SourcingSourcing

MSREF REAL ESTATE ADVISOR, INC.

C22
CRD 142047·SEC 801-67286·NEW YORK, NY
AUM
$15.77B
$1B+
Est. Revenue
$157.7M
@ 1% on AUM
Est. EBITDA
$47.3M
@ 30% margin
Est. Deal Value
$378.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MSREF REAL ESTATE ADVISOR, INC.
CRD
142047
SEC file #
801-67286
EIN
—
DBA names
—

Economics

AUM
$15.77B
AUM band
$1B+
AUM trajectory
'20'26
$9.92B → $15.77B▲ +59%
Client mix
Pooled Investment Vehicles26

Operations

Employees (total)
372
Advisory staff (per ADV)
170
Advisory staff (5-yr trend)
'20'26
142 advisors → 170 advisors▲ +20%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleymedium confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
morganstanley.com/im

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MORGAN STANLEY
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
MORGAN STANLEY
BANDO, TORU
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MORGANSTANLEY.COM
Rdap Domain Creation Date
1996-05-24T04:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
CSC Corporate Domains, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Morgan Stanley16
Full
Morgan Stanley164
State Street36
Jpmorgan35
Wells Fargo4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-23T04:00:00Z
Rdap Domain Last Changed
2026-05-19T05:09:48Z
Rdap Nameservers
Ext-ns1.morganstanley.netExt-ns10.morganstanley.netExt-ns12.morganstanley.netExt-ns3.morganstanley.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedServer Delete ProhibitedServer Transfer ProhibitedServer Update Prohibited
Trust Company Affiliate
Yes

People (10)

10
BANDO, TORU
Executive Officer · 2.5%
7526167
DE POULPIQUET, OLIVIER
Executive Officer · 2.5%
5866941
HOCHFELDER, LAUREN, ANDREA
Executive Officer · 2.5%
4224582
KLOPP, JOHN, RICHARD
Executive Officer · 2.5%
5753735
NILES, BRIAN, PERRY
Executive Officer · 2.5%
2941131
HUNEKE, BENJAMIN, CORDT
Executive Officer · 2.5%
2796985
MORTELLITI, JOSEPHINE
Executive Officer · 2.5%
3246029
Pal, Gauranga
Executive Officer · 2.5%
4916233
PARK, CHRISTIE
Executive Officer · 2.5%
3276900
SALEHBHAI, MUSTUFA
Executive Officer · 2.5%
5066028