Adviser Record

Mesirow Financial Private Equity Advisors, Inc.

Registered investment adviser · Chicago, IL · CRD #112084

Form ADV data as of 2026-09-01
Regulatory assets
$6.94 billion
Total accounts
17
Employees
19
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$6.94 billion
Non-discretionary regulatory assets under management$0
Total regulatory assets under management$6.94 billion
Discretionary accounts17
Non-discretionary accounts0
Total accounts17
Regulatory assets under management attributable to non-U.S. persons$564.9 million

People

Total employees (excluding clerical)19
Employees performing investment advisory functions (including research)7
Employees who are registered representatives of a broker-dealer7
Employees registered as investment adviser representatives with a state7
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents0
Firms or persons who solicit advisory clients on the firm's behalf3

Custody

Has custody of client cash or bank accountsYes
Has custody of client securitiesYes
Client funds and securities held in the firm's custody$6.07 billion
Clients for whom the firm has custody16
A related person has custody of client cash or bank accountsNo
A related person has custody of client securitiesNo
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo
Number of persons acting as qualified custodians for the firm's clients2

How the firm is compensated

Performance-based feesOther

Advisory services offered

Portfolio management for businesses or institutional clientsOther

Other business activities

Other financial product salesperson

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Registered municipal advisorCommodity pool operator or commodity trading advisorPension consultantReal estate broker or dealerSponsor or syndicator of limited partnershipsSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Client types

Type of clientClientsAssets
Pooled investment vehicles (other than investment companies and BDCs)16$6.07 billion
State or municipal government entities (including government pension plans)1$870.4 million