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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

MONROE CAPITAL BDC ADVISORS, LLC

CRD 165657

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f2816db7-12af-654a-995d-6ca49f4b1da0

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 13
On other graphs: 0
Observed: Oct 3, 2012 to Mar 27, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $6.7BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $6.7B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 101
Advisory employees: 21
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 3
SEC number: 801-77229
CIK: 1523665
CRD: 165657
Filings on the tape: 23
First filed: Oct 3, 2012
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MONROE CAPITAL PARTNERS FUND, LP	Other Private Fund	$166M	Jan 25, 2013	42	Oct 3, 2012	dropped	n/a
HILCO CAPITAL LP	Other Private Fund	$400,000	Jan 25, 2013	40	Oct 3, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ARONSON, THOMAS, CHARLES	VICE CHAIRMAN AND HEAD OF ORIGINATIONS	Na	yes	03/2007	Mar 23, 2022	Mar 29, 2024
EGAN, MICHAEL, JOHN	VICE CHAIRMAN AND CHIEF CREDIT OFFICER	Na	yes	03/2007	Mar 23, 2022	Mar 29, 2024
GREGORY, KRISTAN, RENEE	CHIEF COMPLIANCE OFFICER	Na	yes	09/2022	Sep 2, 2022	Mar 29, 2024
KOENIG, THEODORE, LEON	Trustee	F	yes	02/2007	Oct 3, 2012	Mar 29, 2024
KOENIG, THEODORE, LEON	SOLE MANAGING MEMBER	F	yes	02/2007	Oct 3, 2012	Mar 29, 2024
KOENIG, THEODORE, LEON	MANAGING MEMBER - CHIEF EXECUTIVE OFFICER	Na	yes	02/2011	Oct 3, 2012	Mar 29, 2024
MONROE CAPITAL INVESTMENT HOLDINGS, L.P.	SOLE MANAGING MEMBER	E	yes	02/2021	Mar 31, 2021	Mar 29, 2024
MONROE MANAGEMENT HOLDCO, LLC	GENERAL PARTNER	E	yes	02/2021	Mar 28, 2018	Mar 29, 2024
MSDJ TRUST	Member	C	yes	02/2007	Mar 30, 2017	Mar 29, 2024
UDDIN, ZIA, NMN	President	Na	yes	10/2021	Mar 23, 2022	Mar 29, 2024
CASSADY, JAMES, MOUNTZ	CHIEF OPERATING OFFICER	Na	no	02/2021	Mar 23, 2022	Mar 29, 2024
GRUSZKA, PETER, TOTON	GENERAL COUNSEL	Na	no	10/2016	Mar 23, 2022	Mar 29, 2024
MARIENAU, SCOTT, ANDREW	CHIEF FINANCIAL OFFICER	Na	no	02/2021	Mar 23, 2022	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MONROE CAPITAL MANAGEMENT ADVISORS LLC	n/a	Asset manager	$19B	N	yes	n/a
HORIZON TECHNOLOGY FINANCE MANAGEMENT LLC	n/a	Asset manager	$811M	Y	yes	n/a
MONROE (NP) U.S. PRIVATE DEBT FUND GP LTD.	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL ASSET MANAGMENT LLC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL CLO MANAGER II LLC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL CLO MANAGER LLC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL FUND GP S.A R.L.	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL OPPORTUNISTIC PRIVATE CREDIT FUND LLC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL OPPORTUNISTIC PRIVATE CREDIT GP S.A R.L.	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL PARTNERS FUND ADVISERS, INC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL PARTNERS FUND II ADVISERS, INC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL PARTNERS FUND II, LLC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL PARTNERS FUND LLC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL PRIVATE CREDIT FUND 599 GP LLC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL PRIVATE CREDIT FUND I LLC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL PRIVATE CREDIT FUND II LLC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL PRIVATE CREDIT FUND III LLC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL PRIVATE CREDIT FUND IV GP LLC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL PRIVATE CREDIT FUND KTRS GP, LLC	n/a	n/a	n/a	Y	yes	n/a
MONROE CAPITAL PRIVATE CREDIT FUND L LLC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL PRIVATE CREDIT FUND V GP LLC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL PRIVATE CREDIT FUND VT LLC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL PRIVATE CREDIT STARR FUND GP LLC	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL PRIVATE CREDIT VERSAILLES GP S.A R.L.	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL PRIVATE FUND IV GP S.A R.L.	n/a	n/a	n/a	N	yes	n/a
MONROE CAPITAL PRIVATE FUND V GP S.A.R.L.	n/a	n/a	n/a	N	yes	n/a
MONROE PRIVATE CREDIT FUND A LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$6.7B	$6.7B	101	21	6	n/a	n/a
2024	Apr 29, 2025	$4.8B	$4.8B	71	14	5	n/a	n/a
2023	Mar 29, 2024	$3.1B	$3.1B	35	15	0	n/a	n/a
2022	Mar 31, 2023	$2.1B	$2.1B	21	10	0	n/a	n/a
2021	Mar 23, 2022	$1.3B	$1.3B	15	9	0	n/a	n/a
2020	Mar 31, 2021	$782M	$782M	8	5	0	n/a	n/a
2019	Mar 30, 2020	$760M	$760M	8	5	0	n/a	n/a
2018	Mar 27, 2019	$580M	$580M	8	5	0	n/a	n/a
2017	Mar 28, 2018	$507M	$507M	8	5	0	n/a	n/a
2016	Mar 30, 2017	$425M	$425M	5	4	n/a	n/a	n/a
2015	Mar 24, 2016	$361M	$361M	10	8	n/a	n/a	n/a
2014	Mar 30, 2015	$244M	$244M	10	8	n/a	n/a	n/a
2013	Apr 1, 2014	$211M	$211M	10	8	n/a	n/a	n/a
2012	Apr 1, 2013	$139M	$139M	2	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$6.7B	$4.8B	39.8%	$2.1B	47.0%	101	71	6	5

Relationships

Affiliated with (4)

← HORIZON TECHNOLOGY FINANCERegistered adviserother investment adviser, bank, common control
factForm ADV
→ HORIZON TECHNOLOGY FINANCERegistered adviserother investment adviser, control, common control
factForm ADV
→ MONROE CAPITAL MANAGEMENT ADVISORS LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← MONROE CAPITAL MANAGEMENT ADVISORS LLCRegistered adviserother investment adviser, bank, common control
factForm ADV

Controls (8)

← UDDIN, ZIA, NMNOwnerPRESIDENT, ownership code NA, individual
Mar 23, 2022 to Mar 29, 2024factForm ADV
← GREGORY, KRISTAN, RENEEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 2, 2022 to Mar 29, 2024factForm ADV
← KOENIG, THEODORE, LEONOwnerSOLE MANAGING MEMBER, ownership code F, individual
Oct 3, 2012 to Mar 29, 2024factForm ADV
← EGAN, MICHAEL, JOHNOwnerVICE CHAIRMAN AND CHIEF CREDIT OFFICER, ownership code NA, individual
Mar 23, 2022 to Mar 29, 2024factForm ADV
← ARONSON, THOMAS, CHARLESOwnerVICE CHAIRMAN AND HEAD OF ORIGINATIONS, ownership code NA, individual
Mar 23, 2022 to Mar 29, 2024factForm ADV
← MONROE CAPITAL INVESTMENT HOLDINGS, L.P.OwnerSOLE MANAGING MEMBER, ownership code E, domestic entity
Mar 31, 2021 to Mar 29, 2024factForm ADV
← MONROE MANAGEMENT HOLDCO, LLCOwnerGENERAL PARTNER, ownership code E, domestic entity
Mar 28, 2018 to Mar 29, 2024factForm ADV
← MSDJ TRUSTOwnerMEMBER, ownership code C, domestic entity
Mar 30, 2017 to Mar 29, 2024factForm ADV

Owns (3)

← CASSADY, JAMES, MOUNTZOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 23, 2022 to Mar 29, 2024factForm ADV
← MARIENAU, SCOTT, ANDREWOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 23, 2022 to Mar 29, 2024factForm ADV
← GRUSZKA, PETER, TOTONOwnerGENERAL COUNSEL, ownership code NA, individual
Mar 23, 2022 to Mar 29, 2024factForm ADV

Advises (2)

→ MONROE CAPITAL PARTNERS FUND, LPPrivate fundOther Private Fund, IA, no longer reported
Oct 3, 2012 to Jan 25, 2013factForm ADV
→ HILCO CAPITAL LPPrivate fundOther Private Fund, IA, no longer reported
Oct 3, 2012 to Jan 25, 2013factForm ADV

Dated events

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

Occurred
Mar 27, 2026
Regulatory AUM changed
Monroe Capital Bdc Advisors, Llc reported RAUM $6.7B, up 40% from $4.8B (2026-01-27 to 2026-03-27)
Form ADVobserved 4 days ago
$1.9B
Occurred
Apr 29, 2025
Regulatory AUM changed
Monroe Capital Bdc Advisors, Llc reported RAUM $4.8B, up 52% from $3.1B (2024-03-29 to 2025-04-29)
Form ADVobserved 4 days ago
$1.6B
Occurred
Mar 29, 2024
Regulatory AUM changed
Monroe Capital Bdc Advisors, Llc reported RAUM $3.1B, up 49% from $2.1B (2023-03-31 to 2024-03-29)
Form ADVobserved 4 days ago
$1.0B
Occurred
Mar 31, 2023
Regulatory AUM changed
Monroe Capital Bdc Advisors, Llc reported RAUM $2.1B, up 60% from $1.3B (2022-09-02 to 2023-03-31)
Form ADVobserved 4 days ago
$795M
Occurred
Sep 2, 2022
Control person left
H David Jacobson (Chief Compliance Officer) no longer on Schedule A of Monroe Capital Bdc Advisors, Llc (listed 2022-03-23, absent 2022-09-02)
Form ADVobserved 4 days ago
Occurred
Sep 2, 2022
Control person joined
Renee Kristan Gregory (Chief Compliance Officer) appeared on Schedule A of Monroe Capital Bdc Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 23, 2022
Regulatory AUM changed
Monroe Capital Bdc Advisors, Llc reported RAUM $1.3B, up 68% from $782.5M (2021-03-31 to 2022-03-23)
Form ADVobserved 4 days ago
$532M
Occurred
Mar 23, 2022
Control person joined
Zia Uddin (President) appeared on Schedule A of Monroe Capital Bdc Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 23, 2022
Control person joined
C. Thomas Aronson (Vice Chairman And Head Of Originations) appeared on Schedule A of Monroe Capital Bdc Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 23, 2022
Control person joined
J Michael Egan (Vice Chairman And Chief Credit Officer) appeared on Schedule A of Monroe Capital Bdc Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Regulatory AUM changed
Monroe Capital Bdc Advisors, Llc reported RAUM $760.4M, up 31% from $579.8M (2019-03-27 to 2020-03-30)
Form ADVobserved 4 days ago
$181M
Occurred
Oct 3, 2012
First Form ADV filing
Monroe Capital Bdc Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Apr 29, 2025
Monroe Capital Bdc Advisors, Llc reported 5 offices beyond its principal office, up from 0 (2024-03-29 to 2025-04-29)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2816db7-12af-654a-995d-6ca49f4b1da0
First observed: Oct 3, 2012
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
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.

MONROE CAPITAL BDC ADVISORS, LLC

CRD 165657

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f2816db7-12af-654a-995d-6ca49f4b1da0

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:47 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MONROE CAPITAL PARTNERS FUND, LP

Other Private Fund

$166M

Jan 25, 2013

Oct 3, 2012

dropped

n/a

HILCO CAPITAL LP

Other Private Fund

$400,000

Jan 25, 2013

Oct 3, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARONSON, THOMAS, CHARLES

VICE CHAIRMAN AND HEAD OF ORIGINATIONS

yes

03/2007

Mar 23, 2022

Mar 29, 2024

EGAN, MICHAEL, JOHN

VICE CHAIRMAN AND CHIEF CREDIT OFFICER

yes

03/2007

Mar 23, 2022

Mar 29, 2024

GREGORY, KRISTAN, RENEE

CHIEF COMPLIANCE OFFICER

yes

09/2022

Sep 2, 2022

Mar 29, 2024

KOENIG, THEODORE, LEON

Trustee

yes

02/2007

Oct 3, 2012

Mar 29, 2024

KOENIG, THEODORE, LEON

SOLE MANAGING MEMBER

yes

02/2007

Oct 3, 2012

Mar 29, 2024

KOENIG, THEODORE, LEON

MANAGING MEMBER - CHIEF EXECUTIVE OFFICER

yes

02/2011

Oct 3, 2012

Mar 29, 2024

MONROE CAPITAL INVESTMENT HOLDINGS, L.P.

SOLE MANAGING MEMBER

yes

02/2021

Mar 31, 2021

Mar 29, 2024

MONROE MANAGEMENT HOLDCO, LLC

GENERAL PARTNER

yes

02/2021

Mar 28, 2018

Mar 29, 2024

MSDJ TRUST

Member

yes

02/2007

Mar 30, 2017

Mar 29, 2024

UDDIN, ZIA, NMN

President

yes

10/2021

Mar 23, 2022

Mar 29, 2024

CASSADY, JAMES, MOUNTZ

CHIEF OPERATING OFFICER

02/2021

Mar 23, 2022

Mar 29, 2024

GRUSZKA, PETER, TOTON

GENERAL COUNSEL

10/2016

Mar 23, 2022

Mar 29, 2024

MARIENAU, SCOTT, ANDREW

CHIEF FINANCIAL OFFICER

02/2021

Mar 23, 2022

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MONROE CAPITAL MANAGEMENT ADVISORS LLC

n/a

Asset manager

$19B

yes

n/a

HORIZON TECHNOLOGY FINANCE MANAGEMENT LLC

n/a

Asset manager

$811M

yes

n/a

MONROE (NP) U.S. PRIVATE DEBT FUND GP LTD.

n/a

yes

n/a

MONROE CAPITAL ASSET MANAGMENT LLC

n/a

yes

n/a

MONROE CAPITAL CLO MANAGER II LLC

n/a

yes

n/a

MONROE CAPITAL CLO MANAGER LLC

n/a

yes

n/a

MONROE CAPITAL FUND GP S.A R.L.

n/a

yes

n/a

MONROE CAPITAL MANAGEMENT, LLC

n/a

yes

n/a

MONROE CAPITAL OPPORTUNISTIC PRIVATE CREDIT FUND LLC

n/a

yes

n/a

MONROE CAPITAL OPPORTUNISTIC PRIVATE CREDIT GP S.A R.L.

n/a

yes

n/a

MONROE CAPITAL PARTNERS FUND ADVISERS, INC

n/a

yes

n/a

MONROE CAPITAL PARTNERS FUND II ADVISERS, INC

n/a

yes

n/a

MONROE CAPITAL PARTNERS FUND II, LLC

n/a

yes

n/a

MONROE CAPITAL PARTNERS FUND LLC

n/a

yes

n/a

MONROE CAPITAL PRIVATE CREDIT FUND 599 GP LLC

n/a

yes

n/a

MONROE CAPITAL PRIVATE CREDIT FUND I LLC

n/a

yes

n/a

MONROE CAPITAL PRIVATE CREDIT FUND II LLC

n/a

yes

n/a

MONROE CAPITAL PRIVATE CREDIT FUND III LLC

n/a

yes

n/a

MONROE CAPITAL PRIVATE CREDIT FUND IV GP LLC

n/a

yes

n/a

MONROE CAPITAL PRIVATE CREDIT FUND KTRS GP, LLC

n/a

yes

n/a

MONROE CAPITAL PRIVATE CREDIT FUND L LLC

n/a

yes

n/a

MONROE CAPITAL PRIVATE CREDIT FUND V GP LLC

n/a

yes

n/a

MONROE CAPITAL PRIVATE CREDIT FUND VT LLC

n/a

yes

n/a

MONROE CAPITAL PRIVATE CREDIT STARR FUND GP LLC

n/a

yes

n/a

MONROE CAPITAL PRIVATE CREDIT VERSAILLES GP S.A R.L.

n/a

yes

n/a

MONROE CAPITAL PRIVATE FUND IV GP S.A R.L.

n/a

yes

n/a

MONROE CAPITAL PRIVATE FUND V GP S.A.R.L.

n/a

yes

n/a

MONROE PRIVATE CREDIT FUND A LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$6.7B

101

n/a

2024

Apr 29, 2025

$4.8B

n/a

2023

Mar 29, 2024

$3.1B

n/a

2022

Mar 31, 2023

$2.1B

n/a

2021

Mar 23, 2022

$1.3B

n/a

2020

Mar 31, 2021

$782M

n/a

2019

Mar 30, 2020

$760M

n/a

2018

Mar 27, 2019

$580M

n/a

2017

Mar 28, 2018

$507M

n/a

2016

Mar 30, 2017

$425M

n/a

2015

Mar 24, 2016

$361M

n/a

2014

Mar 30, 2015

$244M

n/a

2013

Apr 1, 2014

$211M

n/a

2012

Apr 1, 2013

$139M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$6.7B

$4.8B

39.8%

$2.1B

47.0%

101