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MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.

353 N. Clark Street
Chicago, Illinois 60654
Tel: 312-595-6000

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About MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.

MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC, formally registered with the SEC as MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. The firm was established in 03/29/2022. They have over 2 offices throughout the country.

MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. is a Chicago, Illinois based Financial Planning firm with nearly $1,158,277,000 assets under management, offering retirement planning & investment advisory services to 27 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#319065
SEC#801-123569
Assets Managed by Firm$1,158,277,000
No. of Clients27
No. of Advisors16

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total27$1,158,277,000
High net worth individuals2$2,828,000
Pension and profit sharing plans7$219,192,000
Charitable organizations5$80,099,000
Corporations or other businesses2$4,992,000

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