Muzinich & Co., Inc. is a large advisory firm based in New York. It manages $27.02 billion of regulatory assets for 88 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
Muzinich & Co. provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Muzinich & Co., Inc. is $27.02 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 84% since the beginning of its operation, and $24.37 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Muzinich & Co., Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Michael Ludwig is pooled investment vehicles with 41 clients and $22.39 billion of assets under management. Among the 7 most similar advisory firms, Muzinich & Co. has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $26.81 billion for 85 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 72% of the firm’s clients are foreign persons or businesses.
Muzinich & Co. also advises several private funds. Namely, one other private fund.
The company employs 95 people that are either part- or full-time employees. 52 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael Ludwig has been acting as President since 1 Sep 2003. Annmarie Theresa Baker joined the executive team most recently as the Director.
The principal office where Muzinich & Co., Inc. performs its advisory services is located at 450 Park Ave, New York, NY 10022 2692, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-888-3413 or by fax 212-888-4368. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at muzinich.com.