Aaron Kee Heltsley
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.
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Aaron is a founding investor in In-Game Action LLC, a sports media app. He provides capital and acts as a sounding board for strategic decisions, dedicating minimal time to this venture.