Our Market Position

Mesirow Financial is well capitalized and has been consistently profitable, with capital of $336 million and revenues totaling $298 million for fiscal 2018. As of March 31, 2019, we had assets under management and assets under advisory broken down as follows: 

Total assets under management March 31, 2019
Currency Management - Core $85.3 billion*
Currency Management - Alpha $3.2 billion*
Fixed Income - Core Bond $3.2 billion
Fixed Income - High Yield $0.9 billion
Investment Strategies $11.8 billion
Wealth Advisors $5.3 billion
Private Equity $4.5 billion**
Institutional Real Estate – Direct $2.5 billion**
Equity Management $0.6 billion
Retirement Planning and Advisory $0.3 billion


Total assets under advisory $34.5 billion as of March 31, 2019
Investment Strategies $26.9 billion
Retirement Planning and Advisory $5.3 billion**
Wealth Advisors $1.5 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