Mesirow Financial Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated April 1, 2026, reports $43.4B in regulatory assets under management, 197 employees, 11 offices, and 14,109 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Source verified May 13, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 84.3% of total clients.
Top client categories% of clientsClients
1
Pension Plans
84.3%
76,209
2
HNWI
15.5%
14,040
3
Government
0.1%
53
Additional categories (<0.1%)
ENDOWMENT18 clients
Individuals16 clients
Corporations11 clients
Charitable10 clients
Insurance Cos.9 clients
Pooled Investment Vehicles5 clients
Investment Cos.<5 clients
Sovereign Wealth<5 clients
Banks<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$50.4Bas of June 24, 2026
Discretionary97.5%
$49.2B
98% of total RAUM97.5%
Non-discretionary2.5%
$1.2B
2% of total RAUM2.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$50.4B
Total Accounts90,291
10Y AUM Change+$31.0B (+160.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees161
Clients per Employee561:1
10Y Employee Change-16 (-9.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.