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MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.

CHICAGO, IL · CRD 319065 · IAPD ↗ · 312-595-6000

$0Regulatory AUM
0Advisory reps
0Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
April 2025 — MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. shrank from 12 to 0 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
75
July 2024 — MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. grew from 7 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
July 2024 — MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. crossed $1B in regulatory AUM ($951.2M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.