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Chief Operating Officer · Monroe Capital Management Advisors LLC

James M. Cassady

CRD 5793233 · Named on Form ADV at 4 SEC-registered advisers

At a glance

Monroe Capital Management Advisors LLC, an SEC-registered private fund adviser based in Chicago, IL with $18.6 billion in regulatory assets, lists James M. Cassady on its Form ADV as Chief Operating Officer. The SEC filings also name James at 3 other registered advisers.

Firms and roles

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James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
4 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with James on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.