MSREF REAL ESTATE ADVISOR, INC.
Adviser information for MSREF REAL ESTATE ADVISOR, INC. last updated from Form ADV on March 31st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 360 |
|---|---|
| Investment Advisory/Research | 174 |
| Registered Broker-Dealer Representatives | 25 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 18 | $11.1B |
| Non-Discretionary | 2 | $353.2M |
| Total | 20 | $11.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 20 | $11.5B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 85 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based feesACQUISITION FEES |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-67286 |
|---|---|
| SEC ERA File Number | 801-67286 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 142047 |
| Legal Entity Identifier | 549300RBUFLWEEZ4CM88 |
Principal Office
1585 BROADWAYMORGAN STANLEY INVESTOR SERVICES, 39TH FL
NEW YORK
NY
United States
Monday - Friday, 9:00 AM. - 5:00 PM
Tel: 212-761-7160, Fax: 212-507-8474
Chief Compliance Officer
GAURANGA PAL
EXECUTIVE DIRECTOR
MORGAN STANLEY
1633 BROADWAY, 27TH FLOOR
NEW YORK
NY
United States
Tel:
212-537-1331
G***********@****************M
(Full email address available in API data)
Regulatory Contact
ARLENE MORRIS
EXECUTIVE DIRECTOR
MORGAN STANLEY
1633 BROADWAY, 27TH FLOOR
NEW YORK
NY
United States
Tel:
212-537-2029
A************@****************M
(Full email address available in API data)
Industry Affiliates
| CP INFRASTRUCTURE III SLP LP | Sponsor, GP, manager of pooled investment vehicles |
| CP INFRASTRUCTURE IV SLP LP | Sponsor, GP, manager of pooled investment vehicles |
| MESA WEST CAPITAL | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MESA WEST CORE LENDING FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MESA WEST DSA, LLC | Other investment adviser, including financial planners |
| MESA WEST LV SA GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MESA WEST REAL ESTATE INCOME FUND IV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MESA WEST REAL ESTATE INCOME FUND V GP, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| MORGAN STANLEY & CO. LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealerRegistered municipal advisorFutures commission merchant |
| MORGAN STANLEY ASIA (SINGAPORE) PTE | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| MORGAN STANLEY ASIA LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| MORGAN STANLEY AUSTRALIA LIMITED | Other investment adviser, including financial planners |
| MORGAN STANLEY BUSINESS CONSULTING (SHANGHAI) LIMITED | Other investment adviser, including financial planners |
| MORGAN STANLEY CAPITAL K.K. | Other investment adviser, including financial planners |
| MORGAN STANLEY CAPITAL PARTNERS VI GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY CAPITAL PARTNERS VII GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY CAPITAL PARTNERS VIII GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY INDIA FINANCIAL SERVICES PRIVATE LIMITED | Other investment adviser, including financial planners |
| MORGAN STANLEY INFRASTRUCTURE GP LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY INFRASTRUCTURE HOLDINGS INC. | Sponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY INFRASTRUCTURE II GP LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY INFRASTRUCTURE II INC. | Sponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY INFRASTRUCTURE III GP L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY INFRASTRUCTURE III INC. | Sponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY INFRASTRUCTURE III INVESTORS GP S.A R.L. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY INFRASTRUCTURE INC. | Other investment adviser, including financial planners |
| MORGAN STANLEY INFRASTRUCTURE IV GP LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY INFRASTRUCTURE IV INC. | Sponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY INFRASTRUCTURE IV INVESTORS GP S.A R.L. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY INFRASTRUCTURE PARTNERS II INVESTORS C GP | Sponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY INVESTMENT MANAGEMENT INC. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | Other investment adviser, including financial planners |
| MORGAN STANLEY MUFG SECURITIES CO., LTD. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| MORGAN STANLEY M�XICO, CASA DE BOLSA, S.A. DE C.V. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| MORGAN STANLEY NEXT LEVEL FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY PRIVATE EQUITY ASIA III, INC. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY PRIVATE EQUITY ASIA III, L.L.C. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY PRIVATE EQUITY ASIA IV, INC. | Sponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY PRIVATE EQUITY ASIA IV, L.L.C. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY PRIVATE EQUITY ASIA V GP ONT, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY PRIVATE EQUITY ASIA V, INC. | Sponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY PRIVATE EQUITY ASIA, INC. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY PRIVATE EQUITY ASIA, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY PRIVATE EQUITY MANAGEMENT (KOREA) LTD | Other investment adviser, including financial planners |
| MORGAN STANLEY REAL ESTATE ADVISOR, INC. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MORGAN STANLEY REAL ESTATE SPECIAL SITUATIONS III-GP, L.L.C. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MORSTAN DEVELOPMENT COMPANY, INC. | Sponsor, GP, manager of pooled investment vehicles |
| MS CAPITAL PARTNERS ADVISER INC. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| MS CAPITAL PARTNERS CV GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| MS CAPITAL PARTNERS V GP L.P. | Sponsor, GP, manager of pooled investment vehicles |
| MS CAPITAL PARTNERS VI GP LP | Sponsor, GP, manager of pooled investment vehicles |
| MS CAPITAL PARTNERS VII GP LP | Sponsor, GP, manager of pooled investment vehicles |
| MS CAPITAL PARTNERS VIII GP LP | Sponsor, GP, manager of pooled investment vehicles |
| MS CREDIT PARTNERS GP INC. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MS CREDIT PARTNERS HOLDINGS INC. | Sponsor, GP, manager of pooled investment vehicles |
| MS CREDIT PARTNERS II GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| MS CREDIT PARTNERS II GP L.P. | Sponsor, GP, manager of pooled investment vehicles |
| MS CREDIT PARTNERS III GP L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MS CREDIT PARTNERS IV GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| MS CREDIT PARTNERS IV GP L.P. | Sponsor, GP, manager of pooled investment vehicles |
| MS DIRECT LENDING GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| MS ENERGY PARTNERS GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| MS ENERGY PARTNERS GP LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MS EXPANSION CAPITAL GP INC. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MS EXPANSION CAPITAL GP LP | Sponsor, GP, manager of pooled investment vehicles |
| MS EXPANSION CREDIT GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| MS EXPANSION CREDIT GP L.P. | Sponsor, GP, manager of pooled investment vehicles |
| MS EXPANSION CREDIT II GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| MS EXPANSION CREDIT II GP LP | Sponsor, GP, manager of pooled investment vehicles |
| MS EXPANSION EQUITY GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| MS EXPANSION EQUITY GP LP | Sponsor, GP, manager of pooled investment vehicles |
| MS EXPANSION EQUITY IX GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| MS EXPANSION EQUITY IX GP LP | Sponsor, GP, manager of pooled investment vehicles |
| MS SENIOR LOAN PARTNERS GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| MS SENIOR LOAN PARTNERS GP L.P. | Sponsor, GP, manager of pooled investment vehicles |
| MS TACTICAL VALUE FUND GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| MS TACTICAL VALUE FUND GP LP | Sponsor, GP, manager of pooled investment vehicles |
| MS TACTICAL VALUE FUND II CO-INVEST EXCELSIOR GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| MS TACTICAL VALUE FUND II GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| MS TACTICAL VALUE FUND II GP LP | Sponsor, GP, manager of pooled investment vehicles |
| MS TACTICAL VALUE FUND II LUX GP S.A R.L. | Sponsor, GP, manager of pooled investment vehicles |
| MSCP V GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| MSCP V OFFSHORE INVESTORS GP LTD. | Sponsor, GP, manager of pooled investment vehicles |
| MSIM FUND MANAGEMENT (IRELAND) LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MSREF V INTERNATIONAL-GP, L.L.C. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MSREF VII GLOBAL (CAYMAN) II, LTD. | Sponsor, GP, manager of pooled investment vehicles |
| MSREF VII GLOBAL-GP (CAYMAN), L.P. | Sponsor, GP, manager of pooled investment vehicles |
| MSREF VII GLOBAL-GP (U.S.), L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
| MSREF VII GLOBAL-GP GREENWICH, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| MSREF VII GLOBAL-GP, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MSREF VII GP L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
| MSREF VII, INC. | Sponsor, GP, manager of pooled investment vehicles |
| MSREF VIII GLOBAL CO-INVESTMENT GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| MSREF VIII GLOBAL CO-INVESTMENT NO. 1 GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| MSREF VIII GLOBAL-GP, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MSREF VIII GP, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
| MSREF VIII, INC. | Sponsor, GP, manager of pooled investment vehicles |
| MSREI IX GLOBAL-GP, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MSREI IX GP, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
| MSREI SMA GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| MSREI X GLOBAL-GP, LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| MSREI X GP, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
| MSRESS III MANAGER, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MSRESS III, INC. | Sponsor, GP, manager of pooled investment vehicles |
| MW NORTH CAROLINA DEBT FUND MEMBER, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MWC 49 GP, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
| MWREIF IV HOLDINGS MANAGER, LLC | Sponsor, GP, manager of pooled investment vehicles |
| NHDL-F1 GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| NORTH HAVEN REAL ESTATE FUND VIII GLOBAL CO-INVESTMENT, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EPICENTRE CO-INVESTMENT 1, L.P. | Real Estate Fund | $176.6M | $0.0M | 1 |
| EPICENTRE CO-INVESTMENT, L.P. | Real Estate Fund | $176.6M | $0.0M | 1 |
| NHREF IX GLOBAL CO-INVESTMENT, L.P. | Private Equity Fund | $22.8M | $10.0M | 2 |
| NORTH HAVEN REAL ESTATE FUND IX GLOBAL-F, L.P. | Real Estate Fund | $1,319.5M | $10.0M | 100 |
| NORTH HAVEN REAL ESTATE FUND IX GLOBAL-T, L.P. | Real Estate Fund | $56.6M | $10.0M | 214 |
| NORTH HAVEN REAL ESTATE FUND VII GLOBAL GREENWICH CO-INVESTMENT, L.P. | Real Estate Fund | $0.3M | $0.0M | 2 |
| NORTH HAVEN REAL ESTATE FUND VII GLOBAL-F, L.P. | Real Estate Fund | $536.3M | $1.0M | 361 |
| NORTH HAVEN REAL ESTATE FUND VII GLOBAL-T, L.P. | Real Estate Fund | $307.5M | $1.0M | 435 |
| NORTH HAVEN REAL ESTATE FUND VII GLOBAL-TE, L.P. | Real Estate Fund | $19.4M | $10.0M | 9 |
| NORTH HAVEN REAL ESTATE FUND VII SPECIAL GLOBAL, L.P. | Real Estate Fund | $54.5M | $10.0M | 7 |
| NORTH HAVEN REAL ESTATE FUND VIII GLOBAL - F, L.P. | Real Estate Fund | $296.7M | $1.0M | 104 |
| NORTH HAVEN REAL ESTATE FUND VIII GLOBAL - T, L.P. | Real Estate Fund | $27.6M | $1.0M | 214 |
| NORTH HAVEN REAL ESTATE FUND VIII GLOBAL CO-INVESTMENT NO. 1, L.P. | Real Estate Fund | $23.5M | $1.0M | 2 |
| NORTH HAVEN REAL ESTATE FUND VIII GLOBAL CO-INVESTMENT, L.P. | Real Estate Fund | $50.7M | $1.0M | 3 |
| NORTH HAVEN REAL ESTATE FUND VIII GLOBAL-TE, L.P. | Real Estate Fund | $3.2M | $1.0M | 9 |
| NORTH HAVEN REAL ESTATE FUND X GLOBAL-F, L.P. | Real Estate Fund | $2,817.5M | $10.0M | 170 |
| NORTH HAVEN REAL ESTATE FUND X GLOBAL-T, L.P. | Real Estate Fund | $394.3M | $10.0M | 394 |
| PRIME PROPERTY FUND ASIA LIMITED PARTNERSHIP | Real Estate Fund | $3,743.5M | $10.0M | 31 |
| PRIME PROPERTY FUND EUROPE S.A., SICAV-RAIF | Real Estate Fund | $1,455.5M | $10.0M | 8 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | Domestic Entity | – | SOLE SHAREHOLDER | 09/2006 | > 75% |
| KLOPP, JOHN, RICHARD | Individual | – | DIRECTOR AND PRESIDENT AND HEAD OF REAL ASSETS | 09/2010 | < 5% |
| DE POULPIQUET, OLIVIER | Individual | – | CHAIRMAN OF MORGAN STANLEY REAL ESTATE INVESTING | 03/2022 | < 5% |
| HARNED, PETER, CLARKE | Individual | – | DIRECTOR AND CHIEF FINANCIAL OFFICER OF MORGAN STANLEY REAL ASSETS INVESTING | 03/2014 | < 5% |
| PARK, CHRISTIE | Individual | – | DIRECTOR AND CHIEF OPERATING OFFICER OF MORGAN STANLEY REAL ASSETS INVESTING | 03/2014 | < 5% |
| SALEHBHAI, MUSTUFA | Individual | – | CHIEF LEGAL OFFICER | 12/2016 | < 5% |
| SILVERMAN, LAUREN, HOCHFELDER | Individual | – | CO-CHIEF EXECUTIVE OFFICER OF MORGAN STANLEY REAL ESTATE INVESTING | 03/2022 | < 5% |
| NILES, BRIAN, PERRY | Individual | – | CO-CHIEF EXECUTIVE OFFICER OF MORGAN STANLEY REAL ESTATE INVESTING | 03/2022 | < 5% |
| BANDO, TORU | Individual | – | CHIEF INVESTMENT OFFICER OF MORGAN STANLEY REAL ESTATE INVESTING | 03/2022 | < 5% |
| Pal, Gauranga | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2023 | < 5% |
| CHAPPUIS, JACQUES, PHILPPE | Individual | – | CO-HEAD OF MORGAN STANLEY INVESTMENT MANAGEMENT | 01/2024 | < 5% |
| HUNEKE, BENJAMIN, CORDT | Individual | – | CO-HEAD OF MORGAN STANLEY INVESTMENT MANAGEMENT | 01/2024 | < 5% |