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 acts as an adviser and manager for investment companies, with an institutional client focus and a fee model that combines a percentage of assets under management with performance-based fees. The firm's stated advisory activity centers on portfolio management for investment companies, and its industry affiliations identify it as a sponsor, general partner or managing member of pooled investment vehicles and as an adviser with CPO/CTA capabilities. Those operating roles point to an emphasis on closed-end, manager-run structures where the adviser sets strategy, sources transactions and oversees portfolio companies or credit positions on behalf of institutional investors. The firm is not positioned as an ESG-focused manager. Its business model aligns with managers that run capital-account investment vehicles and take active portfolio and operational roles rather than acting solely as discretionary managers of retail wrap or separately managed accounts.

Assets & Accounts

Investments & Alternatives

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth