AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $3.0 |
| Non-Discretionary | $0.0 |
| Total | $3.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $3.0 |
| Institutional | $0.0 |
| Total | $3.0 |
| 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 | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| 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 | 0% | $0.0 |
| Total | 0% | $0.0 |
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 | |
| MESA WEST CAPITAL, LLC | $8.1 | 158959 | |
| MSRESS III MANAGER, L.L.C. | $0.0 | 138602 | |
| MSREI X GLOBAL-GP, LP | $0.0 | - | |
| MSCP V GP INC. | $0.0 | - | |
| MORGAN STANLEY REAL ESTATE SPECIAL SITUATIONS III-GP, L.L.C. | $0.0 | - | |
| MS ENERGY PARTNERS GP LP | $0.0 | - | |
| MS EXPANSION CAPITAL GP LP | $0.0 | - | |
| MS CAPITAL PARTNERS VI GP LP | $0.0 | - | |
| MORGAN STANLEY PRIVATE EQUITY ASIA IV, L.L.C. | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE HOLDINGS INC. | $0.0 | - | |
| MORGAN STANLEY PRIVATE EQUITY ASIA, LLC | $0.0 | - | |
| MORGAN STANLEY PRIVATE EQUITY ASIA III, L.L.C. | $0.0 | - | |
| MORGAN STANLEY CAPITAL PARTNERS VI GP INC. | $0.0 | - | |
| MSREF VIII GLOBAL CO-INVESTMENT NO. 1 GP, L.P. | $0.0 | - | |
| MSREF VII, INC. | $0.0 | - | |
| MORGAN STANLEY NEXT LEVEL FUND GP, LLC | $0.0 | - | |
| MS TACTICAL VALUE FUND GP INC. | $0.0 | - | |
| MORGAN STANLEY INVESTMENT MANAGEMENT (JAPAN) CO., LTD. | $0.0 | - | |
| MS CAPITAL PARTNERS CV GP LLC | $0.0 | - | |
| CP INFRASTRUCTURE III SLP LP | $0.0 | - | |
| MESA WEST LV SA GP, LLC | $0.0 | - | |
| MORGAN STANLEY ASIA LIMITED | $0.0 | broker-dealer | - |
| MSREI IX GLOBAL-GP, L.P. | $0.0 | - | |
| MSREF VIII, INC. | $0.0 | - | |
| MSREF VIII GLOBAL CO-INVESTMENT GP, L.P. | $0.0 | - | |
| MS EXPANSION CREDIT II GP LP | $0.0 | - | |
| MS CAPITAL PARTNERS VII GP LP | $0.0 | - | |
| NHDL-F1 GP LLC | $0.0 | - | |
| MS DIRECT LENDING GP INC. | $0.0 | - | |
| MORGAN STANLEY CREDIT PARTNERS IV GP L.P. | $0.0 | - | |
| MORGAN STANLEY TACTICAL VALUE FUND II LUX GP S.A R.L. | $0.0 | - | |
| MORGAN STANLEY TACTICAL VALUE FUND II GP LP | $0.0 | - | |
| MSREF VI INTERNATIONAL-GP, L.L.C. | $0.0 | - | |
| MS CAPITAL PARTNERS VIII GP LP | $0.0 | - | |
| MORGAN STANLEY CREDIT PARTNERS GP INC. | $0.0 | - | |
| MORGAN STANLEY CAPITAL PARTNERS VIII GP INC. | $0.0 | - | |
| CP INFRASTRUCTURE IV SLP LP | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE IV GP LP | $0.0 | - | |
| MSVP 2002 FUND, LLC | $0.0 | - | |
| MORGAN STANLEY CREDIT PARTNERS HOLDINGS INC. | $0.0 | - | |
| MORGAN STANLEY EXPANSION EQUITY IX GP LP | $0.0 | - | |
| MORGAN STANLEY EXPANSION EQUITY IX GP INC. | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE IV INVESTORS GP S.A R.L. | $0.0 | - | |
| MORGAN STANLEY TACTICAL VALUE FUND II CO-INVEST EXCELSIOR GP LLC | $0.0 | - | |
| MORGAN STANLEY CREDIT PARTNERS IV GP INC. | $0.0 | - | |
| MORGAN STANLEY TACTICAL VALUE FUND II GP INC. | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE IV INC. | $0.0 | - | |
| MSVP 2002, INC. | $0.0 | - | |
| MORGAN STANLEY CREDIT PARTNERS IV GP INC. | $0.0 | - | |
| MORGAN STANLEY & CO. LLC | $0.0 | broker-dealer, municipal advisor | 8209 |
| MORGAN STANLEY PRIVATE EQUITY MANAGEMENT KOREA LTD. | $0.0 | - | |
| MORGAN STANLEY (THAILAND) LIMITED | $0.0 | - | |
| MS ENERGY PARTNERS GP INC. | $0.0 | - | |
| MORGAN STANLEY PRIVATE EQUITY ASIA V GP ONT, L.P. | $0.0 | - | |
| MS CREDIT PARTNERS III S.A R.L. | $0.0 | - | |
| MS SENIOR LOAN PARTNERS GP L.P. | $0.0 | - | |
| MS EXPANSION CAPITAL GP INC. | $0.0 | - | |
| MS CREDIT PARTNERS II GP L.P. | $0.0 | - | |
| MS EXPANSION CREDIT II GP INC. | $0.0 | - | |
| MS CREDIT PARTNERS II GP INC. | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE III INC. | $0.0 | - | |
| MESA WEST DSA, LLC | $0.0 | - | |
| MORGAN STANLEY PRIVATE EQUITY ASIA IV, INC. | $0.0 | - | |
| MSREF VII GP L.L.C. | $0.0 | - | |
| MSREF V INTERNATIONAL-GP, L.L.C. | $0.0 | - | |
| MORSTAN DEVELOPMENT COMPANY, INC. | $0.0 | - | |
| MSRESS III, INC. | $0.0 | - | |
| MSREF VII GLOBAL (CAYMAN) II, LTD. | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE GP LP | $0.0 | - | |
| MESA WEST REAL ESTATE INCOME FUND IV GP, LLC | $0.0 | - | |
| MESA WEST CORE LENDING FUND GP, LLC | $0.0 | - | |
| MORGAN STANLEY CAPITAL PARTNERS VII GP INC. | $0.0 | - | |
| MORGAN STANLEY PRIVATE EQUITY ASIA V, INC. | $0.0 | - | |
| MSREF VII GLOBAL-GP, L.P. | $0.0 | - | |
| MS EXPANSION CREDIT GP INC. | $0.0 | - | |
| MORGAN STANLEY MUFG SECURITIES CO., LTD. | $0.0 | broker-dealer | - |
| NORTH HAVEN REAL ESTATE FUND VIII GLOBAL CO-INVESTMENT, L.L.C. | $0.0 | - | |
| MORGAN STANLEY PRIVATE EQUITY ASIA III, INC. | $0.0 | - | |
| MWREIF IV HOLDINGS MANAGER, LLC | $0.0 | - | |
| MSREF VIII GLOBAL-GP, L.P. | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE III GP L.P. | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE II INC. | $0.0 | - | |
| MORGAN STANLEY INDIA FINANCIAL SERVICES PRIVATE LIMITED | $0.0 | - | |
| MSREI IX GP, L.L.C. | $0.0 | - | |
| MSREF VIII GP, L.L.C. | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE II GP LP | $0.0 | - | |
| MSCP V OFFSHORE INVESTORS GP LTD. | $0.0 | - | |
| MS TACTICAL VALUE FUND GP LP | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE III INVESTORS GP S.A R.L. | $0.0 | - | |
| MS CREDIT PARTNERS III GP L.P. | $0.0 | - | |
| MSREI X GP, L.L.C. | $0.0 | - | |
| MS SENIOR LOAN PARTNERS GP INC. | $0.0 | - | |
| MS EXPANSION EQUITY GP LP | $0.0 | - | |
| MS CREDIT PARTNERS III GP INC. | $0.0 | - | |
| MS EXPANSION EQUITY GP INC. | $0.0 | - | |
| MS EXPANSION CREDIT GP L.P. | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE PARTNERS II INVESTORS C GP | $0.0 | - | |
| MSREF VII GLOBAL-GP (CAYMAN), L.P. | $0.0 | - | |
| MSREF VII GLOBAL-GP GREENWICH, L.P. | $0.0 | - | |
| MSREF VII GLOBAL-GP (U.S.), L.L.C. | $0.0 | - | |
| MW NORTH CAROLINA DEBT FUND MEMBER, LLC | $0.0 | - | |
| MS CAPITAL PARTNERS V LP | $0.0 | - | |
| MS CAPITAL PARTNERS V GP L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
9 active
| Name | Title |
|---|---|
| CHOU, H, CHIN | CHIEF EXECUTIVE OFFICER OF PRIVATE EQUITY ASIA AND DIRECTOR |
| MOON, JOHN, JOOHAHN | DIRECTOR |
| MILLER, DAVID, NATHAN | PRESIDENT, DIRECTOR AND HEAD OF PRIVATE CREDIT AND EQUITY |
| FRICKE, KARA, SCHIFFMAN | CHIEF LEGAL OFFICER |
| YEUNG, AMY, MEISIU | VICE PRESIDENT |
| PAL, GAURANGA | CHIEF COMPLIANCE OFFICER |
| 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 | $3.0 | $0.0 | 0% | 96 | 0 | 0% |
| 2024-04-02 | $3.0 | $0.0 | 0% | 96 | 0 | 0% |
| 2023-04-04 | $3.8 | -$0.7 | -19% | 81 | 15 | 19% |
| 2022-04-01 | $4.3 | -$1.3 | -30% | 81 | 15 | 19% |
| 2021-04-05 | $5.8 | -$2.7 | -47% | 76 | 20 | 26% |
| 2020-04-01 | $5.3 | -$2.3 | -43% | 86 | 10 | 12% |
| 2019-04-01 | $4.3 | -$1.3 | -29% | 78 | 18 | 23% |
| 2018-04-02 | $4.4 | -$1.4 | -31% | 144 | -48 | -33% |
| 2017-04-01 | $3.9 | -$0.9 | -23% | 61 | 35 | 57% |
| 2016-04-01 | $4.0 | -$1.0 | -25% | 62 | 34 | 55% |
| 2015-04-01 | $4.2 | -$1.2 | -29% | 65 | 31 | 48% |
| 2014-04-01 | $3.8 | -$0.8 | -21% | 66 | 30 | 45% |
| 2013-04-01 | $2.7 | $0.4 | 14% | 59 | 37 | 63% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| NY, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV