Mesirow Financial Investment Management Inc

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Mesirow Financial Investment Management Inc ✚
CRD #	111135
SEC #	801-27047
CIK #	0001469475
AUM	50.44 B (2026-06-24)
Employees	161 (72% Investors, 63% Brokers)
Phone	800-621-4421
Address	353 N Clark St Chicago, IL 60654
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($B)
	Apple Inc	0.2
	Microsoft Corp	0.2
	Alphabet Inc	0.2
	Alphabet Inc	0.1
	J P Morgan Chase & Co	0.1
	SPDR Gold Trust	0.1
	Amazon Com Inc	0.1
	Caterpillar Inc	0.1
	United Technologies Corp /DE/	0.1
	Broadcom Inc	0.0
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Holdings by Sector ($B)

Type	Form D Funds	Date	Sold	AUM
Other	Mesirow Real Estate Value Fund IV Feeder LP	[2021-06-25]	7.5 M	8.1 M
	Offered $100,000,000 · Filed 2021-05-10 (D) · Exemption 506(b), 3(c)(1) · Minimum $5,000,000 · Remaining $92,525,000 · Duration More than one year · Revenue Decline to Disclose
RE	Mesirow Financial Employee Real Estate Value Fund IV LP	[2019-06-26]	3.4 M	10.3 M
	Offered $100,000,000 · Filed 2021-05-04 (D/A) · Exemption 506(b), 3(c)(1) · Minimum $5,000,000 · Remaining $96,625,000 · Duration More than one year · Revenue Decline to Disclose
RE	Mesirow Financial Real Estate Value Fund IV LP	[2019-06-26]	538.2 M	1,784.9 M
	Offered $1,000,000,000 · Filed 2021-05-04 (D/A) · Exemption 506(b), 3(c)(5), 3(c)(6) · Minimum $5,000,000 · Remaining $461,750,000 · Duration More than one year · Revenue Decline to Disclose
Other	Wealth Advisors Feeder Fund I LP	[2019-06-26]	74.5 M	66.9 M
	Filed 2026-03-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE	Mesirow Financial Employee Real Estate Value Fund III LP	2018-06-28		6.4 M
RE	Mesirow Financial Employee Real Estate Value Fund II LP	[2018-06-28]	3.4 M	0.4 M
	Filed 2014-12-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
RE	Mesirow Financial Employee Real Estate Value Fund LP	[2018-06-28]	1.6 M
	Filed 2012-04-30 (D) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
RE	Mesirow Financial Real Estate Value Fund III LP	[2018-06-28]	351.1 M	1,022.3 M
	Offered $750,000,000 · Filed 2018-02-23 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $398,950,000 · Duration More than one year · Revenue Decline to Disclose
RE	Mesirow Financial Real Estate Value Fund II LP	[2018-06-28]	542.5 M	68.5 M
	Offered $542,454,750 · Filed 2015-06-01 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Minimum $5,000,000 · Duration One year or less · Revenue Decline to Disclose
RE	Mesirow Financial Real Estate Value Fund LP	[2018-06-28]	377.8 M
	Offered $500,000,000 · Filed 2012-07-11 (D/A) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Minimum $5,000,000 · Remaining $122,226,250 · Duration One year or less · Net Assets Decline to Disclose
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AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	16	0.0
(b) Individuals (high net worth individuals)	14,040	13.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	5	2.9
(g) Pension and profit sharing plans	76,209	34.4
(h) Charitable organizations	10	0.1
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	11	0.1
(n) Other	0	0.0
Total	90,291	50.4
By Discretionary
Discretionary	89,163	49.2
Non-Discretionary	1,128	1.2
Total	90,291	50.4
By Non-United States Persons
Non-United States Persons		0.1
United States Persons		50.4
Total	90,291	50.4

Limited Partners	2011 - 2026
Minnesota State Board of Investment
New York City Board of Education Retirement System
New York City Employees' Retirement System
New York State and Local Retirement System
Orange County Employee Retirement System
Teachers' Retirement Security for Illinois Educators

Form D Directors	Role	# Filings	# Firms
Richard Price	Executive Officer	32	5
Dennis Black	Executive Officer	25	4
Alasdair Cripps	Executive Officer	20	3
John Pierson	Executive Officer	20	3
Kristie Paskvan	Executive Officer	18	3
Dominick Mondi	Executive Officer	11	3
Mesirow Financial Services Inc	Executive Officer	8	3
Guy Chiariello	Executive Officer	10	2
Charles Kendrick	Executive Officer	10	2
Benjamin Blakney	Executive Officer	5	2
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001469475]

Firm Profile (Form ADV)
Discretionary AUM	$11.2B
Serves	Institutional, Retail
Fund Types	Hedge Fund, Real Estate

Comparable Firms	State	AUM
Cohen & Steers Capital Management Inc ✚	NY	85.67 B
Thornburg Investment Management Inc ✚	NM	54.45 B
Cerity Partners OCIO LLC ✚	NY	21.13 B
True North Advisors LLC ✚	TX	5,422.7 M
Family Manage LLC ✚	NY	5,313.5 M
Proficio Capital Partners LLC ✚	MA	5,266.1 M
MCF Advisors LLC ✚	KY	4,684.5 M
Ancora Advisors LLC ✚	OH	4,614.8 M
Cantor Fitzgerald Investment Advisors LP ✚	NY	3,240.0 M
Altes Capital LLC ✚		3,189.3 M

Mesirow Financial Investment Management Inc

Assets, Funds, Holdings