Muller & Monroe Asset Management,LLC

Overview

Muller & Monroe Asset Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2008. The firm is classified as a private equity fund manager serving institutional clients and structures advisory work around pooled investment vehicles. Its business model includes running private funds and selecting outside managers for allocations. The ownership is a combination of a domestic entity and an individual. Fees combine a management component tied to assets under management with performance-based compensation and other fee arrangements. The firm identifies itself as an active ESG investor, suggesting environmental, social, and governance factors are incorporated into manager selection or portfolio construction. Muller & Monroe is not registered as a multi-state adviser and does not act as a pension consultant or a capital allocator in the sense used in allocator networks.

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Investments & Alternatives