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
7

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 small, SEC-registered investment adviser organized as an LLC that provides portfolio management services specifically for investment companies. The firm reports an institutional client base and a fee model that combines a percentage-of-assets charge with performance-based fees. It does not identify itself as a capital allocator and does not self-report active ESG investing. Filings indicate a range of industry roles and affiliations beyond pure advisory work: the firm is associated with broker-dealer activity, functions as or affiliates with other investment advisers and CPO/CTAs, and serves as a sponsor, general partner, or managing member of pooled investment vehicles. Ownership is listed as a mix of a domestic entity and an individual. The adviser first registered with the SEC in 2023 and is not classified as a multi-state adviser, pension consultant, or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Justin Muzinich

    Justin Muzinich

    Chief Executive OfficerCRD 4436813

  • Mari-heather Birmingham

    Chief Compliance OfficerCRD 2752693

  • Cheryl Rivkin

    Cheryl Rivkin

    Chief Administrative OfficerCRD 4882098

Unlock 2 more executives

Contacts

2 of 2
  • Fenton Tom

    Fenton Tom

    Head of Strategy & PlanningCRD 1905420

  • Michael Ludwig

    Michael Ludwig

    DirectorCRD 4988562

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