Data / Investment advisers / New York / Muzinich & Co., Inc.
Muzinich & Co., Inc., New York, NY: $31.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Muzinich & Co., Inc. is an SEC registered investment adviser with its main office in New York, New York and reports $31.3 billion in regulatory assets under management in its Form ADV filed June 16, 2026. Its clients include pooled investment vehicles, insurance companies and investment companies. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
The request: Watch Muzinich & Co., Inc. (CRD number 22998): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 22998
- SEC file number
- 801-39604
- SEC status
- Approved, effective August 16, 1991
- Main office
- 450 Park Ave, New York, NY 10022
- Phone
- (212) 888-3413
- Website
- muzinich.com
- Regulatory AUM
- $31,272,318,638 in the Form ADV filed June 16, 2026
- Discretionary AUM
- $31,272,318,638
- Accounts
- 85
- Employees
- 110, of which 67 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 1 private equity fund, 1 other private fund
- Gross assets of private funds
- $130,188,856
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 42 | $23.79 billion |
| Insurance companies | 20 | $2.69 billion |
| Investment companies | 6 | $1.91 billion |
| Pension and profit sharing plans | 9 | $1.47 billion |
| Charitable organizations | Fewer than 5 | $1.02 billion |
| Banking or thrift institutions | Fewer than 5 | $215.3 million |
| High net worth individuals | Fewer than 5 | $175.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $31.27 billion | March 26, 2026 |
| December 1, 2025 | $27.31 billion | June 17, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Redding Ridge Asset Management LLC | New York | $33.32 billion | 83 | adviserinfo.sec.gov |
| Brigade Capital Management, LP | New York | $33.02 billion | 65 | adviserinfo.sec.gov |
| 26north | New York | $32.68 billion | 38 | adviserinfo.sec.gov |
| Jain Global LLC | New York | $32.39 billion | 2 | adviserinfo.sec.gov |
| Eagle Strategies LLC | New York | $32.04 billion | Not listed | adviserinfo.sec.gov |
| BC Partners Pe L.P. | New York | $31.07 billion | Not listed | adviserinfo.sec.gov |
| Tiedemann Advisors, LLC | New York | $31.01 billion | 23 | adviserinfo.sec.gov |
| TJC LP | New York | $30.78 billion | 48 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving insurance companies
- Advisers that manage private funds
- Muzinich & Co., Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.