MUZINICH DIRECT LENDING ADVISER, LLC

RIASEC RegisteredEst. 2023
Total AUM
$98M
Discretionary
$98M
100% of AUM
Avg account
$98M
Accounts
1
Employees
48
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
327891
Registered since
September 13, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Muzinich Direct Lending Adviser, LLC is a limited liability company registered with the SEC in 2023 that serves institutional clients. Its stated advisory activity is portfolio management for investment companies, and its reported fee model combines a percentage-of-assets component with performance-based fees. The firm is not identified as an active ESG investor and is not designated as a multi-state or related adviser. Regulatory and industry affiliations listed include broker-dealer activity, registration as another investment adviser and as a CPO/CTA, and roles as sponsor, general partner, or managing member of pooled investment vehicles. Those affiliations, together with the firm name, indicate a focus on private credit and direct-lending style strategies executed through pooled vehicles and sponsored funds rather than through separate-account retail channels.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • JUSTIN MUZINICH

    Chief Executive OfficerCRD 4436813

  • CHERYL RIVKIN

    Chief Administrative OfficerCRD 4882098

  • ADAM KAUFMAN

    Chief Legal Officer and General CounselCRD 5914346

Unlock 2 more executives

Contacts

3 of 3
  • FENTON TOM

    Head of Strategy & PlanningCRD 1905420

  • MICHAEL LUDWIG

    DirectorCRD 4988562

  • FRANK GALEA

    CCOCRD 2406624

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth