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Msf Capital, LLC (New York)


Msf Capital, LLC is a large advisory firm based in New York. It manages $425.5 million of regulatory assets for 158 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Colorado, Connecticut, and 12 other states.

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Msf Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Msf Capital: assets under management

The assets under management (AUM) of Msf Capital, LLC is $425.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $425.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.69 million each.
Msf Capital has custody of $173.92 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Msf Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Msf Capital, LLC performs its advisory services is located at 126 East 56 Th Street, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-446-2570 or by fax 212-446-2578. The normal business hours are 9:00 am to 5:00pm on Monday - Friday. You can find more information about the New York firm at msfcapital.com.


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