Brian Jared Lorber
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
353 N. Clark St, Chicago, IL, 60654
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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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Brian is a director for Foursomes 4 Philanthropy, a non-profit organization that runs an annual charity golf tournament. He spends minimal time organizing the event and encouraging participation.