Monroe Capital Management Advisors LLC (Chicago)

Name: Monroe Capital Management Advisors LLC
Address: 311 South Wacker Drive, Chicago, IL, 60606 6710
Telephone: (312) 258-8300

Monroe Capital Management Advisors LLC is a large advisory firm based in Chicago. It manages $8.09 billion of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Illinois.

Monroe Capital Management Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Monroe Capital Management Advisors: assets under management

The assets under management (AUM) of Monroe Capital Management Advisors LLC is $8.09 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1801% since the beginning of its operation, and $3.43 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $8.09 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $252.81 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Monroe Capital Management Advisors LLC 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.

What kind of clients Monroe Capital Management Advisors serves?

The only and largest group of clients of Monroe Capital Management Advisors is pooled investment vehicles with 32 clients and $8.09 billion of assets under management. Among the 5 most similar advisory firms, Monroe Capital Management Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $8.09 billion for 32 clients. 44% of the firm’s clients are foreign persons or businesses.

Monroe Capital Management Advisors also advises several private funds. Namely, one other private fund and twenty three securitized asset funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $100,000,000.

Careers at Monroe Capital Management Advisors LLC

The company employs 101 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Theodore L Koenig	President and chief executive officer	1 Feb 2007	25% - 50%	5911066
Llc Monroe Management Holdco	Managing member	1 Feb 2007	75% - 100%	20-8524328
Michael J Egan	Executive vice president and chief operating officer	1 Mar 2007	25% - 50%	6033669
Aronson Thomas	Managing director	1 Mar 2007	Other	6033678
Thomas C. Aronson	Principal - managing director	1 Mar 2007	Other	6033678
Jeremy T Vandermeid	Managing director	1 Jan 2011	Other	5007960
David H Jacobson	Chief compliance officer and chief financial officer	1 Jan 2012	Other	5913743
Zia Uddin	Principal - managing director	1 Jul 2016	Other	4805211
Aaron Daniel Peck	Principal - managing director	1 Jul 2016	Other	3116976

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Msdj Trust	Managing member	1 Feb 2007	25% - 50%	36-7556231
Dated December 3 2012 The Michael J. Egan Revocable Trust	Member	1 Mar 2007	25% - 50%	6033669

Based in Chicago

The principal office where Monroe Capital Management Advisors LLC performs its advisory services is located at 311 South Wacker Drive, Chicago, IL 60606 6710, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (312) 258-8300 or by fax (312) 258-8350. The normal business hours are 9:00 am - 5:00 pm (cst) on Monday - Friday. You can find more information about the New York firm at monroecap.com and its LinkedIn profile.