Monroe Capital Bdc Advisors, LLC (Chicago)
Monroe Capital Bdc Advisors, LLC is an investment adviser to a business development company based in Chicago. It manages $579.83 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Illinois.
Monroe Capital Bdc Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Monroe Capital Bdc Advisors: assets under management
The assets under management (AUM) of Monroe Capital Bdc Advisors, LLC is $579.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 316% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Monroe Capital Bdc Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Theodore L Koenig serves?
The only and largest group of clients of Theodore L Koenig is business development companies with 2 clients and $579.83 million of assets under management. Among the 6 most similar advisory firms, Monroe Capital Bdc Advisors has the highest percentage of business development companies out of all clients.
The amount of regulatory assets under management is $579.83 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Monroe Capital Bdc Advisors doesn't advise any private funds.
Careers at Monroe Capital Bdc Advisors, LLC
The company employs 8 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Theodore L Koenig has been acting as President since 1 Feb 2011. David H Jacobson joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Chicago
The principal office where Monroe Capital Bdc Advisors, LLC performs its advisory services is located at 311 South Wacker Drive, Chicago, IL 60606 6710, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (312) 258-8300 or by fax (312) 258-8350. The normal business hours are 9:00 am to 5:00 pm (cst) on Monday - Friday. You can find more information about the New York firm at monroecapitalbdc.com/.
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