit Fund CEO Was on Verge of Departure, Stock Already Down 39% This Year · nashnova