Mesirow Re Ia, Inc.
- Regulatory AUM
- $2.6B
- Discretionary
- $2.6B
- Clients
- 2
- Avg AUM / client
- $1.3B
- Accounts
- 2
- Employees
- 21
AUM over time
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) | 2 | $2.6B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $538M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mesirow Financial Real Estate Value Fund V, L.P. | Real Estate Fund | Delaware | $532M | 18 |
| Mesirow Financial Employee Real Estate Value Fund V, L.P. | Real Estate Fund | Delaware | $6.0M | 33 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brown, Natalie, Annette | Director, President, & Chief Executive Officer | Aug 2023 (3y) | Less than 5% | |
| Cripps, Alasdair, Robert James | Chief Executive Officer & Co Chief Investment Officer Of The Real Estate Direct Investment Division | Aug 2023 (3y) | Less than 5% | |
| Jeffrey Michael Levine | Director | Aug 2023 (3y) | Less than 5% | |
| Keig, Jesse, Joseph | Chief Financial Officer | Aug 2023 (3y) | Less than 5% | |
| Mary Jo Moon Hayes | Chief Compliance Officer | Aug 2023 (3y) | Less than 5% | |
| Price, Richard, Scott | Chairman & Director | Aug 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mesirow Financial Services, Inc. | Owner | Aug 2023 | A | 75% or more |
| Mesirow Financial Holdings, Inc. | Owner | Mar 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 (2, $538M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mesirow Financial Real Estate Value Fund V, L.P. | Real Estate Fund | $532M | $5.0M | 18 |
| Mesirow Financial Employee Real Estate Value Fund V, L.P. | Real Estate Fund | $6.0M | $50.0K | 33 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 2.15 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
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) ↗