AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $7.8 |
Non-Discretionary | $0.3 |
Total | $8.1 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $7.8 |
Institutional | $0.3 |
Total | $8.1 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.3 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.3 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 100% | $0.3 |
Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
MORGAN STANLEY SMITH BARNEY LLC | $1,402.4 | broker-dealer | 149777 |
MORGAN STANLEY INVESTMENT MANAGEMENT INC. | $535.0 | 110353 | |
MS CAPITAL PARTNERS ADVISER INC. | $27.3 | 147521 | |
MORGAN STANLEY INFRASTRUCTURE INC. | $16.5 | 142824 | |
MSREF REAL ESTATE ADVISOR, INC. | $11.5 | 142047 | |
MORGAN STANLEY PRIVATE EQUITY ASIA, INC. | $3.0 | 134366 | |
MSRESS III MANAGER, L.L.C. | $0.0 | 138602 | |
NORTH HAVEN REAL ESTATE FUND VIII GLOBAL CO-INVESTMENT, L.L.C. | $0.0 | - | |
CP INFRASTRUCTURE III SLP LP | $0.0 | - | |
MS EXPANSION CAPITAL GP LP | $0.0 | - | |
MS CREDIT PARTNERS III GP L.P. | $0.0 | - | |
MS CREDIT PARTNERS II GP INC. | $0.0 | - | |
MS EXPANSION EQUITY GP INC. | $0.0 | - | |
MSREI X GLOBAL-GP, LP | $0.0 | - | |
MS EXPANSION EQUITY GP LP | $0.0 | - | |
MS CREDIT PARTNERS III GP INC. | $0.0 | - | |
MORGAN STANLEY MUFG SECURITIES CO., LTD. | $0.0 | broker-dealer | - |
MS EXPANSION CREDIT II GP LP | $0.0 | - | |
MORGAN STANLEY PRIVATE EQUITY ASIA V GP ONT, L.P. | $0.0 | - | |
MSREF VIII GLOBAL CO-INVESTMENT NO. 1 GP, L.P. | $0.0 | - | |
MS CREDIT PARTNERS IV GP INC. | $0.0 | - | |
MORGAN STANLEY INFRASTRUCTURE III INVESTORS GP S.A R.L. | $0.0 | - | |
MS EXPANSION CREDIT II GP INC. | $0.0 | - | |
MORGAN STANLEY INFRASTRUCTURE IV GP LP | $0.0 | - | |
MORGAN STANLEY INFRASTRUCTURE GP LP | $0.0 | - | |
MSREF VII GP L.L.C. | $0.0 | - | |
MSREF VIII GP, L.L.C. | $0.0 | - | |
MSREF VII GLOBAL-GP (U.S.), L.L.C. | $0.0 | - | |
MS CAPITAL PARTNERS VIII GP LP | $0.0 | - | |
MORGAN STANLEY CAPITAL PARTNERS VI GP INC. | $0.0 | - | |
MORGAN STANLEY ENERGY PARTNERS GP INC. | $0.0 | - | |
MORGAN STANLEY CAPITAL PARTNERS VIII GP INC. | $0.0 | - | |
MORGAN STANLEY ENERGY PARTNERS GP LP | $0.0 | - | |
MORGAN STANLEY & CO. LLC | $0.0 | broker-dealer, municipal advisor | 8209 |
MS DIRECT LENDING GP INC. | $0.0 | - | |
MSREF VI INTERNATIONAL-GP, L.L.C. | $0.0 | - | |
NHDL-F1 GP LLC | $0.0 | - | |
MORGAN STANLEY CAPITAL PARTNERS VI GP LP | $0.0 | - | |
MSCP V GP INC. | $0.0 | - | |
MS SENIOR LOAN PARTNERS GP INC. | $0.0 | - | |
MS EXPANSION CAPITAL GP INC. | $0.0 | - | |
MSRESS III, INC. | $0.0 | - | |
MS CREDIT PARTNERS II GP L.P. | $0.0 | - | |
MORGAN STANLEY INFRASTRUCTURE III INC. | $0.0 | - | |
MSREF VII, INC. | $0.0 | - | |
MORGAN STANLEY PRIVATE EQUITY ASIA IV, L.L.C. | $0.0 | - | |
MORGAN STANLEY INFRASTRUCTURE II GP LP | $0.0 | - | |
MORGAN STANLEY NEXT LEVEL FUND GP, LLC | $0.0 | - | |
MORGAN STANLEY PRIVATE EQUITY ASIA III, L.L.C. | $0.0 | - | |
MORGAN STANLEY INFRASTRUCTURE PARTNERS II INVESTORS C GP | $0.0 | - | |
MORGAN STANLEY INFRASTRUCTURE HOLDINGS INC. | $0.0 | - | |
MS EXPANSION CREDIT GP INC. | $0.0 | - | |
MORGAN STANLEY PRIVATE EQUITY ASIA, LLC | $0.0 | - | |
MSREF VIII GLOBAL-GP, L.P. | $0.0 | - | |
MSREF VII GLOBAL-GP (CAYMAN), L.P. | $0.0 | - | |
MSREF VII GLOBAL (CAYMAN) II, LTD. | $0.0 | - | |
MORGAN STANLEY PRIVATE EQUITY ASIA IV, INC. | $0.0 | - | |
MW NORTH CAROLINA DEBT FUND MEMBER, LLC | $0.0 | - | |
MS CREDIT PARTNERS GP INC. | $0.0 | - | |
MSREI IX GP, L.L.C. | $0.0 | - | |
MESA WEST DSA, LLC | $0.0 | - | |
MSREF VIII, INC. | $0.0 | - | |
MORGAN STANLEY REAL ESTATE ADVISOR, INC. | $0.0 | 127488 | |
MORGAN STANLEY INFRASTRUCTURE III GP L.P. | $0.0 | - | |
MORGAN STANLEY PRIVATE EQUITY ASIA V, INC. | $0.0 | - | |
MS EXPANSION CREDIT GP L.P. | $0.0 | - | |
MESA WEST REAL ESTATE INCOME FUND V GP, L.L.C. | $0.0 | - | |
MSREF VII GLOBAL-GP GREENWICH, L.P. | $0.0 | - | |
MORGAN STANLEY INFRASTRUCTURE IV INC. | $0.0 | - | |
MORGAN STANLEY INFRASTRUCTURE IV INVESTORS GP S.A R.L. | $0.0 | - | |
MS CREDIT PARTNERS IV GP L.P. | $0.0 | - | |
CP INFRASTRUCTURE IV SLP LP | $0.0 | - | |
MSREI IX GLOBAL-GP, L.P. | $0.0 | - | |
MSREF VII GLOBAL-GP, L.P. | $0.0 | - | |
MORGAN STANLEY INFRASTRUCTURE II INC. | $0.0 | - | |
MWREIF IV HOLDINGS MANAGER, LLC | $0.0 | - | |
MS EXPANSION EQUITY IX GP LP | $0.0 | - | |
MS EXPANSION EQUITY IX GP INC. | $0.0 | - | |
MS CREDIT PARTNERS HOLDINGS INC. | $0.0 | - | |
MORGAN STANLEY INVESTMENT MANAGEMENT (JAPAN) CO., LTD. | $0.0 | 126071 | |
MESA WEST REAL ESTATE INCOME FUND IV GP, LLC | $0.0 | - | |
MESA WEST LV SA GP, LLC | $0.0 | - | |
MSREF VIII GLOBAL CO-INVESTMENT GP, L.P. | $0.0 | - | |
MS SENIOR LOAN PARTNERS GP L.P. | $0.0 | - | |
MESA WEST CORE LENDING FUND GP, LLC | $0.0 | - | |
MSREF V INTERNATIONAL-GP, L.L.C. | $0.0 | - | |
MWC 49 GP, L.L.C. | $0.0 | - | |
MSREI X GP, L.L.C. | $0.0 | - | |
MORGAN STANLEY REAL ESTATE SPECIAL SITUATIONS III-GP, L.L.C. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
10 active
Name | Title |
---|---|
BURNS, BRETT, PATRICK | EXECUTIVE DIRECTOR |
SALEHBHAI, MUSTUFA | CHIEF LEGAL OFFICER |
KLOPP, JOHN, RICHARD | HEAD OF MORGAN STANLEY INVESTMENT MANAGEMENT REAL ASSETS |
MORRIS, ARLENE, ALISA | CHIEF COMPLIANCE OFFICER |
FISHBACH, RAPHAEL | MANAGING DIRECTOR, CO-HEAD OF MESA WEST CAPITAL LLC |
GUL, RONNIE, MORDEHAI | MANAGING DIRECTOR, CO-HEAD OF MESA WEST CAPITAL LLC |
CHAPPUIS, JACQUES, PHILPPE | CO-HEAD OF MORGAN STANLEY INVESTMENT MANAGEMENT |
HUNEKE, BENJAMIN, CORDT | CO-HEAD OF MORGAN STANLEY INVESTMENT MANAGEMENT |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $8.1 | $0.0 | 0% | 48 | 0 | 0% |
2024-04-02 | $9.1 | -$1.0 | -11% | 48 | 0 | 0% |
2023-04-04 | $9.6 | -$1.5 | -16% | 51 | -3 | -6% |
2022-04-01 | $8.8 | -$0.7 | -8% | 41 | 7 | 17% |
2021-04-05 | $7.6 | $0.5 | 6% | 44 | 4 | 9% |
2020-04-01 | $7.3 | $0.8 | 11% | 46 | 2 | 4% |
2019-04-01 | $7.3 | $0.8 | 11% | 36 | 12 | 33% |
2018-04-02 | $7.0 | $1.1 | 16% | 32 | 16 | 50% |
2017-04-01 | $6.4 | $1.7 | 26% | 32 | 16 | 50% |
2016-04-01 | $4.1 | $4.0 | 99% | 30 | 18 | 60% |
2015-04-01 | $3.2 | $4.9 | 152% | 30 | 18 | 60% |
2014-04-01 | $1.7 | $6.4 | 364% | 30 | 18 | 60% |
2013-04-01 | $1.2 | $6.9 | 585% | 30 | 18 | 60% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
CA, CA-09/19/2011, IL-06/15/2015, NY-03/30/2012 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV