MUZINICH & CO., INC.

Overview

Muzinich & Co, Inc. is organized as a corporation that has operated as a registered investment adviser since 1991. The firm serves primarily institutional clients and blends pooled‑vehicle sponsorship with direct portfolio management across a range of client types, including individuals/small businesses, investment companies, pooled funds and institutional balance sheets. It carries out CPO/CTA activities and is affiliated in the industry as a broker‑dealer, an investment adviser, a sponsor/GP/managing member of pooled vehicles, and a commodity pool operator/CTA. The firm charges management fees based on a percentage of assets under management and may collect performance‑based fees on certain strategies or funds. Muzinich & Co, Inc. identifies as an active ESG investor and is not a newly formed adviser or a multi‑state adviser per its filing data. It is not classified as a capital allocator in the snapshot provided; rather, it operates and sponsors private funds in addition to offering discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives