MSREF REAL ESTATE ADVISOR, INC.

RIASEC RegisteredEst. 2006
Total AUM
$15.8B
Discretionary
$15.4B
98% of AUM
Avg account
$607M
Accounts
26
Employees
372
Advisory reps
10

Firm details

Headquarters
New York, New York
CRD number
142047
Registered since
December 5, 2006
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Msref Real Estate Advisor, Inc. is a corporate adviser that has been SEC‑registered since 2006 and focuses on pooled real‑asset and alternative investment vehicles for institutional clients. The firm serves as portfolio manager for pooled funds and for institutional mandates and also operates in roles consistent with a sponsor/GP and CPO/CTA. Its business model combines fund sponsorship and active management, with fee arrangements that include percentage‑of‑assets, performance‑based fees and other bespoke fee structures. The firm identifies as an active ESG investor and maintains a set of industry affiliations spanning broker‑dealer, registered municipal advisor, futures commission merchant and real estate brokerage activities.

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
  • MUSTUFA SALEHBHAI

    Chief Legal OfficerCRD 5066028

  • CHRISTIE PARK

    Managing Director and Global COOCRD 3276900

  • TORU BANDO

    Chief Investment OfficerCRD 7526167

Contacts

3 of 7
  • Gauranga Pal

    Executive DirectorCRD 4916233

  • BENJAMIN HUNEKE

    Head of Investment ManagementCRD 2796985

  • JOSEPHINE MORTELLITI

    Managing DirectorCRD 3246029

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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
1585 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth