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MULLER & MONROE ASSET MANAGEMENT,LLC
CRD 132073File 801-69275
APPROVED
Custody
Filing as of Jul 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.67B
Top 25% of cohort (national)
Discretionary AUM
$1.67B
Clients
9
9 accounts
Employees
17
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 3, 2008
- Principal office
- 180 N. STETSON AVENUE, SUITE 1320, CHICAGO, IL, 60601-6820
- Phone
- 312-782-7771
- Website
- HTTP://WWW.M2AM.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.67B
- Discretionary AUM
- $1.67B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9
- Non-discretionary accounts
- 0
- Total accounts
- 9
- AUM per client
- $185.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $1.67B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — 5% CARRIED INTEREST IN ADVISORY CLIENTS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | AUM | $1,625,336,613 | $1,670,117,549 | increased by$44,780,936 |
| Apr 1, 2026 | Employees | 18 | 17 | decreased by1 |
| Apr 1, 2026 | Clients | 5 | 9 | increased by4 |
| Apr 1, 2026 | AUM | $1,523,579,042 | $1,625,336,613 | increased by$101,757,571 |
| Apr 1, 2026 | Accounts | 10 | 9 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,490,627,878 | $1,523,579,042 | increased by$32,951,164 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 18 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8 | 5 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,287,776,589 | $1,490,627,878 | increased by$202,851,289 |
| Jul 1, 2022 | AUM | $1,203,931,984 | $1,287,776,589 | increased by$83,844,605 |
| Apr 1, 2022 | Employees | 13 | 17 | increased by4 |
| Apr 1, 2022 | AUM | $1,170,290,367 | $1,203,931,984 | increased by$33,641,617 |
| Apr 1, 2022 | Accounts | 9 | 10 | increased by1 |
| Jul 1, 2021 | AUM | $1,091,217,161 | $1,170,290,367 | increased by$79,073,206 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MULLER MONROE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MULLER MONROE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.