Mesirow Financial Investment Management, Inc.
Mesirow Financial Investment Management, Inc. is an employee-owned, independent financial services and investment management firm headquartered in Chicago, Illinois. Founded in 1937, Mesirow offers services across investment management, capital markets, wealth management, and investment banking. The firm serves institutional clients, corporations, high net worth individuals, and retirement plan sponsors. Mesirow maintains offices in multiple US locations and internationally, and is recognized for its culture, market expertise, and employee ownership. As of 2025, the firm is led by President and CEO Natalie A. Brown.
Investment Strategy
Mesirow provides diversified investment management services with a focus on private capital (including alternative credit, institutional real estate, and private equity), capital markets, retirement plan solutions, and wealth management. The firm's approach is rooted in a personalized, client-centric philosophy, leveraging deep sector expertise and a commitment to delivering customized advice and sophisticated solutions. Mesirow identifies opportunities across asset classes, advises middle market enterprises in investment banking, and supports clients in building comprehensive wealth and retirement plans. The firm emphasizes value creation, long-term partnerships, and fiduciary responsibility.
Latest 13F Filing Activity
Mesirow Financial Investment Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 531 equity positions with a total 13F market value of $5B. The fund increased holdings in Microsoft Corp., Ishares TR, Broadcom Inc. among other positions. Mesirow Financial Investment Management, Inc. reduced exposure to Ishares TR, Ishares TR, Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (531)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 9.04% | $463.6M | 954,309 | $381.64 | $485.77 | -$38.5M |
M MOAT | VANECK ETF TRUST | 4.88% | $250.3M | 2,668,567 | $87.44 | $93.79 | +$8.6M |
A AAPL | APPLE INC | 4.26% | $218.4M | 1,064,255 | $192.53 | $205.17 | -$26.6M |
M MSFT | MICROSOFT CORP | 3.21% | $164.5M | 330,735 | $388.48 | $497.41 | +$46.8M |
I IJR | ISHARES TR | 3.06% | $156.9M | 1,435,196 | $109.12 | $109.29 | +$3.2M |