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 Central Avenue, Suite 200, Highland Park, IL, 60035

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mesirow Financial Investment Management, INC.
March 2006 - Present · 19 yrs 10 mos
Mesirow Financial, INC.
March 1995 - Present · 30 yrs 10 mos
Mesirow Financial, INC.Broker
March 1995 - Present · 30 yrs 10 mos
Previous Registrations
Mesirow Financial, INC.
January 1998 - December 2009 · 11 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 1993 - March 1995 · 1 yr 5 mos
State Registrations20 states
CACOCTFLIAILINKYMAMIMNNCNJNVNYOHORTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian Joel Shevitz - Financial Advisor | AdvisorDiscover