AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $27.3 |
| Non-Discretionary | $0.0 |
| Total | $27.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $27.3 |
| Institutional | $0.0 |
| Total | $27.3 |
| 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 | |
| MORGAN STANLEY AIP GP LP | $34.2 | 117050 | |
| MORGAN STANLEY INFRASTRUCTURE INC. | $16.5 | 142824 | |
| MSREF REAL ESTATE ADVISOR, INC. | $11.5 | 142047 | |
| MESA WEST CAPITAL, LLC | $8.1 | 158959 | |
| MORGAN STANLEY PRIVATE EQUITY ASIA, INC. | $3.0 | 134366 | |
| MSRESS III MANAGER, L.L.C. | $0.0 | 138602 | |
| MSREF VII GLOBAL-GP, L.P. | $0.0 | - | |
| MESA WEST REAL ESTATE INCOME FUND IV GP, LLC | $0.0 | - | |
| AIP GLOBAL INCOME I GP LP | $0.0 | - | |
| CP INFRASTRUCTURE III SLP LP | $0.0 | - | |
| MORGAN STANLEY REAL ESTATE ADVISOR, INC. | $0.0 | 127488 | |
| AIP GLOBAL DIVERSIFIED ALTERNATIVES V GP LP | $0.0 | - | |
| MS EXPANSION CREDIT GP L.P. | $0.0 | - | |
| MORGAN STANLEY PRIVATE EQUITY ASIA V, INC. | $0.0 | - | |
| MSREI X GP, L.L.C. | $0.0 | - | |
| MS EXPANSION CREDIT II GP LP | $0.0 | - | |
| AIP GLOBAL DIVERSIFIED VI GP LP | $0.0 | - | |
| AIP OPPORTUNISTIC ACI II SLP GP LP | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE IV INC. | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE IV GP LP | $0.0 | - | |
| MSVP 2002, INC. | $0.0 | - | |
| MSREF VI INTERNATIONAL-GP, L.L.C. | $0.0 | - | |
| MS CREDIT PARTNERS IV GP L.P. | $0.0 | - | |
| MS EXPANSION EQUITY IX GP LP | $0.0 | - | |
| MS TACTICAL VALUE FUND II CO-INVEST EXCELSIOR GP LLC | $0.0 | - | |
| MS EXPANSION EQUITY IX GP INC. | $0.0 | - | |
| MORGAN STANLEY PRIVATE EQUITY ASIA, LLC | $0.0 | - | |
| MSREF VII GLOBAL-GP (U.S.), L.L.C. | $0.0 | - | |
| AIP COMPREHENSIVE SECONDARIES I GP LP | $0.0 | - | |
| MORGAN STANLEY INVESTMENT MANAGEMENT (JAPAN) CO., LTD. | $0.0 | 126071 | |
| MS ENERGY PARTNERS GP LP | $0.0 | - | |
| MWREIF IV HOLDINGS MANAGER, LLC | $0.0 | - | |
| AIP COSMIC SLP LP | $0.0 | - | |
| MS EXPANSION EQUITY GP LP | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE II INC. | $0.0 | - | |
| MW NORTH CAROLINA DEBT FUND MEMBER, LLC | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE III INVESTORS GP S.A R.L. | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE PARTNERS II INVESTORS C GP | $0.0 | - | |
| MS CREDIT PARTNERS IV GP INC. | $0.0 | - | |
| AIP GLOBAL IMPACT I GP LP | $0.0 | - | |
| AIP GLOBAL INCOME II SLP LP | $0.0 | - | |
| MORSTAN DEVELOPMENT COMPANY, INC. | $0.0 | - | |
| AIP MCS VALUE SLP LP | $0.0 | - | |
| MS SENIOR LOAN PARTNERS GP L.P. | $0.0 | - | |
| MS CREDIT PARTNERS II GP INC. | $0.0 | - | |
| MSREF V INTERNATIONAL-GP, L.L.C. | $0.0 | - | |
| MESA WEST LV SA GP, LLC | $0.0 | - | |
| MS CREDIT PARTNERS HOLDINGS INC. | $0.0 | - | |
| GLOBAL DIVERSIFIED ALTERNATIVES IV SLP GP LTD | $0.0 | - | |
| AIP GRANITE-SMA GP LP | $0.0 | - | |
| MORGAN STANLEY CAPITAL PARTNERS V GP L.P. | $0.0 | - | |
| MORGAN STANLEY CAPITAL PARTNERS VII GP S.A R.L. | $0.0 | - | |
| MORGAN STANLEY CAPITAL PARTNERS VIII GP INC | $0.0 | - | |
| AIP GLOBAL VENTURE I SLP LP | $0.0 | - | |
| AIP OPPORTUNISTIC ACI III SLP LP | $0.0 | - | |
| MORGAN STANLEY CREDIT PARTNERS GP INC. | $0.0 | - | |
| MS DIRECT LENDING GP INC. | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE III GP L.P. | $0.0 | - | |
| AIP OPPORTUNISTIC ALTERNATIVES GP LP | $0.0 | - | |
| MS EXPANSION CAPITAL GP LP | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE II GP LP | $0.0 | - | |
| MSREF VIII GLOBAL CO-INVESTMENT GP, L.P. | $0.0 | - | |
| MSREF VIII GLOBAL CO-INVESTMENT NO. 1 GP, L.P. | $0.0 | - | |
| MORGAN STANLEY REAL ESTATE SPECIAL SITUATIONS III-GP, L.L.C. | $0.0 | - | |
| AIP TRANSITIONAL DIVERSIFIED ALTERNATIVES GP LP | $0.0 | - | |
| MSREF VII GP L.L.C. | $0.0 | - | |
| MSREF VIII GLOBAL-GP, L.P. | $0.0 | - | |
| MS CREDIT PARTNERS III S.A R.L. | $0.0 | - | |
| MS ENERGY PARTNERS GP INC. | $0.0 | - | |
| MORGAN STANLEY PRIVATE EQUITY ASIA III, INC. | $0.0 | - | |
| MSREF VII, INC. | $0.0 | - | |
| MSREF VIII, INC. | $0.0 | - | |
| MSREI IX GLOBAL-GP, L.P. | $0.0 | - | |
| MSREI IX GP, L.L.C. | $0.0 | - | |
| AIP CRYSTAL-SMA I SLP LP | $0.0 | - | |
| CP INFRASTRUCTURE IV SLP LP | $0.0 | - | |
| MORGAN STANLEY MÉXICO, CASA DE BOLSA, S.A. DE C.V. | $0.0 | broker-dealer | - |
| AIP MEDYARD GP LP | $0.0 | - | |
| AIP ASIA-SMA GP LP | $0.0 | - | |
| MORGAN STANLEY PRIVATE EQUITY ASIA V GP ONT, L.P. | $0.0 | - | |
| AIP ASIA-SMA II SLP LP | $0.0 | - | |
| AIP GLOBAL DIVERSIFIED VII SLP LP | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE III INC. | $0.0 | - | |
| MORGAN STANLEY NEXT LEVEL FUND GP, LLC | $0.0 | - | |
| MS CAPITAL PARTNERS W50 CV GP LLC | $0.0 | - | |
| MORGAN STANLEY MUFG SECURITIES CO., LTD. | $0.0 | broker-dealer | - |
| MORGAN STANLEY CAPITAL PARTNERS CV GP LLC | $0.0 | - | |
| AIP DR SLP LP | $0.0 | - | |
| MORGAN STANLEY CAPITAL PARTNERS VII GP LP | $0.0 | - | |
| MORGAN STANLEY CAPITAL PARTNERS VI GP LP | $0.0 | - | |
| PRIVATE INVESTMENT PARTNERS INC. | $0.0 | - | |
| AIP RE FOF 2009 GP LP | $0.0 | - | |
| MS EXPANSION CREDIT GP INC. | $0.0 | - | |
| MORGAN STANLEY & CO. LLC | $0.0 | broker-dealer, municipal advisor | 8209 |
| AIP BRICKYARD GP LP | $0.0 | - | |
| NHDL-F1 GP LLC | $0.0 | - | |
| MSCP V GP INC. | $0.0 | - | |
| FLINT CAPITAL PARTNERS GP LP | $0.0 | - | |
| AIP OPPORTUNISTIC SECONDARIES I SLP LP | $0.0 | - | |
| MORGAN STANLEY CAPITAL PARTNERS VII GP INC. | $0.0 | - | |
| MORGAN STANLEY PRIVATE EQUITY ASIA IV, INC. | $0.0 | - | |
| MSREF VII GLOBAL-GP GREENWICH, L.P. | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE HOLDINGS INC. | $0.0 | - | |
| AIP COMPREHENSIVE SECONDARIES II GP LP | $0.0 | - | |
| AIP NML-SMA GP LP | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE GP LP | $0.0 | - | |
| MSREF VIII GP, L.L.C. | $0.0 | - | |
| MS TACTICAL VALUE FUND GP INC. | $0.0 | - | |
| MS CREDIT PARTNERS IV GP INC. | $0.0 | - | |
| PRIVATE INVESTMENT PARTNERS GP INC. | $0.0 | - | |
| NORTH HAVEN REAL ESTATE FUND VIII GLOBAL CO-INVESTMENT, L.L.C. | $0.0 | - | |
| MS TACTICAL VALUE FUND GP LP | $0.0 | - | |
| MORGAN STANLEY PRIVATE EQUITY ASIA III, L.L.C. | $0.0 | - | |
| MS EXPANSION CAPITAL GP INC. | $0.0 | - | |
| MS SENIOR LOAN PARTNERS GP INC. | $0.0 | - | |
| AIP DIAMOND-SMA I SLP LP | $0.0 | - | |
| MS TACTICAL VALUE FUND II LUX GP S.A R.L. | $0.0 | - | |
| MS TACTICAL VALUE FUND II GP LP | $0.0 | - | |
| MSRESS III, INC. | $0.0 | - | |
| MSVP 2002 FUND, LLC | $0.0 | - | |
| MSCP V OFFSHORE INVESTORS GP LTD. | $0.0 | - | |
| MESA WEST CORE LENDING FUND GP, LLC | $0.0 | - | |
| AIP RE FOF 2010 GP LP | $0.0 | - | |
| MS EXPANSION CREDIT II GP INC. | $0.0 | - | |
| MORGAN STANLEY ASIA LIMITED | $0.0 | broker-dealer | - |
| AIP OPPORTUNISTIC SECONDARIES II SLP LP | $0.0 | - | |
| AIP SOUTHYARD GP INC. | $0.0 | - | |
| AIP OPPORTUNISTIC ACI I GP LP | $0.0 | - | |
| GLOBAL DIVERSIFIED ALTERNATIVES III GP LP | $0.0 | - | |
| AIP MBAR SLP LP | $0.0 | - | |
| AIP GATEWAY II GP LP | $0.0 | - | |
| GLOBAL DIVERSIFIED ALTERNATIVES IV GP LP | $0.0 | - | |
| GTB CAPITAL PARTNERS GP LP | $0.0 | - | |
| AIP RE FOF II GP LP | $0.0 | - | |
| GPF PRIVATE EQUITY GP LP | $0.0 | - | |
| MSREI X GLOBAL-GP, LP | $0.0 | - | |
| MSREF VII GLOBAL (CAYMAN) II, LTD. | $0.0 | - | |
| AIP SEEDLING I SLP LP | $0.0 | - | |
| CT REAL ASSETS SLP LP | $0.0 | - | |
| MORGAN STANLEY CAPITAL PARTNERS VI GP INC. | $0.0 | - | |
| MS CREDIT PARTNERS III GP INC. | $0.0 | - | |
| MS CREDIT PARTNERS III GP L.P. | $0.0 | - | |
| MESA WEST DSA, LLC | $0.0 | - | |
| MORGAN STANLEY INFRASTRUCTURE IV INVESTORS GP S.A R.L. | $0.0 | - | |
| MS TACTICAL VALUE FUND II GP INC. | $0.0 | - | |
| MS CREDIT PARTNERS II GP L.P. | $0.0 | - | |
| MORGAN STANLEY PRIVATE EQUITY ASIA IV, L.L.C. | $0.0 | - | |
| MSREF VII GLOBAL-GP (CAYMAN), L.P. | $0.0 | - | |
| MS EXPANSION EQUITY GP INC. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
16 active
| Name | Title |
|---|---|
| MOON, JOHN, JOOHAHN | HEAD OF MORGAN STANLEY ENERGY PARTNERS AND DIRECTOR |
| D'ALESSANDRO, HENRY, FRANCIS | VICE CHAIR OF MS PRIVATE CREDIT, CO-PORTFOLIO MANAGER AND CIO OF OPPORTUNISTIC CREDIT AND SENIOR LOAN INVESTMENT STRATEGY |
| SACK, AARON, NELSON | HEAD OF MORGAN STANLEY CAPITAL PARTNERS AND DIRECTOR |
| MILLER, DAVID, NATHAN | HEAD OF PRIVATE CREDIT AND EQUITY AND DIRECTOR |
| SALEHBHAI, MUSTUFA | CO-HEAD PRIVATE INVESTING LEGAL |
| FRICKE, KARA, SCHIFFMAN | CO-HEAD PRIVATE INVESTING LEGAL |
| CHUNG, PETER, DAVID | HEAD OF EXPANSION CAPITAL |
| YEUNG, AMY, MEISIU | VICE PRESIDENT |
| CAHILL, THOMAS, F. | HEAD OF TACTICAL VALUE |
| LEVIN, JEFFREY, SCOTT | CO-HEAD OF MORGAN STANLEY'S NORTH AMERICA PRIVATE CREDIT, PORTFOLIO MANAGER AND HEAD OF DIRECT LENDING |
| PAL, GAURANGA | CHIEF COMPLIANCE OFFICER |
| KRISHNAN, ASHWIN | CO-HEAD OF NORTH AMERICA PRIVATE CREDIT AT MORGAN STANLEY AND CO-PORTFOLIO MANAGER OF THE OPPORTUNISTIC CREDIT STRATEGY |
| 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 | $27.3 | $0.0 | 0% | 200 | 0 | 0% |
| 2024-04-02 | $27.3 | $0.0 | 0% | 200 | 0 | 0% |
| 2023-04-04 | $23.2 | $4.1 | 18% | 119 | 81 | 68% |
| 2022-04-01 | $18.1 | $9.2 | 51% | 119 | 81 | 68% |
| 2021-04-05 | $11.3 | $16.0 | 142% | 109 | 91 | 83% |
| 2020-04-01 | $8.3 | $18.9 | 227% | 97 | 103 | 106% |
| 2019-04-01 | $6.8 | $20.5 | 300% | 70 | 130 | 186% |
| 2018-04-02 | $5.2 | $22.1 | 427% | 143 | 57 | 40% |
| 2017-04-01 | $4.2 | $23.0 | 543% | 54 | 146 | 270% |
| 2016-04-01 | $3.6 | $23.7 | 656% | 48 | 152 | 317% |
| 2015-04-01 | $3.6 | $23.7 | 655% | 52 | 148 | 285% |
| 2014-04-01 | $3.7 | $23.6 | 634% | 53 | 147 | 277% |
| 2013-04-01 | $2.8 | $24.4 | 863% | 41 | 159 | 388% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| NY, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV