MONROE CAPITAL MANAGEMENT ADVISORS LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 157073
- Registered since
- March 22, 2012
- Website
- www.monroecap.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4KRISTAN GREGORY
Chief Compliance OfficerCRD 4861802
JAMES CASSADY
Managing Director, Chief Operating OfficerCRD 5793233
SCOTT MARIENAU
Chief Financial OfficerCRD 5960505
Contacts
3 of 4THOMAS ARONSON
Vice ChairmanCRD 6033678
ZIA UDDIN
PresidentCRD 4805211
MICHAEL EGAN
Executive Vice PresidentCRD 6033669
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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