Private fund adviser · New York, NY
MS Capital Partners Adviser Inc.
SEC-registered investment adviser · CRD 147521 · SEC 801-69426
At a glance
MS Capital Partners Adviser Inc. is an SEC-registered investment adviser based in New York, New York, with $38.8 billion in regulatory assets under management as of its Form ADV filed July 17, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 202nd of 4,686 private fund advisers and 536th of 17,210 SEC-registered advisers by assets.
Main office 212-761-7160As filed on Form ADV
- Regulatory AUM
- $39B
- Rank among private fund advisers
- #202 of 4,686
- Rank among all SEC RIAs
- #536 of 17,210
- Rank in New York
- #136 of 2,591
- Clients
- 78
- Accounts
- 78
- Discretionary
- 100% of AUM
- Employees
- 209
- Advisory staff
- 125
- Offices
- 5
Owners and executives on its Form ADV
- John J. MoonHead of Morgan Stanley Energy Partners and Director
- Henry F. D'alessandroVice Chair of MS Private Credit, Co-Portfolio Manager and CIO of Opportunistic Credit and Senior Loan Investment Strategy
- Aaron N. SackHead of Morgan Stanley Capital Partners and Director
- David N. MillerHead of Private Credit and Equity and Director
- Mustufa SalehbhaiCo-Head Private Investing Legal
- Kara S. FrickeCo-Head Private Investing Legal
- Peter D. ChungHead of Expansion Capital
- Amy M. YeungVice President
- Thomas F. CahillHead of Tactical Value
- Gauranga PalChief Compliance Officer
- Ashwin KrishnanHead of North America Private Credit at Morgan Stanley and Portfolio Manager of the Opportunistic Credit Strategy
- Benjamin C. HunekePresident and Managing Director of Morgan Stanley Investment Management
Custody and brokerage
Custodian
MS Capital Partners Adviser Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
MS Capital Partners Adviser Inc. is a hybrid RIA: 34 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Eaton Vance Distributors, Inc., Morgan Stanley & Co. LLC, Morgan Stanley Asia Limited, Morgan Stanley Distribution, Inc., Morgan Stanley Mexico, Casa De Bolsa, S.A. De C.V., Morgan Stanley Mufg Securities Co., LTD. and Morgan Stanley Smith Barney LLC.
- Eaton Vance Distributors, Inc. ↗CRD 37731
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
- Morgan Stanley & Co. LLC ↗CRD 8209
- Morgan Stanley Asia Limited
- Morgan Stanley Distribution, Inc. ↗CRD 30344
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
- Morgan Stanley Mexico, Casa De Bolsa, S.A. De C.V.
- Morgan Stanley Mufg Securities Co., LTD.
- Morgan Stanley Smith Barney LLC ↗CRD 149777
Its Form ADV brochure (filed July 2026) names Morgan Stanley as the broker-dealer its advisers are registered with.
Certain of the Adviser’s management persons are registered representatives of Morgan Stanley & Co.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 72 | $23B | 60% |
| Business development companies | 6 | $15B | 40% |
Private funds
MS Capital Partners Adviser Inc. reports 67 private funds with $22B in gross assets: private equity funds, venture capital funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
MS Capital Partners Adviser Inc. answers yes to 7 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on MS Capital Partners Adviser Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 446 peers of its type and size
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- Owners and executives, with titles and stakes
- 13 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does MS Capital Partners Adviser Inc. manage?
MS Capital Partners Adviser Inc. reports $38.8 billion in regulatory assets under management across 78 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 17, 2026.
What kind of firm is MS Capital Partners Adviser Inc.?
MS Capital Partners Adviser Inc. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are MS Capital Partners Adviser Inc.’s clients?
By assets, its largest client types are pooled investment vehicles ($23.3 billion, 72 clients); business development companies ($15.5 billion, 6 clients).
Does MS Capital Partners Adviser Inc. manage private funds?
Yes. It reports 67 private funds with $21.8 billion in gross assets, including private equity funds, venture capital funds, other private funds.
Does MS Capital Partners Adviser Inc. have any disciplinary history?
MS Capital Partners Adviser Inc. answers yes to 7 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is MS Capital Partners Adviser Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →