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MUZINICH & CO., INC.

NEW YORK, NY · CRD 22998 · IAPD ↗ · muzinich.com · 212-888-3413

$31.27BRegulatory AUM
67Advisory reps
110Employees
1Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
March 2025 — MUZINICH & CO., INC. now reports 1 private fund(s) ($50.1M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
78
April 2024 — MUZINICH & CO., INC. grew from 58 to 66 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.