Mesirow Financial Private Equity Advisors, Inc
Answer a few questions and
get matched with an advisor.
Learn more about Mesirow Financial Private Equity Advisors, Inc
Overview
Mesirow Financial Private Equity Advisors, Inc operates as a financial advisory firm that has its headquarters in Chicago, Illinois. The firm handles $6.9 billion in assets across 15 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). The company has a small team, including 6 financial advisors. Mesirow Financial Private Equity Advisors, Inc does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial assets like options, bonds and stocks.
Mesirow Financial Private Equity Advisors, Inc oversees all of the company's client assets on a discretionary basis. Discretionary management is a structure in which transaction decisions for the client's account are made by an investment advisor without requiring client authorization. Mesirow Financial Private Equity Advisors, Inc's typical account size is $460.2 million. The average advisor at Mesirow Financial Private Equity Advisors, Inc manages about three client accounts, making it one of the most personalized firms in the country.
The company's headquarters is at 353 North Clark St, Chicago, Illinois 60654. The company is legally registered to provide services to customers in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mesirow Financial Private Equity Advisors, Inc by the Numbers
$6.9 billion
18
15
$460.2 million
Fee Structure
Fees charged by financial advisors typically depend on the type of services offered. Fee types billed by the firm likely include the following fee structures: performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
It caters to pooled investment vehicles and state or municipal government entities. Out of its 15 customers, Mesirow Financial Private Equity Advisors, Inc's biggest client group is pooled investment vehicles. None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Mesirow Financial Private Equity Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Mesirow Financial Private Equity Advisors, Inc
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.