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Mesirow Financial Investment Management Inc
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CRD # | 111135 |
SEC # | 801-27047 |
CIK # | 0001469475 |
AUM | $45.2 BB (2024-07-17) |
Employees | 185 (54% Investors, 44% Brokers) |
Phone | 800-621-4421 |
Address | 353 N Clark St Chicago, IL 60654 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
---|
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 | |
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Mesirow Floating Rate Fund I LP | [2021-06-25] | 110.5 | 137.2 |
Other | Mesirow Real Estate Value Fund IV Feeder LP | [2021-06-25] | 7.5 | 8.3 |
RE | Mesirow Financial Employee Real Estate Value Fund IV LP | [2019-06-26] | 3.4 | 10.2 |
RE | Mesirow Financial Real Estate Value Fund IV LP | [2019-06-26] | 538.2 | 1,772.0 |
Other | Wealth Advisors Feeder Fund I LP | [2019-06-26] | 64.4 | 60.7 |
RE | Mesirow Financial Employee Real Estate Value Fund III LP | 2018-06-28 | 10.5 | |
RE | Mesirow Financial Employee Real Estate Value Fund II LP | [2018-06-28] | 3.4 | 1.6 |
RE | Mesirow Financial Employee Real Estate Value Fund LP | [2018-06-28] | 1.6 | 0.0 |
RE | Mesirow Financial Real Estate Value Fund III LP | [2018-06-28] | 351.1 | 1,638.7 |
RE | Mesirow Financial Real Estate Value Fund II LP | [2018-06-28] | 542.5 | 234.5 |
View All |
AUM Breakdown | Accounts | AUM ($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 |
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] |
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Cohen & Steers Capital Management Inc
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|
NY | 78.4 |
Thornburg Investment Management Inc
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NM | 41.8 |
Cerity Partners OCIO LLC
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NY | 15.0 |
Angel Oak Capital Advisors LLC
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GA | 10.4 |
Waverly Advisors LLC
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AL | 10.1 |
Ancora Advisors LLC
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OH | 4.3 |
Family Management Corporation
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NY | 3.6 |
True North Advisors LLC
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|
TX | 3.3 |
Highmore Capital LLC
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|
NY | 2.7 |
Wellesley Asset Management Inc
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|
NH | 2.1 |