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Director, Global Head of Finance and Operation · Msref Real Estate Advisor, Inc.

Josephine Mortelliti

CRD 3246029 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Msref Real Estate Advisor, Inc., an SEC-registered private fund adviser based in New York, NY with $15.8 billion in regulatory assets, lists Josephine Mortelliti on its Form ADV as Director, Global Head of Finance and Operation. The SEC filings also name Josephine at 2 other registered advisers.

Firms and roles

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Josephine’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (12)

  • Olivier De PoulpiquetChairman of Morgan Stanley Real Estate Investing, Msref Real Estate Advisor, Inc.
  • Christie ParkDirector and Chief Operating Officer of Morgan Stanley Real Assets Investing, Msref Real Estate Advisor, Inc.
  • Mustufa SalehbhaiChief Legal Officer, Msref Real Estate Advisor, Inc.
  • Lauren A. HochfelderDirector, President and Head of Real Assets, Msref Real Estate Advisor, Inc.
  • Brian P. NilesCo-Chief Executive Officer of Morgan Stanley Real Estate Investing, Msref Real Estate Advisor, Inc.

7 more people named with Josephine on the same filings, with titles and firms. Free in Atlas with a free account.

See all 12 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Josephine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.