Muzinich Direct Lending Adviser, LLC

RIASEC Registered
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 that, according to its registration, became SEC-registered in 2023. The firm serves institutional clients and provides portfolio management for investment companies. Its legal form is a limited liability company and its ownership is listed as a mix of a domestic entity and individuals. Compensation combines a percentage-of-assets-under-management fee with performance-based fees. The firm identifies itself as not being an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Muzinich Direct Lending Adviser also holds roles beyond pure advisory services: it is affiliated with broker-dealer activity, other investment-adviser functions, CPO/CTA roles, and acts as sponsor, general partner or managing member of pooled investment vehicles. The firm is not classified as a capital allocator and is not reported as a related adviser to other entities.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

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Contacts

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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