Asset ManagerRIA · CRD 157073SEC-RegisteredPrivate Fund Adviser

Updated:

Monroe Capital

Monroe Capital is an SEC-registered investment adviser in Chicago, IL, registered since 2012. The firm manages approximately $18.6 billion in assets.

Monroe Capital

Monroe Capital is an SEC-registered investment adviser in Chicago, IL, registered since 2012. The firm manages approximately $18.6 billion in assets. It has 282 employees and 79 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Chicago

Corporate office

1 Ford's Colony Drive, Suite 100, Williamsburg, VA 23188, United States

Additional offices

Campbell · Chicago · Orlando · Lake Oswego · San Diego · La Jolla

Sector focus

Real EstatePrivate Credit

Frequently asked questions

How does Monroe Capital structure its investment process?

Monroe Capital builds customized portfolios for each client, avoiding model-based allocations. The firm uses an open-architecture platform with no proprietary products, selecting third-party strategies across equities, fixed income, and alternative investments. Portfolio construction is tailored to the complex needs of high-net-worth investors rather than applied from a standard template.

What is Monroe Capital's known posture on co-investments alongside external GPs?

Monroe Capital has not disclosed any co-investment program. The firm's public materials focus on advisory and asset management relationships, and it does not advertise direct deal participation, SPVs, or club structures alongside external general partners.

Which sectors does Monroe Capital explicitly avoid?

Monroe Capital has not published a negative list or explicit sector-avoidance policy. Its investment philosophy prioritizes time-proven strategies and customized allocations, but there is no public record of hard exclusions for any asset class or industry.

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