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Private fund adviser · New York, NY

Msref Real Estate Advisor, Inc.

SEC-registered investment adviser · CRD 142047 · SEC 801-67286

At a glance

Msref Real Estate Advisor, Inc. is an SEC-registered investment adviser based in New York, New York, with $15.8 billion in regulatory assets under management as of its Form ADV filed July 24, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 437th of 4,686 private fund advisers and 1,012th of 17,210 SEC-registered advisers by assets.

Main office 212-761-7160As filed on Form ADV

Regulatory AUM
$16B
Rank among private fund advisers
#437 of 4,686
Rank among all SEC RIAs
#1,012 of 17,210
Rank in New York
#278 of 2,591
Clients
26
Accounts
26
Discretionary
98% of AUM
Employees
372
Advisory staff
170
Offices
17

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Msref Real Estate Advisor, 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

Msref Real Estate Advisor, Inc. is a hybrid RIA: 21 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 (singapore) PTE, Morgan Stanley Asia Limited, Morgan Stanley Distribution, Inc., Morgan Stanley Mexico, Casa De Bolsa, S.A. De C.V. and Morgan Stanley Smith Barney LLC.

Its Form ADV brochure (filed May 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.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles26$16B100%

Private funds

Msref Real Estate Advisor, Inc. reports 18 private funds with $12B in gross assets: private equity funds, real estate funds (Form ADV Item 7.B).

Disciplinary disclosures

Msref Real Estate Advisor, 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 pooled investment vehicles
  • Portfolio management for businesses and institutions

How it’s paid

  • A percentage of assets under management
  • Performance-based fees
  • Other

Form ADV and brochures on the SEC’s adviser search ↗

AtlasMembers

The full record on Msref Real Estate Advisor, 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 779 peers of its type and size
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Owners and executives, with titles and stakes
9 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
3Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Msref Real Estate Advisor, Inc. manage?

Msref Real Estate Advisor, Inc. reports $15.8 billion in regulatory assets under management across 26 accounts, 98% of it on a discretionary basis, on its Form ADV filed July 24, 2026.

What kind of firm is Msref Real Estate Advisor, Inc.?

Msref Real Estate Advisor, 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 Msref Real Estate Advisor, Inc.’s clients?

By assets, its largest client types are pooled investment vehicles ($15.8 billion, 26 clients).

Does Msref Real Estate Advisor, Inc. manage private funds?

Yes. It reports 18 private funds with $12.5 billion in gross assets, including private equity funds, real estate funds.

Does Msref Real Estate Advisor, Inc. have any disciplinary history?

Msref Real Estate Advisor, 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 Msref Real Estate Advisor, 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 (2026-07-24), 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 →