Muzinich & Co., INC.
New York, NY·SEC-registered · CRD #22998
Muzinich & Co., INC. is an SEC-registered investment advisory firm in New York, NY managing $31B across 85 client accounts, with 67 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$31B
Client accounts
85
Advisory staff
67
Fee model
Fee-only
How Muzinich & Co., INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Muzinich & Co., INC.
How much does Muzinich & Co., INC. manage?
Per its most recent SEC Form ADV filing (06/16/2026), Muzinich & Co., INC. reports $31B in regulatory assets under management across roughly 85 client accounts.
How does Muzinich & Co., INC. charge?
Muzinich & Co., INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Muzinich & Co., INC. a fiduciary?
Yes. Muzinich & Co., INC. is registered with the U.S. Securities and Exchange Commission (CRD #22998), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Muzinich & Co., INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Muzinich & Co., INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Muzinich & Co., INC.'s public SEC Form ADV filing (CRD #22998, filed 06/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Muzinich & Co., INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Muzinich & Co., INC.? Claim this profile.