Marc Sacks is a registered investment advisor at Mesirow Financial Private Equity Advisors, INC., based in Chicago, IL, with 18 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 17 clients with $7.1B in assets under management.

Compensation
N/A
Firm Size
6 advisors
Number of Clients
17 clients
Average Client Portfolio
$416.9M average
Assets Under Management
$7.1B

Fee Structure

Investment management only (planning not offered)

Mesirow Financial Private Equity Advisors (MFPEA) manages investments for its clients and charges a management fee. The investors in the Funds pay their proportionate shares of the management fees to the Funds. In addition, the investors in the Funds bear an indirect allocation of their proportionate share of fees incurred from the underlying investment funds (which may include performance or incentive fees). Management fees range up to 2.0% of committed capital, or invested capital of the Client.

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Location

353 N. Clark Street, Chicago, IL, 60654

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mesirow Financial Private Equity Advisors, INC.
June 2008 - Present · 17 yrs 11 mos
Mesirow Financial, INC.Broker
December 2007 - Present · 18 yrs 5 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Marc Sacks - Financial Advisor | TrueAdvisor