KP
CFA
KP
CFA

Kristina Pierce

6 Years of Experience
Chicago, IL
Broker

Kristina Pierce is a CFA-designated registered investment advisor at Mesirow Financial Private Equity Advisors, INC., based in Chicago, IL, with 6 years of industry experience. Kristina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth. Their firm serves 17 clients with $6.9B in assets under management.

Compensation
N/A
Firm Size
6 advisors
Number of Clients
17 clients
Average Client Portfolio
$408.5M average
Assets Under Management
$6.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Management fees range up to 2.0% of committed or invested capital. Fees are negotiable on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

353 North Clark St, Suite 1505, 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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Other Business Activities

Kristina is a board member and investment committee member for Cristo Rey Jesuit High School. She is responsible for fundraising and advising on investment activities, dedicating minimal time to this role.

Employment History
Current Registrations
Mesirow Financial, INC.
February 2020 - Present · 6 yrs 8 mos
Mesirow Financial, INC.Broker
February 2020 - Present · 6 yrs 8 mos
State Registrations1 state
IL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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