Monroe Capital Bdc Advisors, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 165657
- Registered since
- October 9, 2012
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Business Development Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Monroe Capital Bdc Advisors, LLC acts as an adviser and manager for investment companies, with an institutional client focus and a fee model that combines a percentage of assets under management with performance-based fees. The firm's stated advisory activity centers on portfolio management for investment companies, and its industry affiliations identify it as a sponsor, general partner or managing member of pooled investment vehicles and as an adviser with CPO/CTA capabilities. Those operating roles point to an emphasis on closed-end, manager-run structures where the adviser sets strategy, sources transactions and oversees portfolio companies or credit positions on behalf of institutional investors. The firm is not positioned as an ESG-focused manager. Its business model aligns with managers that run capital-account investment vehicles and take active portfolio and operational roles rather than acting solely as discretionary managers of retail wrap or separately managed accounts.
Assets & Accounts
Investments & Alternatives
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 3
Theodore Koenig
Chairman & CEOCRD 5911066

Scott Marienau
Chief Financial OfficerCRD 5960505

James Cassady
Managing Director, Chief Operating OfficerCRD 5793233
Contacts
3 of 5
Ronald Holinsky
Senior Vice PresidentCRD 4867461

Michael Egan
Executive Vice PresidentCRD 6033669

Peter Gruszka
General Counsel & Managing DirectorCRD 7520813
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 155 N Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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