MSR CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$4.6B
Discretionary
$0
0% of AUM
Avg account
$458M
Accounts
10
Employees
13
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
318983
Registered since
May 10, 2022
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MSR Capital Partners, LLC operates as a private equity adviser that focuses on managing pooled investment vehicles for institutional clients. The firm is organized as a limited liability company and has been SEC-registered since 2022. Its business model centers on sponsoring and managing private equity funds and related pooled vehicles rather than acting as a broad capital allocator across public markets. MSR Capital Partners charges a combination of percentage-of-AUM and fixed fees and does not present itself as an active ESG investor or pension consultant. Regulatory and industry filings indicate the firm also engages with other industry roles—acting in capacities that include sponsor/GP of pooled vehicles and affiliations with institutions such as banks and insurance companies. MSR’s client base is institutional, and its advisory work is concentrated on portfolio management for pooled investment vehicles. The firm’s structure and reported non-discretionary assets suggest it typically provides fund-level management and advisory services, with decision-making and execution authorities residing at the fund or sponsor level rather than through direct discretionary mandates on individual external accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • MITSUMASA NAKATANI

    Chief Compliance OfficerCRD 8250737

  • KAKU KIKUKAWA

    Chief Executive OfficerCRD 7514818

  • MASAYA TAMAOKI

    Chief Investment OfficerCRD 7172164

Contacts

3 of 3
  • TAKASHI UTSUNOMIYA

    DirectorCRD 8251151

  • YOSHIHIKO SAMOTO

    DirectorCRD 7775885

  • DAVID ANDRYC

    PartnerCRD 1181816

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1133 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth