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MSREF REAL ESTATE ADVISOR, INC.
CRD 142047File 801-67286
APPROVED
Custody
Disclosure events
Filing as of Jul 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$15.77B
Top 10% of cohort (national)
Discretionary AUM
$15.39B
Non-discretionary $382.6M
Clients
26
26 accounts
Employees
372
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 5, 2006
- Principal office
- 1585 BROADWAY, MORGAN STANLEY INVESTOR SERVICES, NEW YORK, NY, 10036
- Phone
- 212-761-7160
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.77B
- Discretionary AUM
- $15.39B
- Non-discretionary AUM
- $382.6M
- Discretionary accounts
- 24
- Non-discretionary accounts
- 2
- Total accounts
- 26
- AUM per client
- $606.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 26 | $15.77B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ACQUISITION FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 289 | 372 | increased by83 |
| Apr 1, 2026 | Clients | 21 | 26 | increased by5 |
| Apr 1, 2026 | AUM | $11,087,293,675 | $15,770,404,509 | increased by$4,683,110,834 |
| Apr 1, 2026 | Accounts | 21 | 26 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 265 | 289 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 20 | 21 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $12,658,412,759 | $11,087,293,675 | decreased by$1,571,119,084 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 20 | 21 | increased by1 |
| Apr 1, 2022 | Employees | 258 | 265 | increased by7 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | AUM | $11,354,524,144 | $12,658,412,759 | increased by$1,303,888,615 |
| May 1, 2021 | AUM | $11,086,877,826 | $11,354,524,144 | increased by$267,646,318 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MSREF REAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MSREF REAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.