SourcingSourcing

MUZINICH DIRECT LENDING ADVISER, LLC

B54
CRD 327891·SEC 801-128654·NEW YORK, NY
AUM
$98.0M
$25M-$100M
Est. Revenue
$980K
@ 1% on AUM
Est. EBITDA
$294K
@ 30% margin
Est. Deal Value
$2.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MUZINICH DIRECT LENDING ADVISER, LLC
CRD
327891
SEC file #
801-128654
EIN
—
DBA names
—

Economics

AUM
$98.0M
AUM band
$25M-$100M
AUM trajectory
'25'26
$101.1M → $98.0M▼ -3%
Client mix
Business Devel Companies1

Operations

Employees (total)
48
Advisory staff (per ADV)
26
Advisory staff (5-yr trend)
'25'26
27 advisors → 26 advisors▼ -4%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
muzinich.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MUZINICH & CO., INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
MUZINICH & CO., INC.
FEHRE, PAUL, FREDERICK
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
ok
Rdap Domain
MUZINICH.COM
Rdap Domain Creation Date
1999-02-05T05:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001985375
Edgar Registered
Yes
Edgar Filing Count
61
Edgar First Filing Date
2023-07-17
Edgar Last Filing Date
2026-05-13
Edgar Form D Count
2
Edgar Form D Offerings
2025-07-292025-07-29 · 0001158649-25-000007
2024-01-312024-01-31 · 0000945621-24-000142
Edgar Xbrl Assets Latest
Value Usd98,041,169
Fiscal Year End2025-12-31
Edgar Former Names
Muzinich Direct Lending Income Fund, Inc.

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Edgar Addresses
Mailing
450 PARK AVENUENEW YORK, NY 10022
Business
450 PARK AVENUENEW YORK, NY 10022
Edgar EIN
000000000
Edgar Recent Filings
10-Q2026-05-13 · 0001213900-26-055932
8-K/A2026-05-07 · 0001213900-26-053209
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-05T05:00:00Z
Rdap Domain Last Changed
2025-01-04T09:25:21Z
Rdap Nameservers
Jean.ns.cloudflare.comThomas.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
22998
Trust Company Affiliate
Yes

People (9)

9
MUZINICH & CO., INC.
Direct Owner · 87.5%
22998
FEHRE, PAUL, FREDERICK
Executive Officer · 2.5%
6424683
KAUFMAN, ADAM, KYLE
Executive Officer · 2.5%
5914346
LUDWIG, MICHAEL
Executive Officer · 2.5%
4988562
MUZINICH, GEORGE, MILAN
Executive Officer · 2.5%
1248009
MUZINICH, JUSTIN, GEORGE
Executive Officer · 2.5%
4436813
RIVKIN, CHERYL, OBEDIN
Executive Officer · 2.5%
4882098
TOM, FENTON, CHARLES
Executive Officer · 2.5%
1905420
GALEA, FRANK, ROBERT
Executive Officer · 2.5%
2406624