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| Monroe Capital Management Advisors LLC
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|---|---|
| CRD # | 157073 |
| SEC # | 801-74559 |
| CIK # | 0001593177 |
| AUM | $15.2 BB (2023-03-31) |
| Employees | 204 (61% Investors, 0% Brokers) |
| Phone | 312-258-8300 |
| Address | 311 South Wacker Drive Chicago, IL 60606-6710 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| SA | Monroe Capital Insurance Fund Series Interests of the SALI Multi-Series Fund LP | 2023-03-31 | 90.1 | |
| SA | Monroe Capital Opportunistic II Private Credit Master Fund SCSP SICAV-RAIF | 2023-03-31 | 0.0 | |
| SA | Monroe Capital Opportunistic Private Credit Fund Financing SPV SCSP | 2023-03-31 | 0.0 | |
| SA | Monroe Capital Private Credit Lux Non-Treaty Feeder Fund V SCSP SICAV-RAIF | 2023-03-31 | 0.0 | |
| SA | Monroe Capital Private Credit Lux Treaty Feeder Fund V SCSP SICAV-RAIF | 2023-03-31 | 0.0 | |
| SA | Monroe Capital Private Credit Master Fund V SCSP SICAV-RAIF | 2023-03-31 | 0.0 | |
| SA | Monroe Capital Private Credit Master Fund V Unleveraged SCSP SICAV-RAIF | 2023-03-31 | 0.0 | |
| SA | Monroe Capital Senior Secured Direct Loan Fund LP | 2023-03-31 | 0.0 | |
| SA | Monroe Captial MML CLO XV Ltd | 2023-03-31 | 167.6 | |
| SA | Monroe Capital MML CLO XIII Ltd | 2022-03-31 | 425.8 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 74 | 15.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 74 | 15.2 |
| By Discretionary | ||
| Discretionary | 74 | 15.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 74 | 15.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.7 | |
| United States Persons | 5.5 | |
| Total | 74 | 15.2 |
| Limited Partners | 2011 - 2024 |
|---|---|
| New Hampshire Retirement System | |
| Orange County Employee Retirement System |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Tom Coghlan | 11 | |||
| Jeremy OSullivan | 6 | |||
| Stefan Corthouts | 9 | |||
| William Gilson | 14 | |||
| Warren Woo | 4 | |||
| Theodore Koenig | 23 | |||
| Michael Egan | 17 | |||
| Zia Uddin | 13 | |||
| Thomas Aronson | 11 | |||
| Aaron Peck | 8 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 3 | [0001593177] | |
| 4 | [0001593177] | |
| SC 13D | [0001593177] | |
| SC 13G | [0001593177] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Monroe Capital Management Advisors LLC | Repay Holdings Corp | [2019-07-22] |
| Monroe Capital Management Advisors LLC | Monroe Capital Income Plus Corp | [2019-01-25] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Monroe Capital Management Advisors LLC | |
| Monroe Capital Income Plus Corp |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Monroe Capital Management Advisors LLC
✚
|
IL | 15.2 |
|
Monroe Capital BDC Advisors LLC
✚
|
IL | 2.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fiduciary Counselors Inc
✚
|
DC | 15.7 |
|
Nikko Asset Management Americas Inc
✚
|
NY | 15.6 |
|
Regions Investment Management Inc
✚
|
AL | 15.6 |
|
Callan LLC
✚
|
CA | 15.4 |
|
HRL Morrison & Co US LLC
✚
|
NY | 15.4 |
|
Cantillon Capital Management LLP
✚
|
15.0 | |
|
Cantillon Capital Management LLC
✚
|
NY | 15.0 |
|
Davis Selected Advisers - NY Inc
✚
|
NY | 14.9 |
|
Franklin Templeton Investments Corp
✚
|
14.7 | |
|
FMR Investment Management UK Limited
✚
|
14.7 |