MUZINICH BDC ADVISER, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 304834
- Registered since
- July 29, 2019
- Website
- www.muzinich.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Business Development Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Muzinich Bdc Adviser, LLC is an SEC-registered investment adviser organized as an LLC in 2019 that serves institutional clients. Its stated advisory activity is portfolio management for investment companies, and its business model combines a percentage-of-AUM fee schedule with performance-based fees. The firm is not identified as an active ESG investor and is not listed as a multistate or pension consultant adviser. Ownership is recorded as a combination of a domestic entity and an individual. Regulatory and industry affiliations extend beyond pure advisory activity: filings tie the firm to broker‑dealer functions, other investment-adviser roles, CPO/CTA activity, and sponsor/GP or managing-member responsibilities for pooled investment vehicles. Those affiliations indicate the firm operates both as an adviser to regulated investment companies and in sponsor/manager capacities for pooled structures.
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 5JUSTIN MUZINICH
Chief Executive OfficerCRD 4436813
ADAM KAUFMAN
Chief Legal Officer and General CounselCRD 5914346
CHERYL RIVKIN
Chief Administrative OfficerCRD 4882098
Contacts
3 of 3MICHAEL LUDWIG
DirectorCRD 4988562
FENTON TOM
Head of Strategy & PlanningCRD 1905420
FRANK GALEA
CCOCRD 2406624
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
Similar firms
SUNSTONE ASSET MANAGEMENT
RIANew York, NY
TERRA NOVA ASSET MANAGEMENT LLC
RIANew York, NY
STABILIS CAPITAL MANAGEMENT, LP
RIANew York, NY
CROSS BORDER WEALTH, LLC
RIANew York, NY
TOLIS ADVISORS, LP
RIANew York, NY
ALLY BRIDGE GROUP (NY) LLC
RIANew York, NY