MUZINICH & CO., INC.
C27
CRD 22998·SEC 801-39604·NEW YORK, NY
AUM
$31.27B
$1B+
Est. Revenue
$312.7M
@ 1% on AUM
Est. EBITDA
$93.8M
@ 30% margin
Est. Deal Value
$750.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $27.02B
'21 · $34.19B
'22 · $35.75B
'23 · $38.61B
'25 · $27.31B
'26 · $31.27B
'20'26
$27.02B → $31.27B▲ +16%
Client mix
| Pooled Investment Vehicles | 42 |
| Insurance Companies | 20 |
| Pension Profit Sharing Plans | 9 |
| Investment Companies | 6 |
Operations
Advisory staff (5-yr trend)
'20 · 49 advisors
'21 · 53 advisors
'22 · 58 advisors
'23 · 51 advisors
'25 · 68 advisors
'26 · 67 advisors
'20'26
49 advisors → 67 advisors▲ +37%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.