Muzinich Direct Lending Adviser, LLC

RIASEC RegisteredEst. 2023
Total AUM
$98M
Discretionary
$98M
100% of AUM
Avg account
$98M
Accounts
1
Employees
48
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
327891
Registered since
September 13, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Muzinich Direct Lending Adviser, LLC is an institutional registered investment adviser formed as an LLC and registered with the SEC in 2023. The firm serves an institutional client base and lists portfolio management for investment companies as a primary advisory activity. Ownership is described as a combination of a domestic entity and an individual. The firm’s compensation structure combines a percentage-of-assets under management fee with performance-based fees. Muzinich Direct Lending Adviser is not designated as a capital allocator, does not identify as an active ESG investor, and is not a multistate or related adviser under the snapshot data. The firm maintains a set of industry roles beyond RIA activities: affiliations include broker-dealer, other investment adviser, CPO/CTA, and sponsor/GP/managing member of pooled investment vehicles. Those affiliations indicate the firm is organized to operate and manage pooled investment structures and to perform multiple operational functions for private pools.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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
  • Fenton Tom

    Fenton Tom

    Head of Strategy & PlanningCRD 1905420

  • Michael Ludwig

    Michael Ludwig

    DirectorCRD 4988562

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth