Data / Investment advisers / New York / Msref Real Estate Advisor, Inc.
Msref Real Estate Advisor, Inc., New York, NY: $15.8 billion AUM, SEC registered investment adviser
Msref Real Estate Advisor, Inc. is an SEC registered investment adviser with its main office in New York, New York and reports $15.8 billion in regulatory assets under management in its Form ADV filed July 24, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 18 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 142047
- SEC file number
- 801-67286
- SEC status
- Approved, effective December 5, 2006
- Main office
- 1585 Broadway Morgan Stanley Investor Services, New York, NY 10036
- Phone
- (212) 761-7160
- Website
- morganstanley.com
- Regulatory AUM
- $15,770,404,509 in the Form ADV filed July 24, 2026
- Discretionary AUM
- $15,387,852,033
- Non discretionary AUM
- $382,552,476
- Accounts
- 26
- Employees
- 372, of which 170 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 18: 17 real estate funds, 1 private equity fund
- Gross assets of private funds
- $12,490,270,649
- Other offices
- 16
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- July 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 26 | $15.77 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $15.77 billion | March 27, 2026 |
| December 1, 2025 | $11.09 billion | September 11, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 3g Capital Partners LP | New York | $16.31 billion | 5 | adviserinfo.sec.gov |
| Varde Management, L.P. | New York | $16.13 billion | 46 | adviserinfo.sec.gov |
| Blue Owl Technology Credit Advisors LLC | New York | $16.10 billion | 4 | adviserinfo.sec.gov |
| Silverbay Capital Management LLC | New York | $16.06 billion | Not listed | adviserinfo.sec.gov |
| Morgan Stanley Infrastructure Inc. | New York | $15.97 billion | 20 | adviserinfo.sec.gov |
| Oep Capital Advisors, L.P. | New York | $15.73 billion | 34 | adviserinfo.sec.gov |
| Soroban Capital Partners LP | New York | $15.67 billion | 10 | adviserinfo.sec.gov |
| Blackstone Strategic Capital Advisors, L.L.C. | New York | $15.57 billion | 18 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Msref Real Estate Advisor, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.