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 % ∆ |
|---|---|---|---|---|---|---|
| 2024-11-01 | $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