MONROE CAPITAL MANAGEMENT ADVISORS LLC

RIASEC RegisteredEst. 2012
Total AUM
$18.6B
Discretionary
$18.6B
100% of AUM
Avg account
$206M
Accounts
90
Employees
282
Advisory reps
8

Firm details

Headquarters
CHICAGO, Illinois
CRD number
157073
Registered since
March 22, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.07%
  • Corporations / Businesses1.93%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Monroe Capital Management Advisors LLC is an SEC-registered LLC that describes itself as a manager of pooled, securitized-asset strategies and a commodity pool operator/CTA. Founded as an adviser in 2012, the firm works primarily with institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Its compensation mixes a percentage-of-AUM fee with performance-based fees, and the firm serves as sponsor, general partner or managing member for pooled vehicles rather than acting as a traditional capital allocator. The firm reports being an active ESG investor, and its regulatory classifications and business activities point to a hybrid role that combines fund sponsorship/management with commodity-pool activity and third-party manager allocations. Client relationships skew institutional, consistent with a focus on larger pooled-investment mandates and performance-fee structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • KRISTAN GREGORY

    Chief Compliance OfficerCRD 4861802

  • JAMES CASSADY

    Managing Director, Chief Operating OfficerCRD 5793233

  • SCOTT MARIENAU

    Chief Financial OfficerCRD 5960505

Unlock 1 more executives

Contacts

3 of 4
  • THOMAS ARONSON

    Vice ChairmanCRD 6033678

  • ZIA UDDIN

    PresidentCRD 4805211

  • MICHAEL EGAN

    Executive Vice PresidentCRD 6033669

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth