Bradley S. Karelitz

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS

Chicago, IL 60654

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CRD#: 5469141

Professional summary

Bradley Scott Karelitz 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.

Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Bradley has worked at 6 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Scott Karelitz'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

April 26, 2021 - Present

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.

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

RIA

CRD#: 112084

Chicago, IL

Current

September 24, 2021 - Present

MESIROW FINANCIAL, INC.

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

CRD#: 2764

Chicago, IL

Past

May 1, 2010 - October 3, 2017

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA

CRD#: 108257

BOSTON, MA

Past

May 1, 2010 - October 3, 2017

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

BOSTON, MA

Past

October 8, 2008 - May 1, 2010

BOFA ADVISORS, LLC

RIA

CRD#: 107900

BOSTON, MA

Past

September 10, 2008 - May 1, 2010

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

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
(4/26/2021)

Illinois
(10/27/2021)

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

IAR

Series 66

Date: 10/6/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/3/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 7/19/2013

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/4/2008

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

Bradley S. Karelitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Scott Karelitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

MESIROW FINANCIAL, INC.

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BOFA ADVISORS, LLC

BOFA DISTRIBUTORS, INC.

Primary Firm SEC Registration

MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/6/2008

SIE

Date: 10/3/2017

Series 3

Date: 7/19/2013

Series 7

Date: 9/4/2008

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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