Robert M. Debolt

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS

Chicago, IL 60654

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CRD#: 2912563

Professional summary

Robert Mark Debolt, who also goes by Robert Debolt, is a registered financial advisor currently at MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC. located in Chicago, Illinois and MESIROW FINANCIAL, INC. located in Chicago, Illinois.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Robert has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Debolt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Real Food Blends, marketer of food products for tube feeding. Title: Advisor Occasionally discuss strategic and financing alternatives with company founders, devote 2 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Mark Debolt's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 13, 2004 - Present

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.

Office #1: 353 North Clark St, Chicago, IL 60654

RIA

CRD#: 112084

Chicago, IL

Current

April 15, 2010 - Present

MESIROW FINANCIAL, INC.

Office #1: 353 N. Clark Street, Chicago, IL 60654Office #2: 353 N. Clark Street, Chicago, IL 60654

CRD#: 2764

Chicago, IL

Past

August 20, 1997 - July 13, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.

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

CRD#: 112084 / SEC#: 801-57914

RIA

Registered Investment Advisory firm - (9/11/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Illinois
(12/13/2004)

Illinois
(5/5/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 5/11/2011

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/10/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/14/2010

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.

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

CRD#: 112084 / SEC#: 801-57914

RIA

Registered Investment Advisory firm - (9/11/2000 Approved)

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Contact information

Main Address

353 North Clark St, Chicago, IL 60654

Mailing Address

Phone number

(312) 595-6000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC. (6/24/2025)

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 7,086,559,433

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert M. Debolt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Mark Debolt's CRS (Customer Relationship Summary).

Certified licenses

Experience

MESIROW FINANCIAL, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/11/2011

Series 65

Date: 12/10/2004

SIE

Date: 10/1/2018

Series 7

Date: 4/14/2010

FINRA

Nasdaq Stock Market

Current Firm

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.

TRUST BUT VERIFY

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