Overview
Assets Under Management: $28.1 billion
Headquarters: NEW YORK, NY
Frequently Asked Questions
MUZINICH & CO., INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #22998), MUZINICH & CO., INC. is subject to fiduciary duty under federal law.
MUZINICH & CO., INC. is headquartered in NEW YORK, NY.
According to their SEC Form ADV, MUZINICH & CO., INC. offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
MUZINICH & CO., INC. manages $28.1 billion in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, MUZINICH & CO., INC. serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.58
Total Client Accounts: 86
Discretionary Accounts: 86
Regulatory Filings
CRD Number: 22998
Last Filing Date: 2025-02-24 00:00:00
Website: https://muzinich.com