Muzinich & Co., Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 26, 2026, reports $31.3B in regulatory assets under management, 110 employees, 1 office, and 85 accounts.
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 54.5% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
54.5%
42
2
Insurance Cos.
26.0%
20
3
Pension Plans
11.7%
9
4
Investment Cos.
7.8%
6
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$31.3Bas of March 26, 2026
Discretionary100.0%
$31.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$31.3B
Total Accounts85
10Y AUM Change+$6.5B (+26.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees110
Clients per Employee1:1
10Y Employee Change+48 (+77.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.