SourcingSourcing

MONROE CAPITAL MANAGEMENT ADVISORS LLC

C22
CRD 157073·SEC 801-74559·CHICAGO, IL
AUM
$18.56B
$1B+
Est. Revenue
$185.6M
@ 1% on AUM
Est. EBITDA
$55.7M
@ 30% margin
Est. Deal Value
$445.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MONROE CAPITAL MANAGEMENT ADVISORS LLC
CRD
157073
SEC file #
801-74559
EIN
981815882
DBA names
—

Economics

AUM
$18.56B
AUM band
$1B+
AUM trajectory
'20'26
$8.09B → $18.56B▲ +129%
Client mix
Pooled Investment Vehicles88
Corporations2

Operations

Employees (total)
282
Advisory staff (per ADV)
79
Advisory staff (5-yr trend)
'20'26
54 advisors → 79 advisors▲ +46%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
twitter.com/monroecap(social)

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MONROE CAPITAL INTERMEDIATE
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
MONROE CAPITAL INTERMEDIATE
ARONSON, THOMAS, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
533,471
Form 5500 Compensation Trajectory 3y
2025533,471
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
533,471
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0002054853
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2025-02-21
Edgar Last Filing Date
2025-10-03
Edgar Form D Count
1
Edgar Form D Offerings
2025-02-212025-02-21 · 0000897069-25-000361

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank136
E*trade4
Edgar Addresses
Mailing
155 NORTH WACKER DRIVEFLOOR 35CHICAGO, IL 60606
Business
155 NORTH WACKER DRIVEFLOOR 35CHICAGO, IL 60606
Edgar EIN
981815882
Edgar Recent Filings
40-APP/A2025-10-03 · 0001104659-25-096236
40-APP/A2025-08-06 · 0001104659-25-074426
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (8)

8
ARONSON, THOMAS, CHARLES
Executive Officer · 2.5%
6033678
EGAN, MICHAEL, JOHN
Executive Officer · 2.5%
6033669
KOENIG, THEODORE, LEON
Executive Officer · 2.5%
5911066
UDDIN, ZIA, NMN
Executive Officer · 2.5%
4805211
CASSADY, JAMES, MOUNTZ
Executive Officer · 2.5%
5793233
GRUSZKA, PETER, TOTON
Executive Officer · 2.5%
7520813
HOLINSKY, RONALD, ALAN
Executive Officer · 2.5%
4867461
MARIENAU, SCOTT, ANDREW
Executive Officer · 2.5%
5960505