Muller & Monroe Asset Management,llc

Fee-Only (% of Portfolio)

Muller & Monroe Asset Management (M2) manages private equity fund-of-funds for public pension plans. M2 invests in smaller, lower middle market private equity firms, diversified by industry, region, stage, and vintage year. M2's services include finding investment opportunities, selecting investments, and monitoring those investments.

Assets Under Management$1.5B
Clients5
Advisors3
Avg. per Client$300M
Avg. per Advisor$510M

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)

Muller & Monroe Asset Management does not directly manage investments for individual investors. They manage fund-of-funds for institutional clients like pension plans.

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Location

3 Advisors at this firm