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Monroe Capital Management Advisors LLC

● SEC registered since 2012CRD 157073SEC# 801-74559Chicago, IL
Export (members)
Ranks #587 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$18.56B
Fund GAV
$18.03B
Private funds
49
Employees
282
Accounts
90
Location
Chicago, IL

Monroe Capital Management Advisors LLC assets under management

Monroe Capital Management Advisors LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2012. It reports $18.6 billion in regulatory assets under management and employs 282 people. Monroe Capital Management Advisors LLC manages 49 private funds with combined gross assets of $18 billion, including Monroe Capital Private Credit Master Fund IV Scsp. By regulatory assets, it ranks 587 of 6,004 private fund managers.

Monroe Capital Management Advisors LLC private funds

49 funds · $18.03B GAV
FundTypeGross assetsMin.
Monroe Capital Private Credit Master Fund IV ScspOther Private$1.63B$5M
Monroe Private Credit Fund a, LPOther Private$1.62B
Monroe Capital Private Credit Master Fund V (unleveraged) Scsp Sicav-RaifOther Private$1.48B$5M
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Monroe Capital Management 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 Management Advisors LLC manage?

Monroe Capital Management Advisors LLC reports $18.6 billion in regulatory assets under management on its Form ADV.

How many private funds does Monroe Capital Management Advisors LLC manage?

Monroe Capital Management Advisors LLC manages 49 private funds with combined gross assets of $18 billion.

How many employees does Monroe Capital Management Advisors LLC have?

Monroe Capital Management Advisors LLC reports 282 employees.

Where is Monroe Capital Management Advisors LLC located?

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

Does Monroe Capital Management Advisors LLC disclose fund performance?

Monroe Capital Management 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. - 5:00 p.m. (Cst)
SEC regionChicago Regional Office (CHRO)
CIK1593177
Umbrella registrationYes
Discloses disciplinary historyYes

Regulatory AUM

$18.56B▲ 16%
Mar '25 — $16.03BApr '25 — $16.03BMay '25 — $16.03BJun '25 — $16.03BJul '25 — $16.03BAug '25 — $16.03BSep '25 — $16.03BOct '25 — $16.03BNov '25 — $16.03BDec '25 — $16.03BJan '26 — $16.03BFeb '26 — $16.03BMar '26 — $18.56BApr '26 — $18.56BMay '26 — $18.56BJun '26 — $18.56B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
AUM vs fund managersTop 10%
Larger than 90% of 6,004 private-fund managers
Number of fundsTop 4%
More funds than 96% of fund managers
EmployeesTop 3%
More than 97% of 16,825 advisers

Assets under management

$18.56Bregulatory AUM
Discretionary $18.56B

Fund type mix

Other Private30
Securitized Asset19