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| Happy Holidays!! thanks for using AUM13F!! |
| Mesirow Financial Investment Management Inc
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| CRD # | 111135 |
| SEC # | 801-27047 |
| CIK # | 0001469475 |
| AUM | $43.4 B (2025-06-24) |
| Employees | 197 (50% Investors, 42% Brokers) |
| Phone | 800-621-4421 |
| Address | 353 N Clark St Chicago, IL 60654 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| SPDR Gold Trust | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Mesirow Real Estate Value Fund IV Feeder LP | [2021-06-25] | 7.5 | 7.9 |
| RE | Mesirow Financial Employee Real Estate Value Fund IV LP | [2019-06-26] | 3.4 | 9.7 |
| RE | Mesirow Financial Real Estate Value Fund IV LP | [2019-06-26] | 538.2 | 1,688.3 |
| Other | Wealth Advisors Feeder Fund I LP | [2019-06-26] | 69.4 | 74.9 |
| RE | Mesirow Financial Employee Real Estate Value Fund III LP | 2018-06-28 | 8.5 | |
| RE | Mesirow Financial Employee Real Estate Value Fund II LP | [2018-06-28] | 3.4 | 0.4 |
| 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 | 1,372.5 |
| RE | Mesirow Financial Real Estate Value Fund II LP | [2018-06-28] | 542.5 | 68.5 |
| RE | Mesirow Financial Real Estate Value Fund LP | [2018-06-28] | 377.8 | 0.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 0.0 |
| (b) Individuals (high net worth individuals) | 14,039 | 11.6 |
| (c) Banking or thrift institutions | 2 | 0.6 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 3.2 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 9 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 9 | 7.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 27 | 20.8 |
| (n) Other | 0 | 0.0 |
| Total | 14,109 | 43.4 |
| By Discretionary | ||
| Discretionary | 12,981 | 42.3 |
| Non-Discretionary | 1,128 | 1.2 |
| Total | 14,109 | 43.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 43.4 | |
| Total | 14,109 | 43.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Richard Price | 32 | |||
| Dennis Black | 25 | |||
| John Pierson | 18 | |||
| Alasdair Cripps | 18 | |||
| Kristie Paskvan | 18 | |||
| Dominick Mondi | 11 | |||
| Mesirow Financial Services Inc | 8 | |||
| Guy Chiariello | 10 | |||
| Charles Kendrick | 10 | |||
| Benjamin Blakney | 5 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001469475] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cohen & Steers Capital Management Inc
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|
NY | 81.0 |
|
Thornburg Investment Management Inc
✚
|
NM | 45.3 |
|
Cerity Partners OCIO LLC
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|
NY | 17.3 |
|
Waverly Advisors LLC
✚
|
AL | 16.1 |
|
Ancora Advisors LLC
✚
|
OH | 4.5 |
|
True North Advisors LLC
✚
|
TX | 4.5 |
|
Family Management Corporation
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|
NY | 4.4 |
|
Proficio Capital Partners LLC
✚
|
MA | 4.0 |
|
Altes Capital LLC
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|
NY | 3.1 |
|
Cantor Fitzgerald Investment Advisors LP
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|
NY | 2.4 |