Muzinich Bdc Adviser, LLC

RIASEC RegisteredEst. 2019
Total AUM
$221M
Discretionary
$221M
100% of AUM
Avg account
$221M
Accounts
1
Employees
25
Advisory reps
7

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 limited liability company formed to provide portfolio management services to investment companies. The firm has been registered with the SEC since 2019 and serves an institutional client base. Its stated advisory activity is portfolio management for investment companies, and it is not identified as an active ESG investor. The firm’s ownership is listed as a combination of a domestic entity and individual interests. Muzinich Bdc Adviser operates under fee arrangements that include both a percentage-of-AUM component and performance-based fees. It is not designated as a capital allocator, is not a multi-state adviser, and is not described as a pension consultant or related adviser. Industry affiliations reported for the entity extend beyond a pure registered adviser role: the firm is tied to broker-dealer activity, other investment advisory roles, CPO/CTA registrations, and sponsor/GP or managing-member responsibilities for pooled investment vehicles.

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

    Justin Muzinich

    Chief Executive OfficerCRD 4436813

  • Mari-heather Birmingham

    Chief Compliance OfficerCRD 2752693

  • Cheryl Rivkin

    Cheryl Rivkin

    Chief Administrative OfficerCRD 4882098

Unlock 2 more executives

Contacts

2 of 2
  • Michael Ludwig

    Michael Ludwig

    DirectorCRD 4988562

  • Fenton Tom

    Fenton Tom

    Head of Strategy & PlanningCRD 1905420

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