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MUZINICH & CO., INC.
CRD 22998File 801-39604
APPROVED
Custody
Filing as of Jun 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$31.27B
Top 10% of cohort (national)
Discretionary AUM
$31.27B
Clients
77
85 accounts
Employees
110
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 16, 1991
- Principal office
- 450 PARK AVE, NEW YORK, NY, 10022-2692
- Phone
- 212-888-3413
- Website
- HTTP://WWW.MUZINICH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $31.27B
- Discretionary AUM
- $31.27B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 85
- Non-discretionary accounts
- 0
- Total accounts
- 85
- AUM per client
- $406.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 20 | $2.69B |
| Investment companies | 6 | $1.91B |
| Charitable organizations | Fewer than 5 | $1.02B |
| High net worth individuals | Fewer than 5 | $175.3M |
| Pooled investment vehicles | 42 | $23.79B |
| Banking or thrift institutions | Fewer than 5 | $215.3M |
| Pension and profit sharing plans | 9 | $1.47B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 111 | 110 | decreased by1 |
| Apr 1, 2026 | Clients | 78 | 77 | decreased by1 |
| Apr 1, 2026 | AUM | $27,307,604,763 | $31,272,318,638 | increased by$3,964,713,875 |
| Apr 1, 2026 | Accounts | 87 | 85 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 102 | 111 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 91 | 78 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $38,613,017,961 | $27,307,604,763 | decreased by$11,305,413,198 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 94 | 87 | decreased by7 |
| Apr 1, 2022 | Employees | 101 | 102 | increased by1 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 95 | 91 | decreased by4 |
| Apr 1, 2022 | AUM | $35,752,020,480 | $38,613,017,961 | increased by$2,860,997,481 |
| Apr 1, 2022 | Accounts | 99 | 94 | decreased by5 |
| 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 “MUZINICH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MUZINICH” 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.