CRD: 111135
Mesirow Financial Investment Management, Inc.
$50.4B Total AUM
$49.2B Disc. AUM
4.3% 3Y CAGR
161 Employees
90,291 ADV. Clients
40 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Atlas horizonPeak quantum +more
- Established Date
- 05-15-1986
- Office Locations
- 14
Office Locations
309 SE Osceola Street Suite 105 Stuart FL
353 N. Clark Street Chicago IL
610 Central Avenue Suite 200 Highland Park IL
About Mesirow Financial Investment Management, Inc.
Mesirow Financial Investment Management, Inc. is a Chicago-based RIA with 14 offices. The firm has been operating for 40 years. Managing $50.4B in total assets under management, with 116 advisory representatives. They custody assets with Fidelity/NFS. Services offered include 529 Plans, Asset Management, Business Succession.
Team overview
47 AVG AGE
$434.8M AVG AUM / ADVISOR
$558.6K AVG AUM / CLIENT
11.4 yrs AVG TENURE
161 Employees
116 Advisory Reps
82 RIA Reps
40yrs Firm Age
Insights
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Asset Classes
Eagle delta Bridge Catalyst focus Horizon Summit harbor Matrix Fusion pioneer Radial Ember Timber Delta eagle Momentum Glacier
Client Personas
Radial harbor Insight
Custodian
Atlas Oak radial Alpha element Matrix Eagle Wave Quantum zenith Vertex prime Vector element North vertex North zenith Signal crest
Fund Managers
Catalyst
Investment Themes
Capital fusion Insight Pathway Pioneer signal Insight summit Momentum bridge Matrix Delta Insight
Investment Vehicles
Value zenith Timber prime
Platform
Delta prime
Services
Beacon North frontier Value quantum Glacier vital Catalyst pathway Capital Value ridge Pathway Peak unison Capital quantum Horizon ridge Harbor glacier Optima
Technology
Glacier foundation Wave fusion Legacy zenith Pathway prime
Owner & Executives
M
MICHAEL EDWARD ANNIN
President
- CRD
- #4393776
- Ownership
- Less than 5%
(457) 325-5338
peak.vital@primecapital.com
in linkedin.com/in/momentum-radial
A
ALASDAIR ROBERT JAMES CRIPPS
Chief Executive Officer, Co-Chief Investment Officer
- CRD
- #5277913
- Ownership
- Less than 5%
(290) 569-3327
signal.horizon@wavecapital.com
in linkedin.com/in/fusion-delta
E
Element matrix
North quantum
- CRD
- #55134
- Ownership
- 49.1%
(708) 693-8391
beacon.harbor@ridgecapital.com
in linkedin.com/in/horizon-delta
Showing 2 of 8 owners & executives
Unlock allContacts
ALAN HOWARD ABRAMSON
Senior Managing Director, Wealth Advisor
- CRD
- #2424715
(389) 423-8627
bridge.prime@ridgecapital.com
in linkedin.com/in/eagle-wave
MICHAEL ALAN ADAMSKI
Vice President, Wealth Advisor
- CRD
- #4455052
(965) 363-1304
vital.crest@pathwaycapital.com
in linkedin.com/in/bridge-catalyst
Z
Zenith bridge
Pathway zenith unison
- CRD
- #88464
(320) 786-4144
timber.ridge@bridgecapital.com
in linkedin.com/in/capital-insight
Showing 2 of 92 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,198,841,000 | $551,785 |
| Non-Discretionary | $1,239,534,000 | $1,098,878 |
| Total | $50,438,375,000 | $558,620 |
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Separately Managed Accounts
Total SMA Asset: $47,547,756,000
Other:
5.0% Public Funds:
9.3% Equity - Exchange:
8.8% Cash:
26.1% Corporate - Investment Grade:
26.0% Municipal Bonds:
13.1% U.S. Government/Agency:
11.7% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $227,860,226 | 5.0% |
| Public Funds | $423,820,021 | 9.3% |
| Equity - Exchange | $401,033,998 | 8.8% |
| Cash | $1,189,430,382 | 26.1% |
| Corporate - Investment Grade | $1,184,873,177 | 26.0% |
| Municipal Bonds | $596,993,793 | 13.1% |
| U.S. Government/Agency | $533,192,931 | 11.7% |
| Total | $4,557,204,528 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON OPTIMA | PIONEER SIGNAL | RJAYS8EXN | IJMSJ | 1.73% | $6,419,493 |
| VALUE ATLAS | QUANTUM ALPHA | WKLDQYCYM | DVI | 5.78% | $76,019,136 |
| PIONEER CAPITAL PRIME | BRIDGE ELEMENT | 9JORJ6CUV | WJG | 4.06% | $65,701,579 |
| VITAL PATHWAY | ATLAS EMBER | CT99OLVE8 | ZJNG | 3.86% | $1,264,256 |
| FRONTIER PIONEER SUMMIT | GLACIER VITAL | YPTNVPK0X | TQXX | 6.94% | $37,017,251 |
| SIGNAL MATRIX | MERIDIAN ATLAS | GP00K83IR | FAF | 8.98% | $60,019,083 |
| DELTA CREST PRIME | FUSION SUMMIT | VZKOYA36A | XUIEA | 6.43% | $84,369,675 |
| OPTIMA NORTH PATHWAY | CATALYST CAPITAL | 8DUY6UWYK | TZX | 2.50% | $75,880,808 |