Mesirow Financial Private Equity Advisors, Inc.

RIASEC RegisteredEst. 2000
Total AUM
$6.9B
Discretionary
$6.9B
100% of AUM
Avg account
$408M
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 Vehicles87.47%
  • State / Municipal Government12.53%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mesirow Financial Private Equity Advisors, Inc. is a corporation operating as an institutional registered investment adviser focused on serving institutional clients. The firm is SEC-registered (since 2000) and provides portfolio management for businesses and institutions while also engaging in other financial product sales activities. Its reported fee arrangements include performance-based fees in addition to other fee types. The adviser is not designated as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator on the provided snapshot. Regulatory and business affiliations extend beyond the RIA label: the firm is connected with broker-dealer activities, other investment adviser roles, registered municipal advisor functions, commodity pool operator/commodity trading advisor activities, pension consulting, real estate brokerage, and sponsorship or general partner roles for pooled investment vehicles and limited partnerships.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

    Jesse Keig

    Chief Financial OfficerCRD 5268961

  • Robert Debolt

    Robert Debolt

    Chief Executive OfficerCRD 2912563

  • Matthew Coen

    Matthew Coen

    Chief Financial OfficerCRD 5712692

Contacts

3 of 7
  • Bradley Karelitz

    Bradley Karelitz

    Senior Vice PresidentCRD 5469141

  • Ryan Fedronich

    Ryan Fedronich

    Senior Managing Director, Private EquityCRD 5408828

  • Marc Sacks

    Marc Sacks

    ChairmanCRD 1764239

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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