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CRD 147521
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| NORTH HAVEN TACTICAL VALUE FUND LP | Private Equity Fund | $1.6B | Dec 2, 2024 | 1,321 | Mar 29, 2018 | reported | 021-294927 |
| NORTH HAVEN CREDIT PARTNERS III L.P. | Private Equity Fund | $1.6B | Dec 2, 2024 | 958 | Mar 30, 2020 | reported | 021-339317 |
| NORTH HAVEN TACTICAL VALUE FUND II LP | Private Equity Fund | $1.6B | Dec 2, 2024 | 445 | Mar 31, 2023 | reported | 021-455988 |
| NORTH HAVEN CAPITAL PARTNERS VII-A LP | Private Equity Fund | $1.2B | Dec 2, 2024 | 24 | Mar 30, 2020 | reported | 021-355482 |
| NORTH HAVEN CAPITAL PARTNERS VII U.S. WEALTH MANAGEMENT PARTNERS LP | Private Equity Fund | $1.0B | Dec 2, 2024 | 1,116 | Mar 30, 2020 | reported | 021-355484 |
| NORTH HAVEN TACTICAL VALUE FUND (AIV) LP | Private Equity Fund | $715M | May 15, 2023 | 1,318 | Mar 29, 2018 | dropped | 021-999999 |
| NORTH HAVEN EXPANSION EQUITY IX LP | Private Equity Fund | $704M | Dec 2, 2024 | 1,377 | Mar 31, 2022 | reported | 021-404184 |
| NORTH HAVEN CREDIT PARTNERS IV OFFSHORE L.P. | Private Equity Fund | $591M | Dec 2, 2024 | 100 | Mar 31, 2024 | reported | 021-478924 |
| NORTH HAVEN CAPITAL PARTNERS VI-A LP | Private Equity Fund | $581M | Dec 2, 2024 | 260 | Mar 27, 2015 | reported | 021-229587 |
| NORTH HAVEN EXPANSION EQUITY LP | Private Equity Fund | $568M | Dec 2, 2024 | 610 | Mar 29, 2018 | reported | 021-284856 |
| NORTH HAVEN CAPITAL PARTNERS VII LP | Private Equity Fund | $553M | Dec 2, 2024 | 36 | Mar 30, 2020 | reported | 021-355481 |
| NORTH HAVEN EXPANSION CREDIT II LP | Private Equity Fund | $480M | Dec 2, 2024 | 617 | Mar 31, 2022 | reported | 021-425995 |
| NORTH HAVEN CREDIT PARTNERS IV L.P. | Private Equity Fund | $478M | Dec 2, 2024 | 183 | Mar 31, 2024 | reported | 021-478922 |
| NORTH HAVEN ENERGY CAPITAL FUND LP | Private Equity Fund | $428M | Dec 2, 2024 | 475 | Mar 30, 2016 | reported | 021-245483 |
| MORGAN STANLEY CREDIT PARTNERS L.P. | Private Equity Fund | $400M | Mar 30, 2012 | 7 | Mar 30, 2012 | dropped | 021-137309 |
| NORTH HAVEN ENERGY CAPITAL FUND A LP | Private Equity Fund | $346M | Dec 2, 2024 | 153 | Mar 30, 2016 | reported | 021-245488 |
| NORTH HAVEN CAPITAL PARTNERS VII NON-U.S. WEALTH MANAGEMENT PARTNERS LP | Private Equity Fund | $346M | Dec 2, 2024 | 180 | Mar 30, 2020 | reported | 021-355486 |
| NORTH HAVEN CREDIT PARTNERS II L.P. | Private Equity Fund | $323M | Dec 2, 2024 | 935 | Mar 27, 2014 | reported | 021-199790 |
| NORTH HAVEN ENERGY CAPITAL FUND-CP LP | Private Equity Fund | $308M | Dec 2, 2024 | 4 | Mar 30, 2016 | reported | 021-999999 |
| NHTV II KYOTO CO-INVESTOR LP | Private Equity Fund | $272M | Dec 2, 2024 | 5 | Mar 31, 2024 | reported | 021-493575 |
| NORTH HAVEN CAPITAL PARTNERS VI LP | Private Equity Fund | $266M | Dec 2, 2024 | 13 | Mar 27, 2015 | reported | 021-229586 |
| NORTH HAVEN SENIOR LOAN FUND (ALMA) II DESIGNATED ACTIVITY COMPANY | Private Equity Fund | $259M | Dec 2, 2024 | 1 | Mar 31, 2022 | reported | n/a |
| CREDIT OPPORTUNITIES (SERIES M) LP | Other Private Fund | $244M | Dec 2, 2024 | 1 | Mar 31, 2023 | reported | 021-437187 |
| NORTH HAVEN CAPITAL PARTNERS VI U.S. WEALTH MANAGEMENT PARTNERS-A LP | Private Equity Fund | $243M | Dec 2, 2024 | 147 | Mar 30, 2016 | reported | 021-242923 |
| NORTH HAVEN CAPITAL PARTNERS CV-A LP | Private Equity Fund | $225M | Dec 2, 2024 | 47 | Mar 31, 2022 | reported | 021-420635 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CAHILL, THOMAS, F. | HEAD OF TACTICAL VALUE | Na | yes | 04/2017 | Mar 30, 2020 | Dec 2, 2024 |
| CHUNG, PETER, DAVID | HEAD OF EXPANSION CAPITAL | Na | yes | 03/2012 | Mar 29, 2017 | Dec 2, 2024 |
| D'ALESSANDRO, HENRY, FRANCIS | VICE CHAIR OF MS PRIVATE CREDIT, CO-PORTFOLIO MANAGER AND CIO OF OPPORTUNISTIC CREDIT AND SENIOR LOAN INVESTMENT STRATEGY | Na | yes | 01/2022 | Mar 30, 2012 | Dec 2, 2024 |
| LEVIN, JEFFREY, SCOTT | CO-HEAD OF MORGAN STANLEY'S NORTH AMERICA PRIVATE CREDIT, PORTFOLIO MANAGER AND HEAD OF DIRECT LENDING | Na | yes | 01/2022 | Mar 30, 2020 | Dec 2, 2024 |
| Miller, David, Nathan | HEAD OF PRIVATE CREDIT AND EQUITY AND DIRECTOR | Na | yes | 08/2016 | Oct 31, 2016 | Dec 2, 2024 |
| MOON, JOHN, JOOHAHN | HEAD OF MORGAN STANLEY ENERGY PARTNERS AND DIRECTOR | Na | yes | 07/2010 | Mar 30, 2012 | Dec 2, 2024 |
| MORGAN STANLEY | SOLE SHAREHOLDER | E | yes | 11/1995 | Mar 30, 2012 | Dec 2, 2024 |
| MS HOLDINGS INCORPORATED | SOLE SHAREHOLDER | E | yes | 11/2007 | Mar 30, 2012 | Dec 2, 2024 |
| SACK, AARON, NELSON | HEAD OF MORGAN STANLEY CAPITAL PARTNERS AND DIRECTOR | Na | yes | 10/2015 | Mar 30, 2016 | Dec 2, 2024 |
| FRICKE, KARA, SCHIFFMAN | CO-HEAD PRIVATE INVESTING LEGAL | Na | no | 12/2016 | Mar 29, 2017 | Dec 2, 2024 |
| HUNEKE, BENJAMIN, CORDT | PRESIDENT AND MANAGING DIRECTOR OF MORGAN STANLEY INVESTMENT MANAGEMENT | Na | no | 11/2024 | Mar 31, 2024 | Dec 2, 2024 |
| KRISHNAN, ASHWIN | CO-HEAD OF NORTH AMERICA PRIVATE CREDIT AT MORGAN STANLEY AND CO-PORTFOLIO MANAGER OF THE OPPORTUNISTIC CREDIT STRATEGY | Na | no | 01/2022 | May 15, 2023 | Dec 2, 2024 |
| Pal, Gauranga | CHIEF COMPLIANCE OFFICER | Na | no | 05/2023 | May 15, 2023 | Dec 2, 2024 |
| SALEHBHAI, MUSTUFA | CO-HEAD PRIVATE INVESTING LEGAL | Na | no | 12/2016 | Mar 29, 2017 | Dec 2, 2024 |
| YEUNG, AMY, MEISIU | VICE PRESIDENT | Na | no | 11/2014 | Mar 29, 2018 | Dec 2, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | n/a | Wirehouse | $1962B | N | yes | n/a |
| MORGAN STANLEY INVESTMENT MANAGEMENT INC. | n/a | Asset manager | $702B | N | yes | n/a |
| MORGAN STANLEY AIP GP LP | n/a | Asset manager | $41B | N | yes | n/a |
| MORGAN STANLEY INFRASTRUCTURE INC. | n/a | Asset manager | $16B | N | yes | n/a |
| MSREF REAL ESTATE ADVISOR, INC. | n/a | Asset manager | $16B | N | yes | n/a |
| MESA WEST CAPITAL, LLC | n/a | Asset manager | $8.7B | N | yes | n/a |
| MORGAN STANLEY INVESTMENT MANAGEMENT (JAPAN) CO., LTD. | n/a | Former SEC adviser | $3.5B | N | yes | n/a |
| MORGAN STANLEY PRIVATE EQUITY ASIA, INC. | n/a | Asset manager | $1.9B | N | yes | n/a |
| MSRESS III MANAGER, L.L.C. | n/a | Asset manager | $39.6M | N | yes | n/a |
| MORGAN STANLEY REAL ESTATE ADVISOR, INC. | n/a | No RAUM reported | $0 | N | yes | n/a |
| AIP ASIA-SMA GP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP ASIA-SMA II SLP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP BRICKYARD GP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP COMPREHENSIVE SECONDARIES I GP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP COMPREHENSIVE SECONDARIES II GP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP COSMIC SLP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP CRYSTAL-SMA I SLP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP DIAMOND-SMA I SLP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP DR SLP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP GATEWAY II GP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP GLOBAL DIVERSIFIED ALTERNATIVES V GP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP GLOBAL DIVERSIFIED VI GP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP GLOBAL DIVERSIFIED VII SLP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP GLOBAL IMPACT I GP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP GLOBAL INCOME I GP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP GLOBAL INCOME II SLP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP GLOBAL VENTURE I SLP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP GRANITE-SMA GP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP MBAR SLP LP | n/a | n/a | n/a | N | no | n/a |
| AIP MCS VALUE SLP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP MEDYARD GP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP NML-SMA GP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP OPPORTUNISTIC ACI I GP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP OPPORTUNISTIC ACI II SLP GP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP OPPORTUNISTIC ACI III SLP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP OPPORTUNISTIC ALTERNATIVES GP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP OPPORTUNISTIC SECONDARIES I SLP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP OPPORTUNISTIC SECONDARIES II SLP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP RE FOF 2009 GP LP | n/a | n/a | n/a | N | yes | n/a |
| AIP RE FOF 2010 GP LP | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| SAN FRANCISCO | CA | United States | 14 | no |
| Houston | TX | United States | 6 | no |
| Chicago | IL | United States | 5 | no |
| LOS ANGELES | CA | United States | 4 | no |
| London | n/a | United Kingdom | 2 | no |
| Kowloon | n/a | Hong Kong | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $39B | $39B | 209 | 125 | 4 | 67 | n/a |
| 2024 | Apr 21, 2025 | $34B | $34B | 173 | 124 | 4 | 76 | n/a |
| 2023 | Mar 31, 2024 | $27B | $27B | 200 | 128 | 6 | 66 | $17B |
| 2022 | Mar 31, 2023 | $23B | $23B | 119 | 99 | 5 | 61 | $15B |
| 2021 | Mar 31, 2022 | $18B | $18B | 119 | 99 | 5 | 54 | $13B |
| 2020 | Mar 31, 2021 | $11B | $11B | 109 | 82 | 6 | 48 | $8.8B |
| 2019 | Mar 30, 2020 | $8.3B | $8.3B | 97 | 86 | 5 | 47 | $7.5B |
| 2018 | Mar 29, 2019 | $6.8B | $6.8B | 70 | 38 | 2 | 43 | $6.8B |
| 2017 | Mar 29, 2018 | $5.2B | $5.2B | 143 | 62 | 3 | 38 | $5.2B |
| 2016 | Mar 29, 2017 | $4.2B | $4.2B | 54 | 50 | n/a | 35 | $4.2B |
| 2015 | Mar 30, 2016 | $3.6B | $3.6B | 48 | 46 | n/a | 35 | $3.7B |
| 2014 | Mar 27, 2015 | $3.6B | $3.6B | 52 | 49 | n/a | 29 | $3.6B |
| 2013 | Mar 27, 2014 | $3.7B | $3.7B | 53 | 45 | n/a | 27 | $3.7B |
| 2012 | Apr 1, 2013 | $3.0B | $3.0B | 56 | 49 | n/a | 26 | $3.0B |
| 2011 | Mar 30, 2012 | $2.8B | $2.8B | n/a | n/a | n/a | 22 | $1.4B |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $39B | $34B | 12.8% | $23B | 18.7% | 209 | 173 | 4 | 4 |