Mesirow Financial Private Equity Advisors, Inc. is a large advisory firm based in Chicago. It manages $4.68 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Illinois.
Mesirow Financial Private Equity Advisors provides portfolio management for businesses and institutional clients and selects private equity investment partnerships. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as private equity limited partnership interests.
The assets under management (AUM) of Mesirow Financial Private Equity Advisors, Inc. is $4.68 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1045013% since the beginning of its operation, and $504.1 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Mesirow Financial Private Equity Advisors, Inc. for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and state or municipal government entities. The largest group of clients of Thomas Edward Galuhn is pooled investment vehicles with 14 clients and $3.85 billion of assets under management. Among the 11 most similar advisory firms, Mesirow Financial Private Equity Advisors has the 6th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.68 billion for 15 clients. None of the firm’s clients are foreign persons or businesses.
Mesirow Financial Private Equity Advisors also advises several private funds. Namely, one other private fund and fourteen private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.
The company employs 15 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Thomas Edward Galuhn has been acting as President since 1 Apr 2012. Robert Mark Debolt has served as the Chief Investment Officer since 1 Apr 2016 and Marc Evan Sacks is the Chief Executive Officer of Mesirow Financial Private Equity Advisors, Inc. family office. Natalie Brown joined the executive team most recently as the Cfo.
The principal office where Mesirow Financial Private Equity Advisors, Inc. performs its advisory services is located at 353 North Clark St, Chicago, IL 60654, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-595-6000 or by fax 312-595-7208. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at mesirowfinancial.com.