SEC-Registered Investment Adviser
Monroe Capital Management Advisors LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 27, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- March 22, 2012
- Principal office
- 155 N Wacker Drive, 35th Floor, Chicago, IL 60606-1701
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Umbrella registration
- Yes, 6 relying advisers
- Other offices
- 6
Scale
- Regulatory AUM
- $18.6B
- Attributable to non-US clients
- $11.8B
- Accounts
- 90
- Clients
- 0
- Employees
- 282, 79 in advisory roles
- Private funds advised
- 49
- Private fund gross assets
- $18.0B
- Fund types
- 30 other private funds
- Funds with Form D records
- 10 issuers in AltStreet's ledger, $2.3B reported sold across them
- Client assets in custody
- $12.9B (70 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- pooled investment vehicles (88); corporations or other businesses (2)
- Also engaged as
- commodity pool operator or commodity trading advisor
- Related persons include
- another investment adviser, a commodity pool operator or commodity trading advisor and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 2 investment advisers
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- SEC or CFTC finding of a false statement or omission (Item 11C(1))
- SEC or CFTC finding of a violation of regulations or statutes (Item 11C(2))
- SEC or CFTC order against the firm or an affiliate (Item 11C(4))
- SEC or CFTC civil money penalty or cease-and-desist (Item 11C(5))
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.