SourcingSourcing

MESIROW RE-IA, INC.

C35
CRD 328098·SEC 801-129619·CHICAGO, IL
AUM
$1.51B
$1B+
Est. Revenue
$15.1M
@ 1% on AUM
Est. EBITDA
$4.5M
@ 30% margin
Est. Deal Value
$36.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MESIROW RE-IA, INC.
CRD
328098
SEC file #
801-129619
EIN
—
DBA names
—

Economics

AUM
$1.51B
AUM band
$1B+
AUM trajectory
'25'26
$1.51B → $1.51B▬ 0%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
18
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
mesirowfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MESIROW FINANCIAL
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
MESIROW FINANCIAL
CRIPPS, ALASDAIR, ROBERT
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
MESIROWFINANCIAL.COM
Rdap Domain Creation Date
1999-02-11T05:00:00Z
Rdap Firm Age Years
27
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
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-02-11T05:00:00Z
Rdap Domain Last Changed
2025-12-13T07:10:47Z
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 (4)

4
CRIPPS, ALASDAIR, ROBERT
Executive Officer · 2.5%
5277913
KEIG, JESSE, JOSEPH
Executive Officer · 2.5%
5268961
PRICE, RICHARD, SCOTT
Executive Officer · 2.5%
367760
SHIELDS, JAMES
Executive Officer · 2.5%
2927398