Asset manager · New York, NY
Muzinich BDC Adviser, LLC
SEC-registered investment adviser · CRD 304834 · SEC 801-117097
At a glance
Muzinich BDC Adviser, LLC is an SEC-registered investment adviser based in New York, New York, with $221 million in regulatory assets under management as of its Form ADV filed June 17, 2026. Its largest client group by assets is business development companies. By Form ADV it is a asset manager, ranked 2,070th of 3,218 asset managers and 11,745th of 17,210 SEC-registered advisers by assets.
Main office 212-888-3413muzinich.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $221M
- Rank among asset managers
- #2,070 of 3,218
- Rank among all SEC RIAs
- #11,745 of 17,210
- Rank in New York
- #1,877 of 2,591
- Clients
- 1
- Accounts
- 1
- Discretionary
- 100% of AUM
- Employees
- 25
- Advisory staff
- 10
- Offices
- 1
Owners and executives on its Form ADV
- Paul F. FehreChief Operating Officer
- George M. MuzinichExecutive Chairman
- Michael LudwigChief Financial Officer
- Cheryl O. RivkinChief Administrative Officer
- Justin G. MuzinichChief Executive Officer
- Fenton C. TomHead of Strategy and Human Capital
- Mari-Heather BirminghamChief Compliance Officer
Custody and brokerage
Custodian
Muzinich BDC Adviser, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Muzinich BDC Adviser, LLC is a hybrid RIA: 6 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
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Business development companies | 1 | $221M | 100% |
Disciplinary disclosures
Muzinich BDC Adviser, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
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 BDC Adviser, LLC
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, 6 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 829 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Muzinich BDC Adviser, LLC manage?
Muzinich BDC Adviser, LLC reports $221 million in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 17, 2026.
What kind of firm is Muzinich BDC Adviser, LLC?
Muzinich BDC Adviser, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Muzinich BDC Adviser, LLC’s clients?
By assets, its largest client types are business development companies ($221 million, 1 clients).
Does Muzinich BDC Adviser, LLC have any disciplinary history?
Muzinich BDC Adviser, LLC 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 BDC Adviser, LLC’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 (2026-06-17), 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 →