Muzinich Direct Lending Adviser, LLC
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
FINTRXOverview
Muzinich Direct Lending Adviser, LLC is a small, SEC-registered investment adviser organized as an LLC that provides portfolio management services specifically for investment companies. The firm reports an institutional client base and a fee model that combines a percentage-of-assets charge with performance-based fees. It does not identify itself as a capital allocator and does not self-report active ESG investing. Filings indicate a range of industry roles and affiliations beyond pure advisory work: the firm is associated with broker-dealer activity, functions as or affiliates with other investment advisers and CPO/CTAs, and serves as a sponsor, general partner, or managing member of pooled investment vehicles. Ownership is listed as a mix of a domestic entity and an individual. The adviser first registered with the SEC in 2023 and is not classified as a multi-state adviser, pension consultant, or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Justin Muzinich
Chief Executive OfficerCRD 4436813
Mari-heather Birmingham
Chief Compliance OfficerCRD 2752693

Cheryl Rivkin
Chief Administrative OfficerCRD 4882098
Contacts
2 of 2
Fenton Tom
Head of Strategy & PlanningCRD 1905420

Michael Ludwig
DirectorCRD 4988562
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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