Firm Information

Compensation
N/A
Number of Advisors
6 advisors
Number of Clients
14 clients
Average Client Portfolio
$455.4M average
Assets Under Management
$6.4B

Fee Structure

Financial Planning:Investment management only

MFPEA serves as an investment advisor to clients and collects a management fee. Management fees range up to 2.0% of committed capital, or invested capital of the Client. Fees for Clients in extension years may be reduced, including to nil. The specific payment terms and other conditions of the management fees are set forth in the governing documents relating to the Clients.

Areas of Practice
Investment Management
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Advisor Information

Office location

353 North Clark St, Chicago, IL, 60654

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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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Other Business Activities

Robert advises Real Food Blends, a food product company, on strategic and financing alternatives. He dedicates minimal time to this activity.

Employment History
Current Registrations
Mesirow Financial, INC.
April 2010 - Present · 15 yrs 9 mos
Mesirow Financial, INC.Broker
April 2010 - Present · 15 yrs 9 mos
Mesirow Financial Private Equity Advisors, INC.
December 2004 - Present · 21 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 1997 - July 1999 · 1 yr 11 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.