Monroe Capital Bdc Advisors, LLC

RIASEC RegisteredEst. 2012
Total AUM
$6.7B
Discretionary
$6.7B
100% of AUM
Avg account
$2.2B
Accounts
3
Employees
101
Advisory reps
8

Firm details

Headquarters
Chicago, Illinois
CRD number
165657
Registered since
October 9, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Monroe Capital Bdc Advisors, LLC is an SEC-registered institutional investment adviser organized as a limited liability company and in business since 2012. The firm serves institutional clients and specializes in portfolio management for investment companies, operating under fee arrangements that include a percentage-of-assets component plus performance-based fees. It does not position itself as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Corporate affiliations indicate roles beyond advisory work, including activity as an investment adviser/CPO/CTA and as sponsor, general partner or managing member of pooled investment vehicles.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Theodore Koenig

    Theodore Koenig

    Chairman & CEOCRD 5911066

  • Scott Marienau

    Scott Marienau

    Chief Financial OfficerCRD 5960505

  • James Cassady

    James Cassady

    Managing Director, Chief Operating OfficerCRD 5793233

Contacts

3 of 5
  • Ronald Holinsky

    Ronald Holinsky

    Senior Vice PresidentCRD 4867461

  • Michael Egan

    Michael Egan

    Executive Vice PresidentCRD 6033669

  • Peter Gruszka

    Peter Gruszka

    General Counsel & Managing DirectorCRD 7520813

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
155 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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