9AT: MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.

other names

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.
MESIROW PRIVATE EQUITY ADVISERS INC

Adviser Profile

As of Date	09/03/2025
ADV Location	CHICAGO, IL, United States
Adviser Type - Large advisory firm
Number of Employees	19 -5%
of those in investment advisory functions	6 -14%
Registration	SEC, Approved, 09/11/2000

AUM^*	7,086,559,433 5%
of that, discretionary	7,086,559,433 5%
Private Fund GAV^*	4,724,099,912 0%
Avg Account Size	416,856,437 -7%
SMA’s	Yes
Private Funds	20 4
Contact Info	312 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- State or municipal government entities

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count18	GAV$4,624,897,102
Fund TypeOther Private Fund	Count2	GAV$99,202,810

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser SAGE ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund119.2m	Real Estate Fund41.7m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund168.3m	Total Private Fund GAV329.2m	AUM442.5m	#Funds23
Adviser FIVE ARROWS	Hedge Fund-	Liquidity Fund-	Private Equity Fund8.4b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund3.5b	Total Private Fund GAV11.9b	AUM-	#Funds54
Adviser LL FUNDS	Hedge Fund67.9m	Liquidity Fund-	Private Equity Fund1.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.5b	Total Private Fund GAV2.6b	AUM2.4b	#Funds24
Adviser HATTERAS INVESTMENT PARTNERS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.3m	AUM187.8m	#Funds4
Adviser NORTHLEAF CAPITAL ADVISORS LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund90.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund549.7m	Total Private Fund GAV640.4m	AUM660.8m	#Funds8
Adviser FRAMEWORK VENTURES	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund296.6m	Other Fund150.7m	Total Private Fund GAV2.1b	AUM1.5b	#Funds11
Adviser SAYBROOK FUND ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund97.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV97.3m	AUM218.7m	#Funds4
Adviser CS INVESTMENT MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund67.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund15.0m	Total Private Fund GAV82.6m	AUM-	#Funds5
Adviser JENERATION CAPITAL ADVISORS (HONG KONG) LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund55.6m	Total Private Fund GAV59.5m	AUM-	#Funds5
Adviser DUPONT CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund175.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV175.9m	AUM12.4b	#Funds7

Brochure Summary

Overview

MFPEA, a Delaware corporation formed in 2000, is an investment advisor registered with the SEC with its principal place of business located in Illinois. MFPEA does not provide tax or legal advice. Investors should consult with an expert on matters pertaining to tax or legal matters. MFPEA’s principal shareholder is Mesirow Financial Services, Inc. (“MFS”), which is a wholly-owned subsidiary of Mesirow Financial Holdings, Inc. (“MFHI” or “Firm”). MFPEA offers the following advisory services to its investors: MFPEA offers investment advisory services and private market solutions to institutional investors worldwide. MFPEA is an investment advisor to MFS, which manages private equity funds, including fund-of-ones, (“Funds”) and customized separately managed accounts (“Separate Accounts”; collectively with the Funds referred herein as “Clients”). MFPEA’s Clients invest in buyout, growth equity, venture capital and special situations, which may include mezzanine, distressed debt, senior credit investments in first lien, unitranche and second lien credit securities and real asset markets in primarily the developed markets of North America and Europe, but may also include Asia Pacific and emerging

markets. These investments are generally one of three types: interests in private equity partnerships (primary partnerships), secondary purchases of interests in private equity funds and private operating companies (secondary investments), and direct investments in operating companies (co-investments). Investments made directly into operating companies are made predominantly with respect to non-public companies. MFPEA’s Clients are primarily structured as commingled limited partnership vehicles, in which investors are limited partners and a MFPEA-affiliate serves as the general partner. MFPEA has established comprehensive private equity fund investment programs with broad coverage of the asset class, as well as focused private equity fund investment programs with more concentrated exposure to a particular market or strategy. MFPEA’s Clients are designed to provide investors with comprehensive private equity solutions or specialized solutions, depending on its needs. AMOUNT OF MANAGED ASSETS As of March 31, 2023, MFPEA has approximately $6.73 billion in regulatory assets under management on a discretionary basis and no regulatory assets under management on a non-discretionary basis.

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.

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