MUZINICH BDC ADVISER, LLC

RIASEC RegisteredEst. 2019
Total AUM
$221M
Discretionary
$221M
100% of AUM
Avg account
$221M
Accounts
1
Employees
25
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
304834
Registered since
July 29, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Muzinich Bdc Adviser, LLC is an SEC-registered investment adviser organized as an LLC in 2019 that serves institutional clients. Its stated advisory activity is portfolio management for investment companies, and its business model combines a percentage-of-AUM fee schedule with performance-based fees. The firm is not identified as an active ESG investor and is not listed as a multistate or pension consultant adviser. Ownership is recorded as a combination of a domestic entity and an individual. Regulatory and industry affiliations extend beyond pure advisory activity: filings tie the firm to broker‑dealer functions, other investment-adviser roles, CPO/CTA activity, and sponsor/GP or managing-member responsibilities for pooled investment vehicles. Those affiliations indicate the firm operates both as an adviser to regulated investment companies and in sponsor/manager capacities for pooled structures.

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 5
  • JUSTIN MUZINICH

    Chief Executive OfficerCRD 4436813

  • ADAM KAUFMAN

    Chief Legal Officer and General CounselCRD 5914346

  • CHERYL RIVKIN

    Chief Administrative OfficerCRD 4882098

Unlock 2 more executives

Contacts

3 of 3
  • MICHAEL LUDWIG

    DirectorCRD 4988562

  • FENTON TOM

    Head of Strategy & PlanningCRD 1905420

  • FRANK GALEA

    CCOCRD 2406624

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
450 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth