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 an SEC-registered corporate adviser focused on institutional investment management. The firm registered with the SEC in 2022 and operates on a percentage-of-AUM fee model. It identifies as an active ESG investor and is listed as a related adviser, indicating affiliation with other entities within a broader group. Industry affiliations in the public record include roles such as broker-dealer, registered municipal advisor, commodity pool operator/CTA, pension consultant, real estate broker, and sponsor/manager of pooled investment vehicles, which suggests the firm’s activities extend beyond pure discretionary portfolio management into advisory and sponsor roles.
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
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