Mesirow Financial Investment Management Inc

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Assets, Funds, Holdings

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Mesirow Financial Investment Management Inc
CRD #111135
SEC #801-27047
CIK #0001469475
AUM $45.2 BB (2024-07-17)
Employees 185 (54% Investors, 44% Brokers)
Phone800-621-4421
Address353 N Clark St
Chicago, IL 60654
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
604836241202001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 0.2
MSFT 1,918.2 0.1
GOOG 1,482.6 0.1
AMZN 1,093.0 0.1
GOOGL 1,475.1 0.1
JPM 340.2 0.1
TMO 209.7 0.1
GLD 0.0
COST 207.6 0.0
FDX 62.2 0.0
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Holdings by Sector ($BB)
5.04.03.02.01.00.02015201820212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Mesirow Floating Rate Fund I LP [2021-06-25] 110.5 137.2
Other Mesirow Real Estate Value Fund IV Feeder LP [2021-06-25] 7.5 8.3
RE Mesirow Financial Employee Real Estate Value Fund IV LP [2019-06-26] 3.4 10.2
RE Mesirow Financial Real Estate Value Fund IV LP [2019-06-26] 538.2 1,772.0
Other Wealth Advisors Feeder Fund I LP [2019-06-26] 64.4 60.7
RE Mesirow Financial Employee Real Estate Value Fund III LP 2018-06-28 10.5
RE Mesirow Financial Employee Real Estate Value Fund II LP [2018-06-28] 3.4 1.6
RE Mesirow Financial Employee Real Estate Value Fund LP [2018-06-28] 1.6 0.0
RE Mesirow Financial Real Estate Value Fund III LP [2018-06-28] 351.1 1,638.7
RE Mesirow Financial Real Estate Value Fund II LP [2018-06-28] 542.5 234.5
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AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 12,646 9.4
(b) Individuals (high net worth individuals) 278 1.1
(c) Banking or thrift institutions 1 0.4
(d) Investment companies 3 0.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 10 4.5
(g) Pension and profit sharing plans 24 0.4
(h) Charitable organizations 23 0.4
(i) State or municipal government entities 53 2.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 14 7.4
(l) Sovereign wealth funds and foreign official institutions 3 0.2
(m) Corporations or other businesses not listed above 38 19.1
(n) Other 18 0.3
Total 13,396 45.2
By Discretionary
Discretionary 12,256 44.0
Non-Discretionary 1,140 1.1
Total 13,396 45.2
By Non-United States Persons
Non-United States Persons 1.2
United States Persons 43.9
Total 13,396 45.2
Limited Partners2011 - 2024
Minnesota State Board of Investment
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 # Filings # Firms 2011 - 2024
Richard Price 32
Dennis Black 25
Kristie Paskvan 18
Alasdair Cripps 17
John Pierson 17
Dominick Mondi 11
Mesirow Financial Services Inc 8
Guy Chiariello 10
Charles Kendrick 10
Benjamin Blakney 5
View All
EDGAR Form CIK 2011 - 2024
13F-HR [0001469475]
Comparable Firms State AUM ($BB)
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NY 78.4
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NM 41.8
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Angel Oak Capital Advisors LLC
GA 10.4
Waverly Advisors LLC
AL 10.1
Ancora Advisors LLC
OH 4.3
Family Management Corporation
NY 3.6
True North Advisors LLC
TX 3.3
Highmore Capital LLC
NY 2.7
Wellesley Asset Management Inc
NH 2.1
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