Muller & Monroe Asset Management

Private Equity SEC-registered adviser

Legal name: Muller & Monroe Asset Management,llc

Chicago, IL Website LinkedIn

AUM

$1.7B
Regulatory AUM

Private funds

9
Private Equity 9

Private fund assets

$1.7B
Gross asset value

Employees

17

Last Form D raise

Oct 2024
Most recent fund filing

From SEC Form ADV filing (filed Jul 13, 2026). View on SEC

People(5)

Owners and executive officers named on the firm's SEC Form ADV.

A
Andre Rice
Chief Executive Officer
Source: SEC Form ADV
A
Anthony Nanni
Chief Compliance Officer / Director of Finance
Source: SEC Form ADV
I
Irwin Loud
Chief Investment Officer
Source: SEC Form ADV
M
Michael Tokarz
Member - Preferred
Source: SEC Form ADV
R
Roy Zuckerberg
Member - Preferred
Source: SEC Form ADV

Funds(9)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
M2 Libertas Private Equity Fund of Funds, L.P.Private Equity$29.7M——Oct 2024Cool
M2 Ny Pioneer Fund III, L.P.Private Equity$483.4M$151.1M1May 2021Cold
Freeman Ct Horizon Investment Fund, LLCPrivate Equity$69.6M$50.2M2Jan 2019Cold
Calstrs-M2 Private Equity Fund-Of-Funds III, LPPrivate Equity$289.5M—2Nov 2018Cold
Calstrs-M2 Private Equity Fund-Of-Funds IV, LPPrivate Equity$252.2M—2Nov 2018Cold
M2 Ny Pioneer Fund II, L.P.Private Equity$295.0M$100.7M1Oct 2017Cold
M2-Surs Emerging Private Equity Fund-Of-Funds, L.P.Private Equity$112.0M$100.1M1Sep 2016Cold
M2 Private Equity Fund-Of-Funds II, L.P.Private Equity$48.1M$136.3M3Mar 2015Cold
M2 Ny Pioneer Fund, L.P.Private Equity$90.7M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
132073
SEC file number
801-69275

Sources