Mesirow Institutional Investment Management, Inc.

RIASEC RegisteredEst. 2022
Total AUM
Avg account
$0
Accounts
0
Advisory reps
3

Firm details

Headquarters
Chicago, Illinois
CRD number
319065
Registered since
March 29, 2022
Fee structure
Percentage of AUM

Firm profile

FINTRX

Overview

Mesirow Institutional Investment Management, Inc. is registered as an institutional registered investment adviser and operates on a percentage-of-AUM fee model. The firm identifies as an active ESG investor and reports a related-adviser relationship within the Mesirow organization. Its corporate activities extend beyond advisory services: the firm is affiliated with broker-dealer functions and other investment-advice roles, acts as a registered municipal advisor, and participates as a commodity pool operator or CTA, a real estate broker, and as a sponsor/GP or managing member of pooled investment vehicles and limited partnerships.

Assets & Accounts

Public Holdings

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

Owners & executives

1 of 1
  • Jesse Keig

    Jesse Keig

    Chief Financial OfficerCRD 5268961

Contacts

2 of 2
  • James Shields

    James Shields

    Managing DirectorCRD 2927398

  • Richard Price

    Richard Price

    Executive ChairmanCRD 367760

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$3.8M in ETFs

Passive

100%

$3.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$2.7M4,55171.23%

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth