Mesirow Financial

EST. AUM
$56,000,000,000

CONTACTS
28

CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number 110754
Website mesirow.com
Client types

Overview

The firm operates two platforms. One is a retirement platform, which comprises approximately $6 billion in 401K plans and $1 billion in individual accounts. The remainder of the assets is held in their high net worth platform. Sumit Desai, a Private Wealth Analyst, is part of the wealth advisory team for the high net worth platform, where they focus on niche concentrated managers and alternatives. For the retirement platform, which includes 401K plans, the team seeks more diversified managers.

Platform Details

Investment Preferences

Alternative Activity