Mesirow Financial Private Equity Advisors, Inc.

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 112084 · SEC file 801-57914 · Chicago, IL · WWW.MESIROWFINANCIAL.COM

☆ Save with Pro ADV data as of Jun 24, 2026

Regulatory AUM: $6.9B
Discretionary: $6.9B
Clients: 17
Avg AUM / client: $408M
Accounts: 17
Employees: 19

AUM over time

$2.7B $7.1B

Mar 2012 Mar 2026

Annual snapshots from Form ADV filings · as of Jun 24, 2026

Who they serve

Client type	Clients	AUM	% of AUM
Pooled investment vehicles (non-investment companies)	16	$6.1B	87.5%
State or municipal government entities	1	$870M	12.5%

Private funds (15)

Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $4.7B combined gross assets

Fund	Type	Domicile	Gross assets	Owners
Mesirow Financial Private Equity Fund Vii B L.P. master	Private Equity Fund	Delaware	$830M	62
Mesirow Financial Private Equity Fund Vii A, L.P. master	Private Equity Fund	Delaware	$826M	53
Mesirow Financial Private Equity Partnership Fund Vi, L.P. master	Private Equity Fund	Delaware	$684M	48
Mesirow Financial Private Equity Fund Viii A, L.P. master	Private Equity Fund	Delaware	$537M	77
Mesirow Financial Private Equity Fund Viii B, L.P. master	Private Equity Fund	Delaware	$497M	85
Mesirow Financial Private Equity Partnership Fund V, L.P. master	Private Equity Fund	Delaware	$395M	50
Mesirow Financial Private Equity Special Fund B, L.P.	Private Equity Fund	Delaware	$314M	2
Mesirow Financial Private Equity 710 Fund I, L.P.	Private Equity Fund	Delaware	$155M	2
Mesirow Financial Private Equity Partnership Fund (Cayman Feeder), L.P.	Other Private Fund	Cayman Islands	$117M	2
Mesirow Financial Private Equity Partnership Fund Iv, L.P. master	Private Equity Fund	Delaware	$116M	78
Segal Marco Select Private Equity Fund Ii, L.P.	Private Equity Fund	Delaware	$100M	16
Mesirow Private Equity Opportunities Fund, L.P.	Private Equity Fund	Delaware	$76.1M	2
Mesirow Financial Capital Partners X, L.P. master	Private Equity Fund	Delaware	$33.5M	30
Mesirow Financial Private Equity Partnership Fund Iii, L.P. master	Private Equity Fund	Delaware	$22.2M	51
Mesirow Private Equity Fund Viii B Feeder, L.P. feeder	Other Private Fund	Delaware	$20.2M	58

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan	Location	Plan year
International Brotherhood Of Electrical Workers Local Union No. 99 Retirement Plan Board Of Trustees Ibew Local Union No. 99 Retirement Plan		2024
Operating Engineers' Local 324 Pension Fund Joint Board Of Trustees Operating Engineers Local 324		2024

People (11)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Robert Mark Debolt	Chief Executive Officer		Dec 2004 (22y)	Less than 5%
Price, Richard, Scott	Director		Apr 2012 (14y)	Less than 5%
Brown, Natalie, Annette	Director		Feb 2021 (6y)	Less than 5%
Jeffrey Michael Levine	Director		Feb 2021 (6y)	Less than 5%
Mary Jo Moon Hayes	Chief Compliance Officer		Apr 2021 (5y)	Less than 5%
Coen, Matthew, David	Cfo		Jun 2021 (5y)	Less than 5%
Marc Evan Sacks	Registered representative		Jun 2008 (18y)
Courtney Wilson Haynes	Registered representative		Jul 2011 (15y)
Ryan Michael Fedronich	Registered representative		Aug 2020 (6y)
Bradley Scott Karelitz	Registered representative		Apr 2021 (5y)
Kristina Meszaros Pierce	Registered representative	CFA	Oct 2021 (5y)

Entity owners (Schedule A/B)

Entity	Title / status	Since	Sch.	Ownership
Mesirow Financial Services, Inc.	Owner	Jul 2000	A	75% or more
Mesirow Financial Holdings, Inc.	Owner	Apr 1986	B	≈ 56.25% – 100% via Mesirow Financial Services, Inc.

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

Mesirow Financial Holdings, Inc.: 75% – 100% of Mesirow Financial Services, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (15, $4.7B gross assets)

Fund	Type	Gross assets	Min. investment	Owners
Mesirow Financial Private Equity Fund Vii B L.P.	Private Equity Fund	$830M	$500K	62
Mesirow Financial Private Equity Fund Vii A, L.P.	Private Equity Fund	$826M	$5.0M	53
Mesirow Financial Private Equity Partnership Fund Vi, L.P.	Private Equity Fund	$684M	$5.0M	48
Mesirow Financial Private Equity Fund Viii A, L.P.	Private Equity Fund	$537M	$5.0M	77
Mesirow Financial Private Equity Fund Viii B, L.P.	Private Equity Fund	$497M	$5.0M	85
Mesirow Financial Private Equity Partnership Fund V, L.P.	Private Equity Fund	$395M	$5.0M	50
Mesirow Financial Private Equity Special Fund B, L.P.	Private Equity Fund	$314M	$0	2
Mesirow Financial Private Equity 710 Fund I, L.P.	Private Equity Fund	$155M	$0	2
Mesirow Financial Private Equity Partnership Fund (Cayman Feeder), L.P.	Other Private Fund	$117M	$0	2
Mesirow Financial Private Equity Partnership Fund Iv, L.P.	Private Equity Fund	$116M	$5.0M	78
Segal Marco Select Private Equity Fund Ii, L.P.	Private Equity Fund	$100M	$0	16
Mesirow Private Equity Opportunities Fund, L.P.	Private Equity Fund	$76.1M	$0	2
Mesirow Financial Capital Partners X, L.P.	Private Equity Fund	$33.5M	$5.0M	30
Mesirow Financial Private Equity Partnership Fund Iii, L.P.	Private Equity Fund	$22.2M	$3.0M	51
Mesirow Private Equity Fund Viii B Feeder, L.P.	Other Private Fund	$20.2M	$250K	58

From Form ADV Section 7.B private fund reporting.

Retirement plans served (2)

Plan	Sponsor	Participants	Plan assets	As of
International Brotherhood Of Electrical Workers Local Union No. 99 Retirement Plan	Board Of Trustees Ibew Local Union No. 99 Retirement Plan	804	$110M	06/01/2024
Operating Engineers' Local 324 Pension Fund	Joint Board Of Trustees Operating Engineers Local 324	8,819	$1.9B	05/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	06/24/2026	4.48 MB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Performance-based fees
• Other fees
• TIERED FEE STRUCTURE

Services

• Portfolio management for businesses/institutional clients
• Other services

Custody

Reported custodians

BNY Mellon $885M (13% of AUM) Jun 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.

View current Form ADV (SEC/IAPD) ↗