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 institutional RIA organized as a limited liability company and registered in 2019. The firm’s stated advisory activity is portfolio management for investment companies and its client base is institutional. Ownership is listed as a domestic entity/individual. Fee arrangements include both a percentage-of-AUM component and performance-based fees. The firm is not classified as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Industry affiliations on record show relationships with broker-dealers, other investment advisers, commodity pool operator/commodity trading advisor roles, and sponsor/GP or managing-member activity for pooled investment vehicles, indicating the firm operates within multiple entity and product roles around investment-company and pooled-vehicle management.

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