Mesirow Institutional Investment Management, Inc.
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 319065
- Registered since
- March 29, 2022
- Fee structure
- Percentage of AUM
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jesse Keig
Chief Financial OfficerCRD 5268961
Contacts
2 of 2James Shields
Managing DirectorCRD 2927398

Richard Price
Executive ChairmanCRD 367760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$3.8M in ETFs
100%
$3.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $2.7M | 4,551 | 71.23% |
Location
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
Morningstar Investment Management LLC
RIAChicago, IL
Rreef America L.L.C.
RIAChicago, IL
Riverglade Capital
RIAChicago, IL
CIBC Private Wealth Advisors, Inc.
RIAChicago, IL
Harbor Capital Advisors, Inc.
RIAChicago, IL
Chicago Wealth Management, Inc.
RIAChicago, IL