# Monroe Capital: portfolio, investments and team

> Monroe Capital is a private equity based in United States. 17 investments on record, latest Aug 2015. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/monroe-capital (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Monroe Capital

Filed with the SEC to raise a fund in Jun 2026, closing $400M. Last cheque observed Aug 2015.

Quiet New fund $400M, Jun 2026 Private equity

Debt Venture

Cheques on record

**0%** of best year **0** **cheques in 12 months**, 17 on record

Since the last cheque **4087** days **00** hrs **00** min **00** sec

Median round **$22M** Rounds led **0 of 17** Sole investor **15 rounds** Exits **1 from the portfolio** Mostly in **United States, 100%**

Pitch Monroe Capital

## Monroe Capital highlights

- 01 17 rounds on record
- 02 Mostly Debt and Venture: 100% of its rounds
- 03 Sole investor in 15 rounds, median $22M
- 04 1 exits from the portfolio

## What they do

> Filed 1 private fund offering with the SEC, the most recent in 2018-11 From their own website

- **Type:** Private equity (from a list, unverified)
- **Cheque size:** Not stated
- **Based in:** CHICAGO, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **17 appearances**

- **2015** 7 rounds
- **Aug** **[Channel Partners Capital](https://millionrounds.com/company/channel-partners-capital)** Debt · US **$50M** Sole investor
- **Aug** **[Milestone Technologies](https://millionrounds.com/company/milestone-technologies)** Venture · US **$43M** With 1 other
- **Aug** **[MOGL](https://millionrounds.com/company/mogl)** Venture · US **$7.9M** With 5 others
- **Jul** **[Intelius](https://millionrounds.com/company/intelius)** Debt · US **$31M** Sole investor
- **May** **[Cyalume Technologies](https://millionrounds.com/company/cyalume-technologies)** Debt · US **$25M** Sole investor
- **Apr** **[Little River Healthcare](https://millionrounds.com/company/little-river-healthcare)** Debt · US **$37M** Sole investor
- **Apr** **[Precision Toxicilogy](https://millionrounds.com/company/precision-toxicilogy)** Debt · US **$15M** Sole investor
- **2014** 5 rounds
- **Oct** **[Cytovance Biologics](https://millionrounds.com/company/cytovance-biologics)** Debt · US **$20M** Sole investor
- **Aug** **[Venture Technologies](https://millionrounds.com/company/venture-technologies)** Debt **$14M** Sole investor
- **Jul** **[Starpoint Health](https://millionrounds.com/company/starpoint-health)** Debt · US **$14M** Sole investor
- **May** **[Gracelock Industries](https://millionrounds.com/company/gracelock-industries)** Debt · US **$21M** Sole investor
- **Jan** **[Bookit.com](https://millionrounds.com/company/bookit-com)** Venture · US **$10M** Sole investor
- **2013** 2 rounds
- **Dec** **[Landpoint](https://millionrounds.com/company/landpoint)** Debt · US **$17M** Sole investor
- **Jan** **[Conisus](https://millionrounds.com/company/conisus)** Debt · US · monroecap.com **$47M** Sole investor
- **2011** 3 rounds
- **Sept** **[West World Media](https://millionrounds.com/company/west-world-media)** Venture · US · finsmes.com **$23M** Sole investor
- **Sept** **[Links Global](https://millionrounds.com/company/links-global)** Venture · eon.businesswire.com **$22M** Sole investor
- **Jun** **[The O'Gara Group](https://millionrounds.com/company/the-o-gara-group)** Venture · US · businesswire.com **$23M** Sole investor

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **24 named**

AD **Aaron D. Peck** Chief Financial Officer and Corporate Secretary i Filing they signed

AL **Alex L. Franky** Executive Officer i Filing they signed

CL **Carey L. Davidson** Executive Officer i Filing they signed

CL **Christopher Lund** Executive Officer i Filing they signed

DD **David D. Eaton** Director i Filing they signed

DH **David H. Jacobson** Chief Compliance Officer i Filing they signed

JM **James Mountz Cassady** Chief Operating Officer i Form ADV

JC **Jeffrey Cupples** Executive Officer i Filing they signed

JL **Jeremy L. Vandermeid** Executive Officer i Filing they signed

JO **Jeremy O'Sullivan** Director of Monroe Capital Private Credit Fund II (Ireland) ICAV for the account i Filing they signed

KS **Karina Stahl** Director of Monroe Capital Private Credit Fund II (Ireland) ICAV for the account i Filing they signed

KR **Kristan Renee Gregory** Chief Compliance Officer i Form ADV

KA **Kyle Asher** Executive Officer i Filing they signed

LW **Lewis W. Solimene** Chief Financial Officer, Chief Investment Officer and Corporate Secretary i Filing they signed

MJ **Michael John Egan** Vice Chairman and Chief Credit Officer i Form ADV

PT **Peter Toton Gruszka** Class A Manager of the General Partner of the RAIF in respect i Filing they signed

RW **Roger W. Schoenfeld** Director i Filing they signed

RW **Russel W. Miron** Director i Filing they signed

SA **Scott Andrew Marienau** Chief Financial Officer i Form ADV

SL **Stefan L Corthouts** Class B Manager of the General Partner of the RAIF in respect i Filing they signed

TL **Theodore Leon Koenig** President and Chief Executive Officer of the Sole Member of the General Partner of the Issuer and Member of Investment Committee i Filing they signed

TC **Thomas Charles Aronson** Vice Chairman and Head of Originations i Form ADV

TD **Thomas David McKee** Member of the General Partner i Filing they signed

TE **Thomas Egan** Executive Officer i Filing they signed

We also hold **171** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$25B** assets it manages, 3 advisers combined Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** Monroe Capital Management Advisors LLC
- **SEC number:** CRD 157073

Funds on its Form ADV

**41** private funds, **$16B** in gross assets · filed Mar 2024

Private credit fund **26** Securitised assets **15**

- Monroe Capital Private Credit Master Fund IV SCSP *Private credit fund* 358 investors $1.7B
- Monroe Private Credit Fund A, L.P. *Private credit fund* 4 investors $1.7B
- Monroe Capital Private Credit Master Fund IV (Unleveraged) SCSP *Private credit fund* 39 investors $1.4B
- Monroe Capital Private Credit Fund III L.P. *Private credit fund* 272 investors $827M
- Monroe Capital Private Credit Versailles Master Fund SCSP SICAV-RAIF *Private credit fund* 4 investors $636M
- Monroe Capital Private Credit Fund VT L.P. *Private credit fund* 6 investors $509M
- Monroe Capital MML CLO XII, LTD. *Securitised assets* 2 investors $494M
- Monroe Capital MML CLO XIV, LTD. *Securitised assets* 3 investors $491M
- Monroe Capital MML CLO VIII, LTD. *Securitised assets* 3 investors $473M
- Monroe Capital Opportunistic Private Credit Master Fund SCSP *Private credit fund* 181 investors $473M

And 31 more on the filing.

## Exits from the portfolio

Companies it backed that were later bought or listed **1 in all**

**[Cytovance Biologics](https://millionrounds.com/company/cytovance-biologics)** Bought by [Hepalink](https://millionrounds.com/fund/hepalink) **$206M** Aug 2015

An exit counts when it came after the firm's first round in the company. From historical deal records.

New fund on file

**$400M**

raised in Jun 2026

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

## The cheque

Debt Venture

Median round joined **$22M** the round, not its cheque Alone, median **$22M**

Led 0 of 17 rounds **0%**

- **Sole investor:** 15 rounds
- **Last cheque:** Aug 2015
- **Exits:** 1 from the portfolio

Rounds by stage said on their site

- Debt *11*
- Venture *6*

Cheques by year Led Joined

2011 2015

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## On podcasts

1 episode naming Monroe Capital in the title, and 1 more that mention it.

- [Growth Investor](https://millionrounds.com/podcasts/growth-investor) 19 Feb 2025 · 27 min Private Credit Innovator: Monroe Capital’s Zia Uddin With [Zia Uddin](https://millionrounds.com/person/zia-uddin) Mentions [Monroe Capital](https://millionrounds.com/fund/monroe-capital) Apple PodcastsShow page

### Mentioned in

- [How I Invest](https://millionrounds.com/podcasts/how-i-invest) 21 Sept 2026 · 48 min E432: $24 Billion Investor on Private Credit, the Psychology of Winning & Fear of Failure Apple PodcastsShow page

## Quick answers about Monroe Capital

### What does Monroe Capital invest in?

Monroe Capital invests most often at Debt and Venture (100% of the rounds on record).

### How active is Monroe Capital?

17 investments on record, 0 of them in the last 12 months. The most recent was in Aug 2015.

### How big are Monroe Capital's cheques?

The median round it joins is $22M.

### Does Monroe Capital lead rounds?

Rarely, if at all: none of its 17 investments on record names it as the lead.

### Where does Monroe Capital invest?

Most of the companies it backs are in the United States (100%).

### Is Monroe Capital investing now?

No investments in the last 12 months; the latest was in Aug 2015.

### What kind of investor is Monroe Capital?

Monroe Capital is a private equity firm based in CHICAGO, United States.

### How much does Monroe Capital manage?

About $25B, as regulatory assets under management, 3 advisers added together (Oct 2026).

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