Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
87 advisors
Number of Clients
13,111 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$45.2B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

The firm charges an annual asset management fee, paid quarterly. For Mesirow Financial Real Estate Value Fund III, L.P. and IV, L.P., the fee is based on the greater of 1.1% of committed capital or 1.5% of invested capital during the investment period, and then 1.5% of invested capital thereafter, subject to the basic fee structure. The minimum investment is $5 million, but the General Partner has the discretion to accept investments from qualified investors below this amount. Fees may be negotiable on a client-by-client basis.

Areas of Practice
Real Estate Investing
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Advisor Information

Office location

610 Cenral Avenue, Suite 200, Highland Park, IL, 60035-3255

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Regulatory History (1)
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Customer Dispute
February 1997
Settled
Other Business Activities

Adam is the president of The James M. Gartenberg Memorial Scholarship Fund, dedicating about 10-20% of his time to fundraising. He also serves on the board of several organizations, including a synagogue, Roger Williams University, a high school, and a country club, dedicating minimal time to each.

Employment History
Current Registrations
Mesirow Financial Investment Management, INC.
December 2006 - Present · 19 yrs 1 mo
Mesirow Financial, INC.
October 2000 - Present · 25 yrs 3 mos
Mesirow Financial, INC.Broker
October 2000 - Present · 25 yrs 3 mos
Previous Registrations
Mesirow Financial, INC.
March 2001 - December 2009 · 8 yrs 9 mos
National Securities CorporationBroker
September 1996 - August 2000 · 3 yrs 11 mos
Bear, Stearns & CO. INC. Broker
July 1995 - September 1996 · 1 yr 2 mos
Oppenheimer & Co., INC.Broker
July 1989 - July 1995 · 6 yrs
Bear, Stearns & CO. INC. Broker
May 1986 - July 1989 · 3 yrs 2 mos
State Registrations15 states
AZCACTFLILMDMIMNMONJNYOHPATXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.