Muzinich & Co, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 22998
- Registered since
- August 16, 1991
- Website
- www.muzinich.com
- Custodians
- HSBC, ZURCHER KANTONALBANK
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles76.09%
- Insurance Companies8.6%
- Investment Companies6.12%
- Pension & Profit Sharing Plans4.69%
- Charitable Organizations3.26%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Muzinich & Co, Inc. is organized as a corporation and has been SEC-registered since 1991. The firm is classified in the dataset as a private equity fund but performs a range of portfolio management functions for institutions, pooled vehicles, investment companies and individual or small-business clients. Its client base is primarily institutional, and its compensation includes both percentage-of-assets fees and performance-based fees. The firm's regulatory/business activities include operating as a CPO/CTA and serving as sponsor or GP of pooled investment vehicles. The firm identifies as an active ESG investor and reports a fixed-income preference in its asset mix.
Assets & Accounts
Public Holdings
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
Asset composition
- Non-Investment Grade Corp Bonds58%
- Investment Grade Corp Bonds27%
- Sovereign Bonds6%
- Other4%
- Cash & Cash Equivalents3%
Owners & executives
3 of 4
Paul Fehre
Chief Operating OfficerCRD 6424683
Cheryl Rivkin
Chief Administrative OfficerCRD 4882098
Justin Muzinich
Chief Executive OfficerCRD 4436813
Contacts
3 of 4
William Edwards
Global Co-HeadCRD 7805195
Michael Ludwig
DirectorCRD 4988562
Fenton Tom
Head of Strategy & PlanningCRD 1905420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$368K in ETFs
100%
$368K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $368K | 500 | 100.00% |
Location
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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