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Private equityFirmbuyout · probablemiddle market

Muller & Monroe Asset Management,llc

Private Equity

Chicago, IL

Muller & Monroe Investments

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Search this name across graphsid dfx:pe:c06f6ab6-948b-4032-9ad2-0f33ea0f3120

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 17
On other graphs: 3
Observed: Sep 13, 2026 to Sep 15, 2026
32 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Muller & Monroe Asset Management,llc

Capital provider to sponsors · cited, shared crd

RIA / Wealth Managementidentity

MULLER & MONROE ASSET MANAGEMENT,LLC

Registered adviser · cited, shared crd

Allocatorsidentity

Muller & Monroe Asset Management,llc

Manager with allocator commitments · cited, shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 12
PE funds: 12
Vintages: 2014 to 2024
PE GAV, 2024 filing: $1.4Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $1.4B
Investments: 0
Active investments: 0
Size band: MIDDLE MARKETderivedproxy: $1.44bn Private Equity Fund GAV on the Form ADV filed 2024-07-12
Latest ADV filing: Jul 12, 2024
Employees (ADV): 18
Website: m2am.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Calstrs-M2 Private Equity Fund-Of-Funds IV, LP	2024	Unknown	Private Equity Fund	n/a	$124M	0
M2 NY Pioneer Fund III, L.P.	2022	Early deployment	Private Equity Fund	n/a	$310M	1
Freeman Ct Horizon Investment Fund, LLC	2020	Mature	Private Equity Fund	n/a	$64.8M	0
Calstrs-M2 Private Equity Fund-Of-Funds III, LP	2019	Successor fundraising	Private Equity Fund	n/a	$281M	1
M2 NY Pioneer Fund II, L.P.	2018	Mature	Private Equity Fund	n/a	$265M	1
M2-Surs Emerging Private Equity Fund-Of-Funds, L.P.	2017	Mature	Private Equity Fund	n/a	$130M	0
M2 Private Equity Fund-Of-Funds II, L.P.	2014	Harvest	Private Equity Fund	n/a	$81.5M	1
M2 Private Equity Fund-Of-Funds, L.P.	n/a	Wound down	Private Equity Fund	n/a	$0	0
CT Legacy Fund, L.P.	n/a	Harvest	Private Equity Fund	n/a	$3.9M	0
M2 NY Pioneer Fund, L.P.	n/a	Harvest	Private Equity Fund	n/a	$163M	2
M2-Connecticut Emerging Private Equity Fund-Of-Funds, L.P.	n/a	Harvest	Private Equity Fund	n/a	$14.7M	0
Illinois Private Equity Fund-Of-Funds, L.P.	n/a	Harvest	Private Equity Fund	n/a	$0	0

LP commitments

Limited partner	Fund	Commitment	Committed	Vintage
California State Teachers' Retirement System	Calstrs-M2 Private Equity Fund-Of-Funds III, LP	$250M	n/a	2018
California State Teachers' Retirement System	M2 Private Equity Fund-Of-Funds II, L.P.	$100M	n/a	2014
New York State Common Retirement Fund	M2 NY Pioneer Fund, L.P.	$240M	n/a	2011
New York State Common Retirement Fund	M2 NY Pioneer Fund II, L.P.	$200M	n/a	2017
New York State Common Retirement Fund	M2 NY Pioneer Fund III, L.P.	$150M	n/a	2021
New York State Common Retirement Fund	M2 NY Pioneer Fund, L.P.	$100M	n/a	n/a

Relationships

Employs (9)

→ Alfred D. SharpPersonManaging Director
factThe subject's own site
→ Anthony Isaac NanniPersonChief Compliance Officer / Director Of Finance
Jan 1, 2021 to presentfactForm ADV, The subject's own site
→ Jon PowellPersonSenior Advisor
factThe subject's own site
→ Gregg WalkerPersonManaging Director
factThe subject's own site
→ Irwin Cunnie LoudPersonChief Investment Officer
May 1, 1999 to presentfactForm ADV, The subject's own site
→ Andre RicePersonManager/Member
Nov 1, 1986 to presentfactForm ADV
→ Michael Theodore TokarzPersonMember - Preferred
May 1, 2003 to presentfactForm ADV
→ ROY Jay ZuckerbergPersonMember - Preferred
Nov 1, 2002 to presentfactForm ADV
→ Shannon Lorraine WarlandPersonChief Compliance Officer/Cao
Oct 1, 2004 to Mar 19, 2021inferenceForm ADV

Manages (12)

→ Freeman Ct Horizon Investment Fund, LLCFundPrivate Equity Fund
Mar 9, 2020 to presentfactForm ADV
→ M2 NY Pioneer Fund III, L.P.FundPrivate Equity Fund
Mar 28, 2022 to presentfactForm ADV
→ Calstrs-M2 Private Equity Fund-Of-Funds IV, LPFundPrivate Equity Fund
Mar 27, 2024 to presentfactForm ADV
→ Illinois Private Equity Fund-Of-Funds, L.P.FundPrivate Equity Fund
Mar 15, 2012 to presentfactForm ADV
→ M2 NY Pioneer Fund, L.P.FundPrivate Equity Fund
Mar 15, 2012 to presentfactForm ADV
→ M2 Private Equity Fund-Of-Funds, L.P.FundPrivate Equity Fund
Mar 15, 2012 to presentfactForm ADV
→ M2-Connecticut Emerging Private Equity Fund-Of-Funds, L.P.FundPrivate Equity Fund
Mar 15, 2012 to presentfactForm ADV
→ CT Legacy Fund, L.P.FundPrivate Equity Fund
Mar 15, 2012 to presentfactForm ADV
→ M2 Private Equity Fund-Of-Funds II, L.P.FundPrivate Equity Fund
Mar 25, 2014 to presentfactForm ADV
→ M2-Surs Emerging Private Equity Fund-Of-Funds, L.P.FundPrivate Equity Fund
Mar 28, 2017 to presentfactForm ADV
→ M2 NY Pioneer Fund II, L.P.FundPrivate Equity Fund
Mar 19, 2018 to presentfactForm ADV
→ Calstrs-M2 Private Equity Fund-Of-Funds III, LPFundPrivate Equity Fund
Mar 20, 2019 to presentfactForm ADV

Owns (1)

← Rice Group Ltd.FirmMember - Common
Jul 1, 1999 to presentfactForm ADV

Dated events

14 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 19, 2021
Person left
Shannon Lorraine Warland (Chief Compliance Officer/Cao) no longer on Schedule A of Muller & Monroe Asset Management,llc
Form ADVobserved 6 days ago
Occurred
Jan 1, 2021
Person joined
Anthony Isaac Nanni joined Schedule A of Muller & Monroe Asset Management,llc as Chief Compliance Officer / Director Of Finance
Form ADVobserved 6 days ago
Occurred
Mar 15, 2012
Adviser first adv filing
Muller & Monroe Asset Management,llc first filed Form ADV in the extract (IA)
Form ADVobserved 6 days ago

Show 14 bookkeeping events

Occurred
Jul 13, 2026
Muller & Monroe Asset Management,llc: Private Equity Funds on Form ADV 10 (2024 extract) -> 9 (roster 2026-09-01)
Occurred
Mar 27, 2024
Fund 805-1334306977 no longer reported on Form ADV by Muller & Monroe Asset Management,llc
Occurred
Mar 27, 2024
Calstrs-M2 Private Equity Fund-Of-Funds IV, LP first reported on Form ADV by Muller & Monroe Asset Management,llc (Private Equity Fund), GAV $125,296,611
Occurred
Mar 28, 2022
M2 NY Pioneer Fund III, L.P. first reported on Form ADV by Muller & Monroe Asset Management,llc (Private Equity Fund), GAV $151,391,498
Occurred
Mar 9, 2020
Freeman Ct Horizon Investment Fund, LLC first reported on Form ADV by Muller & Monroe Asset Management,llc (Private Equity Fund), GAV $4,705,203
Occurred
Mar 20, 2019
Calstrs-M2 Private Equity Fund-Of-Funds III, LP first reported on Form ADV by Muller & Monroe Asset Management,llc (Private Equity Fund), GAV $250,819,180
Occurred
Mar 19, 2018
M2 NY Pioneer Fund II, L.P. first reported on Form ADV by Muller & Monroe Asset Management,llc (Private Equity Fund), GAV $100,700,000
Occurred
Mar 28, 2017
M2-Surs Emerging Private Equity Fund-Of-Funds, L.P. first reported on Form ADV by Muller & Monroe Asset Management,llc (Private Equity Fund), GAV $99,632,043
Occurred
Mar 25, 2014
M2 Private Equity Fund-Of-Funds II, L.P. first reported on Form ADV by Muller & Monroe Asset Management,llc (Private Equity Fund)
Occurred
Mar 15, 2012
M2-Connecticut Emerging Private Equity Fund-Of-Funds, L.P. first reported on Form ADV by Muller & Monroe Asset Management,llc (Private Equity Fund), GAV $102,682,674
Occurred
Mar 15, 2012
M2 Private Equity Fund-Of-Funds, L.P. first reported on Form ADV by Muller & Monroe Asset Management,llc (Private Equity Fund), GAV $90,023,091
Occurred
Mar 15, 2012
M2 NY Pioneer Fund, L.P. first reported on Form ADV by Muller & Monroe Asset Management,llc (Private Equity Fund), GAV $101,500,000
Occurred
Mar 15, 2012
CT Legacy Fund, L.P. first reported on Form ADV by Muller & Monroe Asset Management,llc (Private Equity Fund), GAV $11,985,023
Occurred
Mar 15, 2012
Illinois Private Equity Fund-Of-Funds, L.P. first reported on Form ADV by Muller & Monroe Asset Management,llc (Private Equity Fund), GAV $115,509,259

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Alfred D. Sharp
Managing Director · Revealable: 1 professional profile (firm website)
Anthony Isaac Nanni
Chief Compliance Officer / Director Of Finance · Revealable: 1 professional profile (firm website)
Jon Powell
Senior Advisor · Revealable: 1 professional profile (firm website)
Gregg Walker
Managing Director · Revealable: 1 professional profile (firm website)
Irwin Cunnie Loud
Chief Investment Officer · Revealable: 1 professional profile (firm website)
Michael Theodore Tokarz
Member - Preferred · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Andre Rice (Manager/Member), ROY Jay Zuckerberg (Member - Preferred).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:c06f6ab6-948b-4032-9ad2-0f33ea0f3120
First observed: Sep 13, 2026
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Muller & Monroe Asset Management,llc

Private Equity

Chicago, IL

Muller & Monroe Investments

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:c06f6ab6-948b-4032-9ad2-0f33ea0f3120

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Calstrs-M2 Private Equity Fund-Of-Funds IV, LP

2024

Unknown

Private Equity Fund

n/a

$124M

M2 NY Pioneer Fund III, L.P.

2022

Early deployment

Private Equity Fund

n/a

$310M

Freeman Ct Horizon Investment Fund, LLC

2020

Mature

Private Equity Fund

n/a

$64.8M

Calstrs-M2 Private Equity Fund-Of-Funds III, LP

2019

Successor fundraising

Private Equity Fund

n/a

$281M

M2 NY Pioneer Fund II, L.P.

2018

Mature

Private Equity Fund

n/a

$265M

M2-Surs Emerging Private Equity Fund-Of-Funds, L.P.

2017

Mature

Private Equity Fund

n/a

$130M

M2 Private Equity Fund-Of-Funds II, L.P.

2014

Harvest

Private Equity Fund

n/a

$81.5M

M2 Private Equity Fund-Of-Funds, L.P.

n/a

Wound down

Private Equity Fund

n/a

CT Legacy Fund, L.P.

n/a

Harvest

Private Equity Fund

n/a

$3.9M

M2 NY Pioneer Fund, L.P.

n/a

Harvest

Private Equity Fund

n/a

$163M

M2-Connecticut Emerging Private Equity Fund-Of-Funds, L.P.

n/a

Harvest

Private Equity Fund

n/a

$14.7M

Illinois Private Equity Fund-Of-Funds, L.P.

n/a

Harvest

Private Equity Fund

n/a

Limited partner

Fund

Commitment

Committed

Vintage

California State Teachers' Retirement System

Calstrs-M2 Private Equity Fund-Of-Funds III, LP

$250M

n/a

2018

California State Teachers' Retirement System

M2 Private Equity Fund-Of-Funds II, L.P.

$100M

n/a

2014

New York State Common Retirement Fund

M2 NY Pioneer Fund, L.P.

$240M

n/a

2011

New York State Common Retirement Fund

M2 NY Pioneer Fund II, L.P.

$200M

n/a

2017

New York State Common Retirement Fund

M2 NY Pioneer Fund III, L.P.

$150M

n/a

2021

New York State Common Retirement Fund

M2 NY Pioneer Fund, L.P.

$100M

n/a