MULLER & MONROE ASSET MANAGEMENT,LLC

RIASEC RegisteredEst. 2008
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$181M
Accounts
9
Employees
17
Advisory reps
6

Firm details

Headquarters
CHICAGO, Illinois
CRD number
132073
Registered since
July 3, 2008
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

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Overview

Muller & Monroe Asset Management, LLC is a domestic limited liability company that operates primarily as a private equity fund manager to institutional clients. Registered with the SEC since 2008, the firm runs pooled investment vehicles and also performs selection and oversight of third‑party managers. Its business model mixes direct fund management with allocator responsibilities—sourcing private market opportunities, structuring pooled vehicles and appointing external advisers where appropriate. The firm signals an active ESG posture, which appears to be integrated into manager selection and portfolio monitoring. Fee arrangements combine asset‑based charges with performance‑linked compensation, consistent with private equity style economics. Muller & Monroe focuses on institutional relationships rather than retail households and is not set up as a multi‑state adviser or pension consultant.

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

1 of 1
  • ANTHONY NANNI

    Chief Compliance Officer and DirectorCRD 2693385

Contacts

3 of 5
  • MICHAEL TOKARZ

    FounderCRD 4871594

  • IRWIN LOUD

    Managing DirectorCRD 4870979

  • ANDRE RICE

    PresidentCRD 726165

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
180 N Stetson Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth