Monroe Capital Bdc Advisors, Llc
- Regulatory AUM
- $6.7B
- Discretionary
- $6.7B
- Clients
- 3
- Avg AUM / client
- $2.2B
- Accounts
- 3
- Employees
- 101
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Business development companies | 3 | $6.7B | 100.0% |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Koenig, Theodore, Leon | Managing Member Chief Executive Officer | Feb 2007 (20y) | Less than 5% | |
| Aronson, Thomas, Charles | Vice Chairman And Head Of Originations | Mar 2007 (19y) | Less than 5% | |
| Egan, Michael, John | Vice Chairman And Chief Credit Officer | Mar 2007 (19y) | Less than 5% | |
| Gruszka, Peter, Toton | General Counsel | Oct 2016 (10y) | Less than 5% | |
| Cassady, James, Mountz | Chief Operating Officer | Feb 2021 (6y) | Less than 5% | |
| Marienau, Scott, Andrew | Chief Financial Officer | Feb 2021 (6y) | Less than 5% | |
| Uddin, Zia, Nmn | President | Oct 2021 (5y) | Less than 5% | |
| Gregory, Kristan, Renee | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Monroe Capital Investment Holdings, L.P. | Sole Managing Member | Feb 2021 | A | 75% or more |
| Monroe Management Holdco, Llc | General Partner | Feb 2021 | B | ≈ 56.25% – 100% via Monroe Capital Investment Holdings, L.P. |
| Msdj Trust | Member | Feb 2007 | B | ≈ 14.06% – 50% via Monroe Management Holdco, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Monroe Management Holdco, Llc: 75% – 100% of Monroe Capital Investment Holdings, L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Msdj Trust: 25% – 50% of Monroe Management Holdco, Llc × 75% – 100% of Monroe Capital Investment Holdings, L.P. × 75% – 100% direct ≈ 14.06% – 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.07 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
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗