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They include 76,209 pension and profit-sharing plans, 14,040 high-net-worth individuals and 16 other individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 7 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mesirow Financial Investment Management offer?","answer":"Mesirow Financial Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Mesirow Financial Investment Management use?","answer":"Mesirow Financial Investment Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $7,203,238,264. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mesirow Financial Investment Management have?","answer":"Mesirow Financial Investment Management has 82 investment adviser representatives registered with state securities authorities, out of 161 employees, and 116 perform investment advisory functions. 101 are registered representatives of a broker-dealer and 20 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mesirow Financial Investment Management invest in?","answer":"At the end of its last fiscal year, Mesirow Financial Investment Management’s separately managed accounts held 72% cmo, uit, adr, variable annuities, 16% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% cash and equivalents. 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