SourcingSourcing

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.

C18
CRD 112084·SEC 801-57914·CHICAGO, IL
AUM
$7.09B
$1B+
Est. Revenue
$70.9M
@ 1% on AUM
Est. EBITDA
$21.3M
@ 30% margin
Est. Deal Value
$170.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.
CRD
112084
SEC file #
801-57914
EIN
—
DBA names
—

Economics

AUM
$7.09B
AUM band
$1B+
AUM trajectory
'20'26
$4.68B → $7.09B▲ +51%
Client mix
Pooled Investment Vehicles16
State Or Municipal Govt1

Operations

Employees (total)
19
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
3 advisors → 6 advisors▲ +100%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businessesOther Advisory Services
Fee basis
Performance-based feesOther Compensation

Filings

Latest ADV filing
09/03/2025
ADV-W filed at
—
Website
mesirow.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MESIROW FINANCIAL SERVICES, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
MESIROW FINANCIAL SERVICES, INC.
KEIG, JESSE, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MESIROW.COM
Rdap Domain Creation Date
1998-08-17T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
E*trade4
Bny Mellon2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-08-16T04:00:00Z
Rdap Domain Last Changed
2024-06-17T06:08:07Z
Rdap Nameservers
Cbru.br.ns.els-gms.att.netCmtu.mt.ns.els-gms.att.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (10)

10
DEBOLT, ROBERT, MARK
IAR · Executive Officer · 2.5%
2912563
KEIG, JESSE, JOSEPH
Executive Officer · 2.5%
5268961
PRICE, RICHARD, SCOTT
Executive Officer · 2.5%
367760
SHIELDS, JAMES
Executive Officer · 2.5%
2927398
COEN, MATTHEW, DAVID
Executive Officer · 2.5%
5712692
MARC EVAN SACKS
IAR
1764239
COURTNEY WILSON HAYNES
IAR
5115194
RYAN MICHAEL FEDRONICH
IAR
5408828
KRISTINA MESZAROS PIERCE
IAR
5000740
BRADLEY SCOTT KARELITZ
IAR
5469141