← Tributary

MONROE CAPITAL BDC ADVISORS, LLC

CHICAGO, IL · CRD 165657 · IAPD ↗ · (312) 258-8300

$6.71BRegulatory AUM
21Advisory reps
101Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
April 2026 — MONROE CAPITAL BDC ADVISORS, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
57
April 2026 — MONROE CAPITAL BDC ADVISORS, LLC reported RAUM up 40% ($4.80B -> $6.71B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2026 — MONROE CAPITAL BDC ADVISORS, LLC grew from 14 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
37
December 2025 — MONROE CAPITAL BDC ADVISORS, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — MONROE CAPITAL BDC ADVISORS, LLC added office(s): 0 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — MONROE CAPITAL BDC ADVISORS, LLC reported RAUM up 52% ($3.15B -> $4.80B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2024 — MONROE CAPITAL BDC ADVISORS, LLC reported RAUM up 49% ($2.11B -> $3.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — MONROE CAPITAL BDC ADVISORS, LLC grew from 10 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.