Msress Iii Manager, L.L.C. (New York)
Msress Iii Manager, L.L.C. is a large advisory firm based in New York. It manages $865.68 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Georgia.
Msress Iii Manager, L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Msress Iii Manager, L.L.C: assets under management
The assets under management (AUM) of Msress Iii Manager, L.L.C. is $865.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Msress Iii Manager, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Jan Willem Adriaan De Geus serves?
The only and largest group of clients of Jan Willem Adriaan De Geus is pooled investment vehicles with 2 clients and $865.68 million of assets under management. Among the 6 most similar advisory firms, Msress Iii Manager, L.L.C has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $865.68 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Msress Iii Manager, L.L.C also advises several private funds. Namely, two real estate funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $10,000,000.
Careers at Msress Iii Manager, L.L.C.
The company employs 243 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jan Willem Adriaan De Geus has been acting as President since 1 Feb 2009. David Grove Stafford joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 1 indirect owner.Based in New York
The principal office where Msress Iii Manager, L.L.C. performs its advisory services is located at 1585 Broadway, New York, NY 10036, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-761-7160 or by fax 212-507-8474. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at morganstanley.com/what-we-do/investment-management/merchant-banking/global-real-estate/.
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