Muzinich & Co., Inc.
- Regulatory AUM
- $31.3B
- Discretionary
- $31.3B
- Clients
- 77
- Avg AUM / client
- $406M
- Accounts
- 85
- Employees
- 110
AUM over time
Annual snapshots from Form ADV filings · as of Jun 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $175M | 0.56% |
| Banking or thrift institutions | Fewer than 5 clients | $215M | 0.69% |
| Investment companies | 6 | $1.9B | 6.12% |
| Pooled investment vehicles (non-investment companies) | 42 | $23.8B | 76.1% |
| Pension and profit sharing plans | 9 | $1.5B | 4.69% |
| Charitable organizations | Fewer than 5 clients | $1.0B | 3.26% |
| Insurance companies | 20 | $2.7B | 8.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Abb Inc. Pension Plan Of Fischer & Porter Company Abb Inc. | 2024 |
People (12)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Muzinich, George, Milan | Executive Chairman, Director & Shareholder | Jul 1988 (38y) | 75% or more | |
| Ludwig, Michael | Co Chief Financial Officer & Director | Sep 2003 (23y) | Less than 5% | |
| Clark, Mark, William | Co Chief Financial Officer | Apr 2007 (19y) | Less than 5% | |
| Rivkin, Cheryl, Obedin | Chief Administrative Officer & Director, Compliance & Director | Oct 2012 (14y) | Less than 5% | |
| Fehre, Paul, Frederick | Chief Operating Officer & Director | Jun 2014 (12y) | Less than 5% | |
| Kaufman, Adam, Kyle | Chief Legal Officer & Director | Mar 2016 (10y) | Less than 5% | |
| Kreinik, Steven, Marc | Chief Compliance Officer | Mar 2016 (10y) | Less than 5% | |
| Halperin, Alan | Trustee | May 2017 (9y) | GP / trustee / elected manager of 2008 Muzinich Family Trust (indirect) | |
| Tom, Fenton, Charles | Head Of Strategy And Human Capital & Director | May 2018 (8y) | Less than 5% | |
| Baker, Annmarie, Theresa | Director | Mar 2019 (7y) | Less than 5% | |
| Muzinich, Justin, George | Trustee | Mar 2021 (5y) | Less than 5% | |
| Stanger, Nancy, Michelle | Trustee | Jun 2021 (5y) | GP / trustee / elected manager of Gm Trust G (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 2008 Muzinich Family Trust | Shareholder | Dec 2008 | A | 10% – 25% |
| Muzinich 2011 Gst Exempt Family Trust | Shareholder | Apr 2011 | A | 10% – 25% |
| Gm Trust G | Shareholder | Aug 2021 | A | 10% – 25% |
| Gm Trust A | Shareholder | Aug 2021 | A | 10% – 25% |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Abb Inc. Pension Plan Of Fischer & Porter Company | Abb Inc. | 7 | $31.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 2.5 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 individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Hsbc Securities Services $1.3B (4% of AUM) Jun 2026
- Zürcher Kantonalbank $748M (2% of AUM) Jun 2026
- Caceis $739M (2% of AUM) Nov 2020
- Bnp Client Services International $619M (2% of AUM) Sep 2022
- National Australia Bank Limited $608M (2% of AUM) Nov 2021
- State Street $551M (2% of AUM) Aug 2023
- Bnp Paribas $547M (2% of AUM) Jun 2025
- Landesbank Baden Württemberg $511M (2% of AUM) Aug 2023
- J.P. Morgan $380M (1% of AUM) May 2018
- BNY Mellon $291M (1% of AUM) Jun 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 16, 2026.
View current Form ADV (SEC/IAPD) ↗