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Monroe Capital BDC Advisors, LLC

● SEC registered since 2012CRD 165657SEC# 801-77229Chicago, IL
Export (members)
Reg. AUM
$6.71B
Employees
101
Accounts
3
Location
Chicago, IL

Monroe Capital BDC Advisors, LLC assets under management

Monroe Capital BDC Advisors, LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2012. It reports $6.7 billion in regulatory assets under management and employs 101 people.

Monroe Capital BDC Advisors, LLC owners & executives

14 reported
NameTitleOwnershipSince
James Mountz CassadyChief Operating OfficerUnder 5%2021
Michael John Egan ControlChief Credit OfficerUnder 5%2007
Monroe Capital Intermediate Holdings, LLC ControlSole Managing MemberOver 75%2025
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Frequently asked questions

How much does Monroe Capital BDC Advisors, LLC manage?

Monroe Capital BDC Advisors, LLC reports $6.7 billion in regulatory assets under management on its Form ADV.

How many employees does Monroe Capital BDC Advisors, LLC have?

Monroe Capital BDC Advisors, LLC reports 101 employees.

Where is Monroe Capital BDC Advisors, LLC located?

Monroe Capital BDC Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2012.

Does Monroe Capital BDC Advisors, LLC disclose fund performance?

Monroe Capital BDC Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address155 N Wacker Drive, 35th Floor, Chicago, IL 60606-1701
Phone(312) 258-8300
Fax(312) 258-8350
Office hours9:00 a.m. To 5:00 p.m. (Cst)
SEC regionChicago Regional Office (CHRO)
CIK1523665
Discloses disciplinary historyNo

Regulatory AUM

$6.71B▲ 40%
Mar '25 — $4.8BApr '25 — $4.8BMay '25 — $4.8BJun '25 — $4.8BJul '25 — $4.8BAug '25 — $4.8BSep '25 — $4.8BOct '25 — $4.8BNov '25 — $4.8BDec '25 — $4.8BJan '26 — $4.8BFeb '26 — $4.8BMar '26 — $6.71BApr '26 — $6.71BMay '26 — $6.71BJun '26 — $6.71B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers

Assets under management

$6.71Bregulatory AUM
Discretionary $6.71B