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 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

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

    Chief Financial OfficerCRD 5268961

Contacts

2 of 2
  • JAMES SHIELDS

    Managing DirectorCRD 2927398

  • 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