Ms Capital Partners Adviser Inc. is a large advisory firm based in New York. It manages $6.81 billion of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2008.
Ms Capital Partners Adviser 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.
The assets under management (AUM) of Ms Capital Partners Adviser Inc. is $6.81 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2705% since the beginning of its operation, and $2.3 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ms Capital Partners Adviser Inc. 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.
The only and largest group of clients of Eric Fry is pooled investment vehicles with 49 clients and $6.81 billion of assets under management. Among the 9 most similar advisory firms, Ms Capital Partners Adviser has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $6.81 billion for 49 clients. 49% of the firm’s clients are foreign persons or businesses.
Ms Capital Partners Adviser also advises several private funds. Namely, forty one private equity funds and two venture capital funds. The minimum investment commitment required of non-related persons ranges from $0 to $150,000,000.
The company employs 70 people that are either part- or full-time employees. 54 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.
Eric Fry has been acting as President since 1 Nov 2007. David Grove Stafford joined the executive team most recently as the Chief Compliance Officer.
The principal office where Ms Capital Partners Adviser Inc. 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 Houston, TX. 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 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at morganstanley.com/what-we-do/investment-management/merchant-banking/global-private-equity/.