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Muller & Monroe Asset Management,llc

● SEC registered since 2008CRD 132073SEC# 801-69275Chicago, IL
Export (members)
Ranks #2,396 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$1.67B
Fund GAV
$1.67B
Private funds
9
Employees
17
Accounts
9
Location
Chicago, IL

Muller & Monroe Asset Management,llc assets under management

Muller & Monroe Asset Management,llc is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2008. It reports $1.7 billion in regulatory assets under management and employs 17 people. Muller & Monroe Asset Management,llc manages 9 private funds with combined gross assets of $1.7 billion, including M2 Ny Pioneer Fund III, L.P. By regulatory assets, it ranks 2,396 of 6,030 private fund managers.

Muller & Monroe Asset Management,llc private funds

9 funds · $1.67B GAV
FundTypeGross assetsMin.
M2 Ny Pioneer Fund III, L.P.Private Equity$483.4M$100M
M2 Ny Pioneer Fund II, L.P.Private Equity$295M$100M
Calstrs-M2 Private Equity Fund-Of-Funds III, LPPrivate Equity$289.5M$100M
Calstrs-M2 Private Equity Fund-Of-Funds IV, LPPrivate Equity$252.2M$100M
M2-Surs Emerging Private Equity Fund-Of-Funds, L.P.Private Equity$112M$100M
M2 Ny Pioneer Fund, L.P.Private Equity$90.7M$100M
Freeman Ct Horizon Investment Fund, LLCPrivate Equity$69.6M$50M
M2 Private Equity Fund-Of-Funds II, L.P.Private Equity$48.1M$10M
M2 Libertas Private Equity Fund of Funds, L.P.Private Equity$29.7M$5M

Muller & Monroe Asset Management,llc owners & executives

7 reported
NameTitleOwnershipSince
Andre Rice ControlChief Executive OfficerUnder 5%1999
Anthony Isaac NanniChief Compliance Officer / Director Of FinanceUnder 5%2021
Irwin Cunnie Loud ControlChief Investment Officer10-25%1999
Michael Theodore TokarzMember - Preferred10-25%2003
Rice Group LLC. ControlMember - Common25-50%1999
Roy Jay ZuckerbergMember - Preferred5-10%2002
Andre Rice ControlManager/MemberOver 75%1986

Frequently asked questions

How much does Muller & Monroe Asset Management,llc manage?

Muller & Monroe Asset Management,llc reports $1.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Muller & Monroe Asset Management,llc manage?

Muller & Monroe Asset Management,llc manages 9 private funds with combined gross assets of $1.7 billion.

How many employees does Muller & Monroe Asset Management,llc have?

Muller & Monroe Asset Management,llc reports 17 employees.

Where is Muller & Monroe Asset Management,llc located?

Muller & Monroe Asset Management,llc is based in Chicago, IL and has been SEC-registered since 2008.

Does Muller & Monroe Asset Management,llc disclose fund performance?

Muller & Monroe Asset Management,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address180 N. Stetson Avenue, Suite 1320, Chicago, IL 60601-6820
Phone312-782-7771
Office hours8:30 a.m. - 5:30 p.m.
SEC regionChicago Regional Office (CHRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$1.67B▲ 12%
Mar '25 — $1.49BApr '25 — $1.49BMay '25 — $1.49BJun '25 — $1.49BJul '25 — $1.52BAug '25 — $1.52BSep '25 — $1.52BOct '25 — $1.52BNov '25 — $1.52BDec '25 — $1.52BJan '26 — $1.52BFeb '26 — $1.52BMar '26 — $1.63BApr '26 — $1.63BMay '26 — $1.63BJun '26 — $1.63BJul '26 — $1.67B
Mar '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 25%
Larger than 75% of 16,306 advisers
AUM vs fund managersTop 40%
Larger than 60% of 6,030 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 28%
More than 72% of 16,824 advisers

Assets under management

$1.67Bregulatory AUM
Discretionary $1.67B

Service providers

Auditor