Private company

Monroe Capital Income Plus Corp

In its 2026 annual report the company says: “We are a Maryland corporation formed on May 30, 2018. We are an externally managed closed-end, non-diversified specialty finance company organized to maximize the total return to our stockholders in the form of current income and capital appreciation through a variety of investments.”5 It is headquartered in Lutherville Timonium, United States.2

Last updated Oct 20, 2026.

Overview

  • HeadquartersLutherville Timonium, United States2
  • Incorporated inMD3
  • Business address155 North Wacker Drive, Floor 35, Chicago, Il 606063
  • Filer category, Emerging growth company3
  • Legal formCorporation2
  • Kind of organizationInvestment fund2
  • LEI9845005EC12C5D4957632
  • StatusActive2
  • LEI statusIssued and current2
  • Registered address2405 YORK ROAD, 21093 Lutherville Timonium, United States2
  • Registered withBusiness Services (Maryland Department of Assessments and Taxation), D188574252

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We are a Maryland corporation formed on May 30, 2018. We are an externally managed closed-end, non-diversified specialty finance company organized to maximize the total return to our stockholders in the form of current income and capital appreciation through a variety of investments. On January 14, 2019, we elected to be regulated as a business development company (“BDC”) under the Investment Company Act of 1940, as amended (the “1940 Act”). After our election to be regulated as a BDC, we elected to be treated as a regulated investment company (“RIC”) under the U.S. Internal Revenue Code of 1986, as amended (the “Code”), commencing with our taxable year ended December 31, 2019. We currently qualify and intend to qualify annually to be treated as a RIC for U.S. federal income tax purposes.5 From its latest annual report

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Financial statements

Net income678$117.7M in 2025+322% since 2021
0$100.0M$200.0M$300.0M2021: $27.9M$27.9M20212022: $45.8M$45.8M2022+64%2023: $114.6M$114.6M2023+150%2024: $206.5M$206.5M2024+80%2025: $117.7M$117.7M2025−43%
Fiscal year202120222023202420252026
Income tax$06$43.0K7$119.0K8$124.0K8$283.0K8
Net income$27.9M6$45.8M7$114.6M8$206.5M8$117.7M8
Earnings per share$1.206$0.837$1.198$1.278$0.488
Earnings per share (diluted)$1.206$0.837$1.198$1.278$0.488
Shares (weighted, basic)23.2M shares655.4M shares796.1M shares8163.0M shares8246.0M shares8
Shares (weighted, diluted)23.2M shares655.4M shares796.1M shares8163.0M shares8246.0M shares8

Compare Monroe Capital Income Plus Corp with another company

Corporate structure

Monroe Capital Income Plus Corp sits at the top of its group. 46 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

  • Monroe Capital Income Plus Corp Lutherville Timonium, Maryland, United States
    • MC Aviation (BDC Investments) Limited Subsidiary · Delaware, United States
    • MC Income Plus Financing SPV II LLC Subsidiary · Delaware, United States
    • MC Income Plus Financing SPV III LLC Subsidiary · Delaware, United States
    • MC Income Plus Financing SPV IV LLC Subsidiary · Delaware, United States
    • MC Income Plus Financing SPV LLC Subsidiary · Delaware, United States
    • MC Income Plus Financing SPV V LLC Subsidiary · Delaware, United States
    • MCIP Holding Company I, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company II, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company IV, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company V, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company VI, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company VIII, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company X, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company XI, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company XII, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company XIII, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company XIV, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company XIX, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company XV, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company XVI, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company XVII, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company XVIII, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company XX, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company XXI, LLC Subsidiary · Delaware, United States
    • MCIP Holding Company XXII, LLC Subsidiary · Delaware, United States
    • and 20 more

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC. Each entity in the chart links to its source.

What it owns

What Monroe Capital Income Plus Corp reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$69.2M8 Dec 31, 2025$129.6M8 Dec 31, 2024−46.6%

Properties, in its own words

We do not own any real estate or other physical properties materially important to our operation. The principal executive offices of Monroe Capital are located at 155 North Wacker Drive, 35th Floor, Chicago, Illinois 60606. Monroe Capital and its affiliates currently have additional offices, and/or company representatives in New York, New York; Los Angeles, California; San Francisco, California; Austin, Texas; Boston, Massachusetts; Miami, Florida; Naples, Florida; Farmington, Connecticut; Abu Dhabi, United Arab Emirates; Seoul, South Korea; and Sydney, Australia. MC Management furnishes us office space, and we reimburse it for such costs on an allocated basis.

Item 2 of the 10-K filed Mar 6, 2026.5

Leadership

Who has led Monroe Capital Income Plus Corp, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Theodore L. Koenig2018–2021

Chair

  1. Theodore L. Koenig2018–2021

President

  1. Theodore L. Koenig2021

Chief financial officer

  1. Aaron Daniel Peck2018–2021
  2. Lewis Solimene2022
20202025
Board members and other officers (7)

Subsidiaries and ownership

Subsidiaries (Exhibit 21)

  • MC Aviation (BDC Investments) Limited Delaware4
  • MC Income Plus Financing SPV II LLC Delaware4
  • MC Income Plus Financing SPV III LLC Delaware4
  • MC Income Plus Financing SPV IV LLC Delaware4
  • MC Income Plus Financing SPV LLC Delaware4
  • MC Income Plus Financing SPV V LLC Delaware4
  • MCIP Holding Company I, LLC Delaware4
  • MCIP Holding Company II, LLC Delaware4
  • MCIP Holding Company IV, LLC Delaware4
  • MCIP Holding Company V, LLC Delaware4
  • MCIP Holding Company VI, LLC Delaware4
  • MCIP Holding Company VIII, LLC Delaware4
  • MCIP Holding Company X, LLC Delaware4
  • MCIP Holding Company XI, LLC Delaware4
  • MCIP Holding Company XII, LLC Delaware4
  • MCIP Holding Company XIII, LLC Delaware4
  • MCIP Holding Company XIV, LLC Delaware4
  • MCIP Holding Company XIX, LLC Delaware4
  • MCIP Holding Company XV, LLC Delaware4
  • MCIP Holding Company XVI, LLC Delaware4
  • MCIP Holding Company XVII, LLC Delaware4
  • MCIP Holding Company XVIII, LLC Delaware4
  • MCIP Holding Company XX, LLC Delaware4
  • MCIP Holding Company XXI, LLC Delaware4
All 45 listed subsidiaries
  • MCIP Holding Company XXII, LLC Delaware4
  • MCIP Holding Company XXIII, LLC Delaware4
  • MCIP Holding Company XXIX, LLC Delaware4
  • MCIP Holding Company XXV, LLC Delaware4
  • MCIP Holding Company XXVI, LLC Delaware4
  • MCIP Holding Company XXVIII, LLC Delaware4
  • MCIP Holding Company XXX, LLC Delaware4
  • MCIP Holding Company XXXI, LLC Delaware4
  • MCIP Holding Company XXXII, LLC Delaware4
  • MCIP Holding Company XXXIII, LLC Delaware4
  • MCIP Holding Company XXXIV, LLC Delaware4
  • MCIP Holding Company XXXIX, LLC Delaware4
  • MCIP Holding Company XXXV, LLC Delaware4
  • MCIP Holding Company XXXVI, LLC Delaware4
  • MCIP Holding Company XXXVII, LLC Delaware4
  • MCIP Holding Company XXXVIII, LLC Delaware4
  • MCIP Holding Company XXXX, LLC Delaware4
  • Monroe Capital Income Plus ABS Funding II, LLC Delaware4
  • Monroe Capital Income Plus ABS Funding III, LLC Delaware4
  • Monroe Capital Income Plus ABS Funding, LLC Delaware4
  • Panther Lender MCIP BDC, LLC Delaware4

The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Timeline

  1. Sep 21, 20268-K Unregistered sale of shares; Other events22
  2. Aug 20, 20268-K Unregistered sale of shares; Other events23
  3. Aug 11, 20268-K Shareholder vote24
  4. Jul 28, 20268-K Other events25
  5. Jul 20, 20268-K Unregistered sale of shares; Other events26
  6. Jun 22, 20268-K Unregistered sale of shares; Other events27
  7. Jun 16, 20268-K Other events28
  8. May 21, 20268-K Unregistered sale of shares; Other events29
  9. Apr 21, 20268-K Unregistered sale of shares; Other events30
  10. Mar 20, 20268-K Unregistered sale of shares; Other events31
  11. Mar 19, 20268-K Entered a material agreement; New debt or obligation32
  12. Feb 20, 20268-K Unregistered sale of shares; Other events33
  13. Dec 11, 2018New chief executive Theodore L. Koenig becomes CEO11
  14. May 30, 2018Founded Monroe Capital Income Plus Corp is founded2

Calendar

When it reported results

  1. Jul 21, 2025Reported quarterly or annual results34
  2. Jul 16, 2025Reported quarterly or annual results35
  3. Apr 21, 2025Reported quarterly or annual results36
  4. Jan 17, 2025Reported quarterly or annual results37
  5. Oct 18, 2024Reported quarterly or annual results38
  6. Jul 19, 2024Reported quarterly or annual results39
  7. Apr 19, 2024Reported quarterly or annual results40
  8. Jan 19, 2024Reported quarterly or annual results41

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

219 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 97 major events, 5 insider forms, 20 private raises, 77 other. The latest 20:

  1. Oct 15, 2026D/A EDGAR
  2. Sep 21, 20268-K EDGAR
  3. Sep 4, 2026SC TO-I/A EDGAR
  4. Aug 28, 202640-17G EDGAR
  5. Aug 20, 20268-K EDGAR
  6. Aug 11, 20268-K EDGAR
  7. Aug 7, 202610-Q EDGAR
  8. Aug 3, 2026SC TO-I EDGAR
  9. Jul 28, 20268-K EDGAR
  10. Jul 20, 20268-K EDGAR
  11. Jun 30, 2026D/A EDGAR
  12. Jun 22, 20268-K EDGAR
  13. Jun 16, 20268-K EDGAR
  14. Jun 5, 2026SC TO-I/A EDGAR
  15. May 21, 20268-K EDGAR
  16. May 8, 202610-Q EDGAR
  17. May 5, 2026DEFA14A EDGAR
  18. Apr 30, 2026SC TO-I EDGAR
  19. Apr 23, 2026DEF 14A FORM- DEF 14A EDGAR
  20. Apr 21, 20268-K EDGAR

The 219 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

1 open-market trades by officers, directors and large owners since October 2021: 1 buys and 0 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Mar 20, 2025Schoenfeld RogerDirectorBuy9,643$10.37$100.0KForm 4

From Forms 4 filed with the SEC.

Money raised

Private offerings the company reported to the SEC on Form D.

  1. Jan 15, 2019Raised $3.1 billion in a private offering of equity Form D: 14,677 investors so far Form D

SEC filer profile

How Monroe Capital Income Plus Corp is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARMonroe Capital Income Plus Corp1
  • CIK0001742313
  • Employer ID (EIN)83-07110225
  • Filer statusNon-accelerated filer an emerging growth company; not a smaller reporting company; not a shell company5
  • Incorporated inMaryland5
  • Fiscal year endsDecember 311
  • Business address155 North Wacker Drive, Floor 35, Chicago, IL 606061
  • Phone(312) 258-83001
  • Shares outstanding279,445,109 as of Aug 6, 202610
  • Public float$0 as of Jun 30, 20258
  • AuditorGRANT THORNTON LLP, Chicago, Illinois PCAOB ID 248; no auditor attestation of internal control over financial reporting5
  • On EDGAR sinceJun 1, 20181
  • Filings315 in all: 8-K (126), D/A (29), 10-Q (24), SC TO-I (19), SC TO-I/A (19), 3 (13), DEFA14A (13), 4 (9)1
    All 27 form types

    DEF 14A (9), 10-K (8), 40-17G (8), 40-APP (5), ABS-15G (5), SC 13G (5), 40-APP/A (4), ARS (3), CORRESP (3), SC 13D (2), SC 13D/A (2), SC 13G/A (2), 10-12G (1), 10-12G/A (1), APP WD (1), D (1), N-54A (1), PRE 14A (1), SC TO-C (1)

  • Latest filingsAnnual report (10-K) Mar 6, 2026
    Quarterly report (10-Q) Aug 7, 2026
    Proxy statement (DEF 14A) Apr 23, 2026
    Latest 8-K (8-K) Sep 21, 2026

Securities registered for trading

ClassSymbolExchange
None

From the cover page of the 10-K filed Mar 6, 2026 (Section 12(b) of the Exchange Act).5

Risk factors and legal proceedings

The risks Monroe Capital Income Plus Corp names in Item 1A of its 10-K filed Mar 6, 2026: 77 risks under these headings, as written.5

  • Risks Relating to Our Business and Structure
  • Risks Related to Our Investments
  • Risks Relating to Our Common Stock
  • We depend upon MC Advisors’ senior management for our success, and upon its access to the investment professionals of Monroe Capital and its affiliates.
  • Our business model depends to a significant extent upon strong referral relationships with financial institutions, sponsors and investment professionals. Any inability of MC Advisors to maintain or develop these relationships, or the failure of these relationships to generate investment opportunities, could adversely affect our business.
  • Our financial condition and results of operations depend on our ability to manage our business effectively.
  • We have entered into an Asset Purchase Agreement with certain of our affiliates, but there is no guarantee that the transactions contemplated thereby will close.
  • There may be conflicts related to obligations that MC Advisors’ senior investment professionals and members of its investment committee have to other clients.
  • MC Advisors or its investment committee may, from time to time, possess material nonpublic information, limiting our investment discretion.
  • Our management and incentive fee structure may create incentives for MC Advisors that are not fully aligned with the interests of our stockholders.
  • Our incentive fee may induce MC Advisors to make certain investments, including speculative investments.
  • The Amended Investment Advisory Agreement with MC Advisors and the Administration Agreement with MC Management were not negotiated on an arm’s length basis and may not be as favorable to us as if they had been negotiated with an unaffiliated third-party.
The other 68 risks
  • Our ability to enter into transactions with our affiliates is restricted, which may limit the scope of investments available to us.
  • We and our affiliates expect to hold controlling and non-controlling interests in other private fund managers which could preclude us from pursuing certain investments. In addition, from time to time, we may lend to, or otherwise invest in, unaffiliated registered investment advisers, which may create conflicts of interest.
  • We operate in a highly competitive market for investment opportunities, which could reduce returns and result in losses.
  • We will be subject to U.S. federal income tax imposed at corporate rates if we are unable to qualify or maintain qualification as a RIC under Subchapter M of the Code.
  • An extended disruption in the capital markets and the credit markets could negatively affect us and our portfolio companies.
  • We could raise capital through other channels.
  • We may have difficulty paying our required distributions if we recognize income before, or without, receiving cash representing such income.
  • The 1940 Act allows us to incur additional leverage, which could increase the risk of investing in us.
  • Regulations governing our operation as a BDC affect our ability to and the way in which we raise additional capital.
  • We maintain several leverage facilities and may use other borrowed funds to make investments or fund our business operations, which exposes us to risks typically associated with leverage and increases the risk of investing in us.
  • Provisions in our credit facilities may limit discretion.
  • A substantial amount of our assets are subject to security interests under our leverage facilities and if we default on our obligations under any such facility, we may suffer adverse consequences, including foreclosure on our assets.
  • We are subject to certain risks in connection with securitization transactions.
  • To the extent we continue to use debt to finance our investments, changes in interest rates will affect our cost of capital and net investment income.
  • We are subject to risks related to corporate social responsibility.
  • We are exposed to risks associated with changes in interest rates.
  • If we do not invest a sufficient portion of our assets in qualifying assets, we could fail to qualify as a BDC, which would have a material adverse effect on our business, financial condition and results of operations.
  • A majority of our portfolio investments are recorded at fair value as determined in good faith by our Valuation Designee and, as a result, there may be uncertainty as to the value of our portfolio investments.
  • Legislative or regulatory tax changes could adversely affect investors.
  • We may experience fluctuations in our quarterly operating results.
  • Changes in laws or regulations governing our operations may adversely affect our business or cause us to alter our business strategy.
  • Our Board may change our investment objective, operating policies and strategies without prior notice or stockholder approval, the effects of which may be adverse.
  • MC Advisors can resign on 60 days’ notice under the Amended Investment Advisory Agreement, and we may not be able to find a suitable replacement within that time, resulting in a disruption in our operations that could adversely affect our financial condition, business and results of operations.
  • MC Management can resign on 60 days’ notice from its role as our administrator under the Administration Agreement, and we may not be able to find a suitable replacement within that time, resulting in a disruption in our operations that could adversely affect our financial condition, business and results of operations.
  • There are significant financial and other resources necessary to comply with the requirements of being a public reporting entity.
  • Efforts to comply with the Sarbanes-Oxley Act involve significant expenditures, and non-compliance with the Sarbanes-Oxley Act may adversely affect us and the value of our common stock.
  • Terrorist attacks, acts of war, global health emergencies or natural disasters may affect any market for our common stock, impact the businesses in which we invest and harm our business, operating results and financial condition.
  • The failure in cybersecurity systems, as well as the occurrence of events unanticipated in our disaster recovery systems and management continuity planning, could impair our ability to conduct business effectively.
  • A data breach could negatively impact our business and result in significant penalties.
  • We may incur lender liability as a result of our lending activities.
  • We may incur liability as a result of providing managerial assistance to our portfolio companies.
  • Political and regulatory conditions that contribute to uncertainty and market volatility including legislative, regulatory, trade and policy changes could materially impact our business operations and financial performance and business and financial performance of our portfolio companies.
  • Changes to United States tariff and import/export regulations could negatively affects us and our portfolio companies.
  • We are subject to risks associated with artificial intelligence and machine learning technology.
  • Economic recessions or downturns could impair our portfolio companies and harm our operating results.
  • Inflation may adversely affect the business, results of operations and financial condition of our portfolio companies.
  • Market conditions have materially and adversely affected debt and equity capital markets in the United States and around the world.
  • We and our portfolio companies may maintain cash balances at financial institutions and exceed federally insured limits and may otherwise be materially affected by adverse developments affecting the financial services industry, such as actual events or concerns involving liquidity, defaults or non-performance by financial institutions or transactional counterparties.
  • Our investments in leveraged portfolio companies may be risky, and we could lose all or part of our investment.
  • Our portfolio companies consist of and will likely continue to consist primarily of lower middle-market, privately owned companies, which may present a greater risk of loss than loans to larger companies.
  • We may be subject to risks associated with our investments in senior secured loans.
  • We may be subject to risks associated with our investments in junior debt investments.
  • We may be subject to risks associated with “covenant-lite” loans.
  • We may be subject to risks associated with our investments in unitranche secured loans and securities.
  • We may be subject to risks associated with our investments in bank loans.
  • We may be subject to risks associated with our investments in Securitized Products.
  • Collateralized Loan Obligations.
  • Loans may become nonperforming for a variety of reasons.
  • The lack of liquidity in our investments may adversely affect our business.
  • Price declines and illiquidity in the corporate debt markets may adversely affect the fair value of our portfolio investments, reducing our net asset value through increased net unrealized losses.
  • Our portfolio companies may prepay loans, which prepayment may reduce stated yields if capital returned cannot be invested in transactions with equal or greater expected yields.
  • We may be subject to risks associated with our investments in the business services industry.
  • We may be subject to risks associated with our investments in the healthcare and pharmaceuticals industry.
  • We may be subject to risks associated with our investments in the technology industry.
  • To the extent original issue discount and payment-in-kind interest constitute a portion of our income, we will be exposed to typical risks associated with such income being required to be included in taxable and accounting income prior to receipt of cash representing such income.
  • We are a non-diversified investment company within the meaning of the 1940 Act, and therefore we are not limited by the 1940 Act with respect to the proportion of our assets that may be invested in securities of a single issuer.
  • We may hold the debt investments of leveraged companies that may, due to the significant volatility of such companies, enter into bankruptcy proceedings.
  • Our failure to make follow-on investments in our portfolio companies could impair the value of our portfolio.
  • Because we do not hold controlling equity interests in the majority of our portfolio companies, we may not be able to exercise control over our portfolio companies or to prevent decisions by management of our portfolio companies, which could decrease the value of our investments.
  • Defaults by our portfolio companies will harm our operating results.
  • Our portfolio companies may incur debt that ranks equally with, or senior to, our investments in such companies.
  • We may be subject to risks associated with syndicated loans.
  • We may be subject to risks associated with our investments in special situation companies.
  • The disposition of our investments may result in contingent liabilities.
  • We may be subject to additional risks if we engage in hedging transactions and/or invest in foreign securities.
  • We may not realize gains from our equity investments.
  • We may be subject to risks associated with investments in credit return swaps and other derivatives products.
  • We may be subject to risk associated with margin calls in connection with our credit default swaps or other derivatives transactions.

Legal proceedings

From time to time, we, our executive officers, directors and our investment adviser, its affiliates and/or any of their respective principals and employees are subject to legal proceedings in the ordinary course of business, including those arising from our investments in our portfolio companies, and we may, as a result, incur significant costs and expenses in connection with such legal proceedings. Legal proceedings may increase to the extent we find it necessary to foreclose or otherwise enforce remedies with respect to any loans that are in default, which borrowers may seek to resist by asserting counterclaims and defenses, against us or our investment adviser. As of December 31, 2025, we were not subject to any material pending legal proceedings.

We and our investment adviser are also subject to extensive regulation, which may, from time to time, result in requests for information from us or our investment adviser or regulatory proceedings or investigations against us or our investment adviser. We may incur significant costs and expenses in connection with any such information requests, proceedings or investigations.

While the outcome of any such future legal or regulatory proceedings cannot be predicted with certainty, there can be no assurance whether any pending or future legal proceedings will have a material adverse effect on our or our investment adviser’s financial condition or results of operations in any future reporting period.

The opening of Item 3, Legal Proceedings.5

Sources

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    SEC EDGAROther events
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    SEC EDGAROther events
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