SourcingSourcing

MONROE CAPITAL BDC ADVISORS, LLC

C22
CRD 165657·SEC 801-77229·CHICAGO, IL
AUM
$6.71B
$1B+
Est. Revenue
$67.1M
@ 1% on AUM
Est. EBITDA
$20.1M
@ 30% margin
Est. Deal Value
$160.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MONROE CAPITAL BDC ADVISORS, LLC
CRD
165657
SEC file #
801-77229
EIN
—
DBA names
—

Economics

AUM
$6.71B
AUM band
$1B+
AUM trajectory
'20'26
$579.8M → $6.71B▲ +1056%
Client mix
Business Devel Companies3

Operations

Employees (total)
101
Advisory staff (per ADV)
21
Advisory staff (5-yr trend)
'20'26
5 advisors → 21 advisors▲ +320%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/monroe-capital(social)

Compliance

Disclosures (firm)
0
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
fallback_guess:monroebdc.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
E*trade4
U.s. Bank2
Firm Has Custody
No
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