MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.

RIASEC RegisteredEst. 2000
Total AUM
$7.1B
Discretionary
$7.1B
100% of AUM
Avg account
$417M
Accounts
17
Employees
19
Advisory reps
10

Firm details

Headquarters
CHICAGO, Illinois
CRD number
112084
Registered since
September 11, 2000
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles87.55%
  • State / Municipal Government12.45%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mesirow Financial Private Equity Advisors, Inc. is a corporate-structured adviser that focuses on institutional clients and portfolio management for businesses or institutions. It operates under a mix of fee arrangements that include performance-based fees and other structures. The firm is not positioned as an ESG-focused allocator and does not report multistate adviser status. Its reported business activities include acting as an “other financial product” salesperson, and its regulatory footprint and affiliations span roles such as broker-dealer, registered municipal advisor, commodity pool operator/commodity trading advisor, pension consultant, real estate broker, and sponsor/GP or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 3
  • JESSE KEIG

    Chief Financial OfficerCRD 5268961

  • ROBERT DEBOLT

    Chief Executive OfficerCRD 2912563

  • MATTHEW COEN

    Chief Financial OfficerCRD 5712692

Contacts

3 of 7
  • BRADLEY KARELITZ

    Senior Vice PresidentCRD 5469141

  • RYAN FEDRONICH

    Senior Managing Director, Private EquityCRD 5408828

  • MARC SACKS

    ChairmanCRD 1764239

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
353 N Clark St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth