Mizzen Management LLC
SEC RegisteredAbout the firm
Mizzen Capital provides flexible debt solutions to U.S. lower middle market companies, structuring capital to meet each company's specific growth and operational objectives. They serve as fiduciaries to their clients, deploying capital that strengthens middle-market companies and supports the livelihoods of their employees, suppliers, and communities across America. Mizzen is a women-owned SBIC fund with a diverse and inclusive team.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Flexible debt solutions including Senior Secured First Lien, Senior Secured Second Lien, Mezzanine With Warrants, and Equity Co-Investment. Investment size can range up to $30M, with use of proceeds including working capital, recapitalizations, acquisitions, and growth.
Who they serve
U.S. lower middle market companies with EBITDA of $1M to $15M, including those in manufacturing, industrial, business services, healthcare services, information technology, software, and energy transition sectors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 3 | $459M |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Management Fee Range | 0.00% |
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mizzen Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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