MESA WEST CAPITAL

Latest filing: Sep 20, 2024 (40 days ago)
View on IAPD
Adviser Website

AUM

$8,103,519,719
-16% change vs. 1 year ago
6% change vs. 3 years ago
11% change vs. 5 years ago
364% change vs. 10 years ago

Employee Count

48
-6% change vs. 1 year ago
9% change vs. 3 years ago
33% change vs. 5 years ago
60% change vs. 10 years ago

Main Office

LOS ANGELES, CA
11755 WILSHIRE BLVD, LOS ANGELES, CA, UNITED STATES, 90025

Client AUM

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

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

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

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

Control Persons

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

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

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

Other

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