Muzinich & Co, Inc.

RIASEC Registered

Total AUM

$31.3B

Discretionary

$31.3B

100% of AUM

Avg account

$368M

Accounts

Employees

110

Advisory reps

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

FINTRX

Overview

Muzinich & Co, Inc. is a corporate adviser focused on institutional clients and is registered with the SEC (registered in 1991). The firm is classified in the data as a private equity fund adviser but also conducts a range of advisory activities across account types: portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and institutions. Business activities noted include serving as a CPO/CTA and acting in sponsor/GP roles for pooled vehicles. The firm reports both percentage-of-assets and performance-based fee arrangements and identifies itself as an active ESG investor. Industry affiliations include broker-dealer relationships and other adviser and sponsor roles.