Form D · Other Investment Fund

Monroe Capital CFO I LP

Chicago, IL · CIK 0002042872

Offering snapshot reported Nov 4, 2024 · SEC filing

Reported sold
$175M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 18, 2024
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 4, 2024Initial$175,000,000No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-528584

Source: Form D, filed Nov 4, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

MONROE CAPITAL CFO I LTD.

Investment adviser: MONROE CAPITAL MANAGEMENT ADVISORS LLC

Gross asset value
$2.25M
Beneficial owners
2
ADV minimum commitment
$250K

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator U.S. BANCORP FUND SERVICES, LLC MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Fund administrator U.S. BANK GLOBAL CORPORATE TRUST SERVICES, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor GRANT THORNTON, LLP CHICAGO, Illinois, United States
Custodian U.S. BANK NATIONAL ASSOCIATION BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

GRANT THORNTON, LLP
PCAOB 248

U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

Filing source

Form ADV 2068232 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-8540056525

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Thomas Aronson Executive
Jeffrey Cupples Executive
Carey Davidson Executive
Michael Egan Executive
Alex Franky Executive
Theodore Koenig Executive
Christopher Lund Executive
N/A Monroe Capital Cfo Gp I Lp Executive
N/A Monroe Capital Intermediate Holdings, Llc Executive
N/A Monroe Capital Management Advisors Llc Executive
Zia Uddin Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Monroe Capital Llc 311 S. Wacker Drive, Suite 6400
Chicago, IL, 60606