MONROE CAPITAL MANAGEMENT ADVISORS LLC

CRD 157073File 801-74559

APPROVED

Custody

Disclosure events

Filing as of Mar 27, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$18.56B

Top 10% of cohort (national)

Discretionary AUM

$18.56B

Clients

90 accounts

Employees

282

Top 10% of cohort in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Mar 22, 2012
Principal office: 155 N WACKER DRIVE, 35TH FLOOR, CHICAGO, IL, 60606-1701
Phone: (312) 258-8300
Website: https://www.monroecap.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $18.56B
Discretionary AUM: $18.56B
Non-discretionary AUM: $0
Discretionary accounts: 90
Non-discretionary accounts: 0
Total accounts: 90
AUM per client: $206.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	2	$358.1M
Pooled investment vehicles	88	$18.20B

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
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 11

Q11
Q11C1
Q11C2
Q11C4
Q11C5

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	239	282	increased by43
Apr 1, 2026	Clients	82	90	increased by8
Apr 1, 2026	AUM	$16,027,357,297	$18,555,608,314	increased by$2,528,251,017
Apr 1, 2026	Accounts	82	90	increased by8
May 1, 2025 vs Oct 1, 2022	Employees	156	239	increased by83
May 1, 2025 vs Oct 1, 2022	Disclosures	No	Yes
May 1, 2025 vs Oct 1, 2022	Clients	63	82	increased by19
May 1, 2025 vs Oct 1, 2022	AUM	$14,482,371,508	$16,027,357,297	increased by$1,544,985,789
May 1, 2025 vs Oct 1, 2022	Accounts	63	82	increased by19
Apr 1, 2022	Employees	132	156	increased by24
Apr 1, 2022	Clients	51	63	increased by12
Apr 1, 2022	AUM	$9,973,968,039	$14,482,371,508	increased by$4,508,403,469
Apr 1, 2022	Accounts	51	63	increased by12
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 “MONROE CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MONROE CAPITAL” 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.