Private fund adviser · New York, NY
Muzinich & Co., Inc.
SEC-registered investment adviser · CRD 22998 · SEC 801-39604
At a glance
Muzinich & Co., Inc. is an SEC-registered investment adviser based in New York, New York, with $31.3 billion in regulatory assets under management as of its Form ADV filed June 16, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 248th of 4,686 private fund advisers and 631st of 17,210 SEC-registered advisers by assets.
Main office 212-888-3413muzinich.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $31B
- Rank among private fund advisers
- #248 of 4,686
- Rank among all SEC RIAs
- #631 of 17,210
- Rank in New York
- #166 of 2,591
- Clients
- 77
- Accounts
- 85
- Discretionary
- 100% of AUM
- Employees
- 110
- Advisory staff
- 67
- Offices
- 2
Owners and executives on its Form ADV
- George M. MuzinichExecutive Chairman, Director & Shareholder
- Michael LudwigChief Financial Officer & Director
- Cheryl O. RivkinChief Administrative Officer & Director
- Paul F. FehreChief Operating Officer & Director
- Fenton C. TomHead of Strategy and Human Capital & Director
- Annmarie T. BakerDirector
- Justin G. MuzinichChief Executive Officer & Director
- William EdwardsChief Compliance Officer
Custody and brokerage
2 custodians
- HSBC Securities Services$1.3B64%
- Zurcher Kantonalbank$748M36%
Other RIAs using HSBC Securities ServicesOther multi-custodian RIAs
Broker-dealer
Hybrid RIA
Muzinich & Co., Inc. is a hybrid RIA: 25 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Muzinich & Co. (ireland) Limited, Muzinich & Co. (singapore) PTE. Limited, Muzinich & Co. Limited, Muzinich & Co. SGR S.P.A. and Muzinich Capital LLC.
- Muzinich & Co. (ireland) Limited
- Muzinich & Co. (singapore) PTE. Limited
- Muzinich & Co. Limited
- Muzinich & Co. SGR S.P.A.
- Muzinich Capital LLC ↗CRD 146017
Its Form ADV brochure (filed March 2026) names Muzinich Capital as the broker-dealer its advisers are registered with.
Certain management persons of the Firm are registered representatives of Muzinich Capital.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 42 | $24B | 76% |
| Insurance companies | 20 | $2.7B | 9% |
| Investment companies | 6 | $1.9B | 6% |
| Pension and profit sharing plans | 9 | $1.5B | 5% |
| Charitable organizations | – | $1.0B | 3% |
| Banking or thrift institutions | – | $215M | <1% |
| High-net-worth individuals | – | $175M | <1% |
Private funds
Muzinich & Co., Inc. reports 2 private funds with $130M in gross assets: private equity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Muzinich & Co., Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗muzinich.com ↗
AtlasMembers
The full record on Muzinich & Co., Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 507 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
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Background
Questions
How much does Muzinich & Co., Inc. manage?
Muzinich & Co., Inc. reports $31.3 billion in regulatory assets under management across 85 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 16, 2026.
What kind of firm is Muzinich & Co., Inc.?
Muzinich & Co., Inc. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Muzinich & Co., Inc.’s clients?
By assets, its largest client types are pooled investment vehicles ($23.8 billion, 42 clients); insurance companies ($2.7 billion, 20 clients); investment companies ($1.9 billion, 6 clients).
Does Muzinich & Co., Inc. manage private funds?
Yes. It reports 2 private funds with $130 million in gross assets, including private equity funds, other private funds.
Does Muzinich & Co., Inc. have any disciplinary history?
Muzinich & Co., Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Muzinich & Co., Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →