MUZINICH & CO., INC.

CRD 22998 · SEC 801-39604

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450 PARK AVE, NEW YORK, NY, 10022-2692, United States

Phone

212-888-3413

Fax

212-888-4368

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$31.27B

Discretionary AUM

$31.27B

Team

110 total employees; 67 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-06-16

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Investment companies	6	$1.91B
Pooled investment vehicles	42	$23.79B
Pension/profit sharing plans	9	$1.47B
Insurance companies	20	$2.69B

States served

NY, FL

All web addresses on file

HTTP://WWW.MUZINICH.COM
HTTP://WWW.MUZINICHUSFUNDS.COM/
https://www.linkedin.com/company/muzinich-co

Official SEC filing: View on IAPD