Our Market Position
Mesirow Financial is well capitalized and has been consistently profitable, with capital of $331 million and revenues totaling $333 million for fiscal 2019. As of June 30, 2019, we had assets under management and assets under advisory broken down as follows:
|Total assets under management||June 30, 2019|
|Currency Management - Core||$88.7 billion*|
|Currency Management - Alpha||$3.2 billion*|
|Fixed Income - Core Bond||$2.9 billion|
|Fixed Income - High Yield||$0.9 billion|
|Investment Strategies||$12.9 billion|
|Wealth Advisors||$5.3 billion|
|Private Equity||$4.6 billion**|
|Institutional Real Estate – Direct||$2.5 billion**|
|Equity Management||$0.6 billion|
|Retirement Planning and Advisory||$0.3 billion|
|Total assets under advisory||$36.0 billion as of June 30, 2019|
|Investment Strategies||$27.6 billion|
|Retirement Planning and Advisory||$6.2 billion**|
|Wealth Advisors||$2.1 billion**|
*This number reflects the total foreign currency portfolio exposure of clients’ underlying portfolios allocated to the Currency Division of Mesirow Financial Investment Management, Inc.
**Data may be on a 45- to 90-day lag.
Note: Totals may not add due to rounding
*As of 6.30.19. Real Estate assets include regulatory assets under management (gross asset value plus unfunded commitments). The most recent data is preliminary and estimated. Private Equity assets under management are calculated by adding uncalled commitments and net asset value as of a period end. The most recent data is preliminary and estimated. Mesirow Financial Currency Management AUM reflects assets under management for both currency risk management products (passive and active management) and alpha and macro products. Risk management product AUM reflects the total foreign currency portfolio exposure of passive and active clients’ underlying portfolios allocated to the Currency Division of Mesirow Financial. Alpha and macro product AUM reflect the client’s total investment amount in the alpha and macro strategies of the Currency Division of Mesirow Financial, which is calculated based on an annualized 2% volatility target.