Muller & Monroe Asset Management,LLC is a large advisory firm based in Chicago. It manages $922.45 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Illinois.
Muller & Monroe Asset Management provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Muller & Monroe Asset Management,LLC is $922.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 223% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Muller & Monroe Asset Management,LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Muller & Monroe Asset Management is pooled investment vehicles with 8 clients and $922.45 million of assets under management. Among the 11 most similar advisory firms, Muller & Monroe Asset Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $922.45 million for 8 clients. None of the firm’s clients are foreign persons or businesses.
Muller & Monroe Asset Management also advises several private funds. Namely, eight private equity funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $100,000,000.
The company employs 16 people that are either part- or full-time employees. 50 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.
Irwin Cunnie Loud has served as the Chief Investment Officer since 1 May 1999 and Andre Rice is the Chief Executive Officer of Muller & Monroe Asset Management,LLC family office. Shannon Lorraine Warland joined the executive team most recently as the Chief Compliance Officer/Cao.
The principal office where Muller & Monroe Asset Management,LLC performs its advisory services is located at 180 N. Stetson Avenue, Chicago, IL 60601 6820, 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 312-782-7771 or by fax 312-782-9290. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at m2am.com/.