Mesirow Advanced Strategies Inc is a mid-sized advisory firm based in Chicago. It manages $34.77 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.
Mesirow Advanced Strategies provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mesirow Advanced Strategies Inc is $34.77 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and $33.6 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Mesirow Advanced Strategies Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Kristie Paula Paskvan is pooled investment vehicles with 7 clients and $34.77 million of assets under management. Among the 1 most similar advisory firms, Mesirow Advanced Strategies has the 0th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $34.77 million for 7 clients. 71% of the firm’s clients are foreign persons or businesses.
Mesirow Advanced Strategies also advises several private funds. Namely, seven hedge funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $50,000,000.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Kristie Paula Paskvan has been acting as President since 1 Nov 2006. Stephen Carl Vogt has served as the Chief Investment Officer since 1 Sep 2006 and Thomas Macina is the Chief Executive Officer of Mesirow Advanced Strategies Inc family office. Natalie Brown joined the executive team most recently as the Chief Financial Officer.
The principal office where Mesirow Advanced Strategies Inc performs its advisory services is located at 353 N. Clark Street, Chicago, IL 60654, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-595-7300 or by fax 312-595-4408. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at mesirowfinancial.com.