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 September 30, 2018, we had assets under management and assets under advisory broken down as follows: 

Total assets under management September 30, 2018
Currency Management $83.1 billion*
Fixed Income - Core Bond $3.3 billion
Fixed Income - High Yield $0.7 billion
Investment Strategies $10.5 billion
Wealth Advisors $5.3 billion
Private Equity $4.2 billion**
Institutional Real Estate – Direct $2.5 billion**
Equity Management $1.1 billion
Retirement Planning and Advisory $0.3 billion

 

Total assets under advisory $31.5 billion as of September 30, 2018
Investment Strategies $23.7 billion
Retirement Planning and Advisory $5.4 billion**
Wealth Advisors $2.3 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