Muzinich Bdc Adviser, Llc
- Regulatory AUM
- $221M
- Discretionary
- $221M
- Clients
- 1
- Avg AUM / client
- $221M
- Accounts
- 1
- Employees
- 25
AUM over time
Annual snapshots from Form ADV filings · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Business development companies | 1 | $221M | 100.0% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Muzinich, George, Milan | Executive Chairman | Jul 1988 (38y) | ≈ 37.5% – 75% via Muzinich & Co., Inc. | |
| Clark, Mark, William | Co Chief Financial Officer | Jun 2019 (7y) | Less than 5% | |
| Fehre, Paul, Frederick | Chief Operating Officer | Jun 2019 (7y) | Less than 5% | |
| Rizzo, Carl, Marion | Chief Compliance Officer | Jun 2019 (7y) | Less than 5% | |
| Ludwig, Michael | Co Chief Financial Officer | Jan 2023 (4y) | Less than 5% | |
| Rivkin, Cheryl, Obedin | Chief Administrative Officer | Jan 2023 (4y) | Less than 5% | |
| Muzinich, Justin, George | Chief Executive Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Muzinich & Co., Inc. | Managing Member | Jun 2019 | A | 50% – 75% |
| Muzinich Us Private Debt Adviser Participation Holdings, Llc | Member | Aug 2019 | A | 10% – 25% |
| Muzinich Us Private Debt Adviser Participation, Scsp | Member | Aug 2019 | B | ≈ 7.5% – 25% via Muzinich Us Private Debt Adviser Participation Holdings, Llc |
| Muzinich & Co Limited | Shareholder | Jul 2019 | B | 75% or more of Muzinich Us Private Debt General Partner S.A.R.L. (indirect) |
| Muzinich Us Private Debt General Partner S.A.R.L. | Managing General Partner | Jul 2019 | B | GP / trustee / elected manager of Muzinich Us Private Debt Adviser Participation, Scsp (indirect) |
| Muzinich & Co., Inc. | Manager | Aug 2019 | B | GP / trustee / elected manager of Muzinich Us Private Debt Adviser Participation Holdings, Llc (indirect) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Muzinich, George, Milan: 75% – 100% of Muzinich & Co., Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Muzinich Us Private Debt Adviser Participation, Scsp: 75% – 100% of Muzinich Us Private Debt Adviser Participation Holdings, Llc × 10% – 25% direct ≈ 7.5% – 25% 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) | 06/17/2026 | 2.17 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: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗