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 a corporate-structured investment firm registered with the SEC since 1991 that serves primarily institutional clients. The firm combines pooled-investment activity (it is classified as a private equity fund manager and sponsors/serves as GP for pooled vehicles) with advisory and portfolio-management services for individuals, investment companies, pooled vehicles and institutions. It also operates in Commodity Pool/CTA capacities and reports charging both percentage-of-assets and performance-based fees. Muzinich has declared itself an active ESG investor and retains a mix of business activities that include broker-dealer relationships and sponsor/manager roles for private funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
$289K in ETFs
100%
$289K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $289K | 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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