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.