Muller & Monroe Asset Management,Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 9
- Avg AUM / client
- $186M
- Accounts
- 9
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $1.7B | 100.0% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $1.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| M2 Ny Pioneer Fund Iii, L.P. | Private Equity Fund | Delaware | $310M | 2 |
| Calstrs M2 Private Equity Fund Of Funds Iii, Lp | Private Equity Fund | Delaware | $281M | 2 |
| M2 Ny Pioneer Fund Ii, L.P. | Private Equity Fund | Delaware | $265M | 2 |
| M2 Ny Pioneer Fund, L.P. | Private Equity Fund | Delaware | $163M | 2 |
| M2 Surs Emerging Private Equity Fund Of Funds, L.P. | Private Equity Fund | Delaware | $130M | 2 |
| Calstrs M2 Private Equity Fund Of Funds Iv, Lp | Private Equity Fund | Delaware | $124M | 2 |
| M2 Private Equity Fund Of Funds Ii, L.P. | Private Equity Fund | Delaware | $81.5M | 1 |
| Freeman Ct Horizon Investment Fund, Llc | Private Equity Fund | Delaware | $64.8M | 2 |
| M2 Connecticut Emerging Private Equity Fund Of Funds, L.P. | Private Equity Fund | Delaware | $14.7M | 2 |
| Ct Legacy Fund, L.P. | Private Equity Fund | Delaware | $3.9M | 2 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andre Rice | Chief Executive Officer | Nov 1986 (40y) | ≈ 18.75% – 50% via Rice Group Ltd. | |
| Irwin Cunnie Loud | Chief Investment Officer | May 1999 (27y) | 10% – 25% | |
| Zuckerberg, Roy, Jay | Member Preferred | Nov 2002 (24y) | 5% – 10% | |
| Tokarz, Michael, Theodore | Member Preferred | May 2003 (23y) | 10% – 25% | |
| Nanni, Anthony, Isaac | Chief Compliance Officer / Director Of Finance | Jan 2021 (6y) | Less than 5% | |
| Alfred Demetri Sharp | Registered representative | Aug 2008 (18y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rice Group Ltd. | Member Common | Jul 1999 | A | 25% – 50% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Andre Rice: 75% – 100% of Rice Group Ltd. × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (10, $1.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| M2 Ny Pioneer Fund Iii, L.P. | Private Equity Fund | $310M | $100M | 2 |
| Calstrs M2 Private Equity Fund Of Funds Iii, Lp | Private Equity Fund | $281M | $100M | 2 |
| M2 Ny Pioneer Fund Ii, L.P. | Private Equity Fund | $265M | $100M | 2 |
| M2 Ny Pioneer Fund, L.P. | Private Equity Fund | $163M | $100M | 2 |
| M2 Surs Emerging Private Equity Fund Of Funds, L.P. | Private Equity Fund | $130M | $50.0K | 2 |
| Calstrs M2 Private Equity Fund Of Funds Iv, Lp | Private Equity Fund | $124M | $100M | 2 |
| M2 Private Equity Fund Of Funds Ii, L.P. | Private Equity Fund | $81.5M | $10.0M | 1 |
| Freeman Ct Horizon Investment Fund, Llc | Private Equity Fund | $64.8M | $50.0M | 2 |
| M2 Connecticut Emerging Private Equity Fund Of Funds, L.P. | Private Equity Fund | $14.7M | $50.0M | 2 |
| Ct Legacy Fund, L.P. | Private Equity Fund | $3.9M | $15.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 4.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • 5% CARRIED INTEREST IN ADVISORY CLIENTS
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗