Differentiated, diverse capabilities

Customized to your needs
by specialist teams

Explore

85

Years of
market experience*

Meet leadership

100%

Voting shares
held by employees*

Culture In Action

100

Top score on
Corporate Equality Index*

Diversity, equity & inclusion

5

Consecutive years
as a Best Place to Work**

Join us

$205.6B

Total assets
under supervision¹

including

$114.7B

$46.5B

$44.4B

Currency assets under management (non-securities)¹

Assets under advisement¹

Regulatory assets under management¹

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Featured capabilities

Wealth

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Customized wealth planning

Connect to what matters today and across generations through a comprehensive, individualized wealth plan

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Banking

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MERGERS & ACQUISITIONS

Sophisticated, creative solutions aligned with specific business objectives

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Mutual Funds

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Small Company Fund

Gain favorable risk-adjusted return potential while driving positive social and environment impact

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Mutual Funds

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High Yield Fund

Capitalize on strong income potential through a portfolio of smaller-mid size high yield names

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Retirement Plans

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FIDUCIARY SOLUTIONS

Manage fiduciary risk through 3(21) and 3(38) partnerships and more

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RETIREMENT plans

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myFinancial Future

Mesirow employer-sponsored retirement plan participants can access a professionally managed, customized retirement portfolio through our advisor managed accounts.

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CAPITAL MARKETS

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P3 financing expertise

Discover how our capital markets teams collaborate on innovative public-private partnership ("P3") financings

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Currency

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Currency management

Manage unrewarded currency risk through customized passive and active solutions

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Mutual Funds

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Enhanced Core Plus Fund

A differentiated strategy designed to optimize a mix of fixed income assets with a currency overlay

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Voices

Headshot of Carl Davis

Carl Davis

“I’m driven to help my internal stakeholders identify the best talent possible for every role, across every business line.”

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Headshot of Anthony Deras

Anthony Deras

“I am driven by the prospect of learning about different investment styles and understanding the drivers of each asset classes’ returns.”

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Headshot of Rita Latnhotha

Rita Latnhotha

“My typical day is varied and fast paced as I act as liaison between plan sponsors, recordkeepers and fund managers.”

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* As of 9.30.22 unless otherwise noted. | 1. “Assets under supervision” includes regulatory assets under management; assets under advisement; and non-securities currency assets under management. For these purposes: (1) regulatory assets under management (“RAUM”) is calculated in accordance with Instruction 5A of Form ADV and includes all assets of securities portfolios (both discretionary and non-discretionary). (2) Some assets under advisement (“AUA”) are on a 45-to-90-day lag due to time needed to confirm away assets. (3) currency assets under management includes AUM associated with (i) active and passive currency risk management products $114.06 billion, (ii) non-fx overlay strategies such as equitization and beta overlays $658.56 million, and (iii) alpha strategies $33,491,356. In all such cases, AUM is calculated based on notional value of currency investments. Additionally, AUM for alpha strategies is adjusted because clients can select a volatility target (generally between 2% and 12% annualized), which is normalized to 2% in order to create a consistent depiction of alpha strategy AUM. This results in a “scaled” AUM, which is higher than the actual aggregate notional value of all alpha strategy portfolios if clients have selected a volatility target higher than 2%. As of 9.30.22, the “unscaled” AUM for alpha strategies was $6,032,254.

**Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of a firm’s future performance nor do they evaluate the quality of services provided to clients nor should they be construed as a current or past endorsement of Mesirow by any of its clients. Please see this page for important information.