DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

MSREF II, INC.

CRD 111015

NEW YORK, NY

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Search this name across graphsid dfx:ria:ffa6d642-839f-94c3-9bd4-ce0130139c6f

Data as of Jul 5, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 52
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2012 to Jul 5, 2012
2 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Msref II, Inc.

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $40.7MItem 5.F on the latest filing (2012-07-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $40.7M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 3
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $39.8Mgross asset value as reported per fund; never fund size
SEC number: 801-47598
CRD: 111015
Filings on the tape: 2
First filed: Mar 30, 2012
Latest filed: Jul 5, 2012
Organised: Corporation, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
THE MORGAN STANLEY REAL ESTATE FUND II, L.P.	Real Estate Fund	$35.4M	Jul 5, 2012	21	Mar 30, 2012	reported	021-9999999999
MSREF II 892 INVESTORS-B, L.P.	Real Estate Fund	$4.5M	Jul 5, 2012	2	Mar 30, 2012	reported	021-9999999999

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DE POULPIQUET, OLIVIER	CO CEO AND CO CIO OF MORGAN STANLEY REAL ESTATE INVESTING	Na	yes	09/2010	Mar 30, 2012	Jul 5, 2012
FLEMING, GREGORY, J	PRESIDENT OF MORGAN STANLEY INVESTMENT MANAGEMENT AND MORGAN STANLEY SMITH BARNEY	Na	yes	07/2010	Mar 30, 2012	Jul 5, 2012
HENRY, MICHAEL	CHIEF COMPLIANCE OFFICER	Na	yes	01/2012	Mar 30, 2012	Jul 5, 2012
KLOPP, JOHN	DIRECTOR AND PRESIDENT AND CO CEO AND CO CIO OF MORGAN STANLEY REAL ESTATE INVESTING AND PRESIDENT	Na	yes	09/2010	Mar 30, 2012	Jul 5, 2012
MORGAN STANLEY	Shareholder	E	yes	10/1994	Mar 30, 2012	Jul 5, 2012
MORIARTY, EDMOND, N	COO OF MORGAN STANLEY INVESTMENT MANAGEMENT AND HEAD OF MERCHANT BANKING AND REAL ESTATE INVESTING	Na	yes	02/2010	Mar 30, 2012	Jul 5, 2012
BUZA, JOHN, PHILIP	Director	Na	no	10/2010	Mar 30, 2012	Jul 5, 2012
CATTIER, JENNIFER, MURPHY	CHIEF LEGAL OFFICER	Na	no	11/2011	Mar 30, 2012	Jul 5, 2012
LEVY, MICHAEL, PAUL	DIRECTOR, GLOBAL CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER OF MORGAN STANLEY REAL ESTATE INVESTING	Na	no	11/2009	Mar 30, 2012	Jul 5, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page; showing 40 of 94

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 INVESTMENT MANAGEMENT LIMITED	n/a	Asset manager	$175B	N	yes	n/a
MORGAN STANLEY AIP GP LP	n/a	Asset manager	$41B	N	yes	n/a
MS CAPITAL PARTNERS ADVISER INC.	n/a	Asset manager	$39B	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
MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY	n/a	Other adviser	$11B	N	yes	n/a
CONSULTING GROUP ADVISORY SERVICES LLC	n/a	Asset manager	$9.8B	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
MORGAN STANLEY PRIVATE EQUITY ASIA III, INC.	n/a	Former SEC adviser	$1.6B	N	yes	n/a
MSDW CAPITAL PARTNERS IV INC	n/a	Former SEC adviser	$1.1B	N	yes	n/a
MORGAN STANLEY CAPITAL PARTNERS III INC	n/a	Former SEC adviser	$195M	N	yes	n/a
MORGAN STANLEY SMITH BARNEY PRIVATE MANAGEMENT LLC	n/a	Former SEC adviser	$181M	N	yes	n/a
MSREF IV, LLC	n/a	Former SEC adviser	$131M	N	yes	n/a
PRIVATE INVESTMENT PARTNERS INC.	n/a	Former SEC adviser	$123M	N	yes	n/a
MSDW REAL ESTATE SPECIAL SITUATIONS II MANAGER LLC	n/a	Former SEC adviser	$103M	N	yes	n/a
MSDW VENTURE PARTNERS IV INC	n/a	Former SEC adviser	$83.8M	N	yes	n/a
MSREF V, L.L.C.	n/a	Former SEC adviser	$57.5M	N	yes	n/a
MORGAN STANLEY VENTURE CAPITAL III INC	n/a	Former SEC adviser	$44.9M	N	yes	n/a
MSVP 2002, INC.	n/a	Former SEC adviser	$42.6M	N	yes	n/a
MSRESS III MANAGER, L.L.C.	n/a	Asset manager	$39.6M	N	yes	n/a
MORGAN STANLEY SMITH BARNEY VENTURE SERVICES LLC	n/a	Former SEC adviser	$38.5M	N	yes	n/a
MORGAN STANLEY LEVERAGED EQUITY FUND II INC	n/a	Former SEC adviser	$27.4M	N	yes	n/a
MORGAN STANLEY GLOBAL EMERGING MARKETS INC	n/a	Former SEC adviser	$3.1M	N	yes	n/a
MORGAN STANLEY REAL ESTATE INVESTMENT MANAGEMENT II INC.	n/a	Former SEC adviser	$1.9M	N	yes	n/a
EARLY ADOPTER FUND MANAGER INC	n/a	Former SEC adviser	$1.8M	N	yes	n/a
MORGAN STANLEY REAL ESTATE ADVISOR, INC.	n/a	No RAUM reported	$0	N	yes	n/a
EAF MANAGER, LLC	n/a	n/a	n/a	N	yes	n/a
MORGAN STANLEY (FRANCE) SAS	n/a	n/a	n/a	N	yes	n/a
MORGAN STANLEY & CO. INTERNATIONAL PLC	n/a	n/a	n/a	N	yes	n/a
MORGAN STANLEY & CO. LLC	n/a	n/a	n/a	N	yes	n/a
MORGAN STANLEY ALTERNATIVE INVESTMENT PARTNERS, LP	n/a	n/a	n/a	N	yes	n/a
MORGAN STANLEY ASIA (SINGAPORE) PTE	n/a	n/a	n/a	N	yes	n/a
MORGAN STANLEY ASIA LIMITED	n/a	n/a	n/a	N	yes	n/a
MORGAN STANLEY ASSET MANAGEMENT PRIVATE LIMITED	n/a	n/a	n/a	N	yes	n/a
MORGAN STANLEY AUSTRALIA LIMITED	n/a	n/a	n/a	N	yes	n/a
MORGAN STANLEY BANK AG	n/a	n/a	n/a	N	yes	n/a
MORGAN STANLEY BANK INTERNATIONAL LIMITED	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
LOS ANGELES	CA	United States	n/a	no
SAN FRANCISCO	CA	United States	n/a	no
Atlanta	Ga	United States	n/a	no
Chicago	IL	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 30, 2012	$38.5M	$38.5M	n/a	n/a	n/a	2	$39.1M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$40.7M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Affiliated with (41)

← MORGAN STANLEY VENTURE CAPITAL III INCRegistered adviserother investment adviser, common control
factForm ADV
← MSDW VENTURE PARTNERS IV INCRegistered adviserother investment adviser, common control
factForm ADV
← MSDW CAPITAL PARTNERS IV INCRegistered adviserother investment adviser, common control
factForm ADV
← MORGAN STANLEY GLOBAL EMERGING MARKETS INCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← EARLY ADOPTER FUND MANAGER INCRegistered adviserother investment adviser, common control
factForm ADV
← MORGAN STANLEY CAPITAL PARTNERS III INCRegistered adviserother investment adviser, common control
factForm ADV
← MORGAN STANLEY LEVERAGED EQUITY FUND II INCRegistered adviserother investment adviser, common control
factForm ADV
← MSVP 2002, INC.Registered adviserother investment adviser, common control
factForm ADV
← MORGAN STANLEY PRIVATE EQUITY ASIA III, INC.Registered adviserother investment adviser, common control
factForm ADV
→ MORGAN STANLEY INVESTMENT MANAGEMENT LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
→ MORGAN STANLEY VENTURE CAPITAL III INCRegistered adviserother investment adviser, common control
factForm ADV
→ MSDW VENTURE PARTNERS IV INCRegistered adviserother investment adviser, common control
factForm ADV
→ MSDW CAPITAL PARTNERS IV INCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ MORGAN STANLEY GLOBAL EMERGING MARKETS INCRegistered adviserother investment adviser, common control
factForm ADV
→ EARLY ADOPTER FUND MANAGER INCRegistered adviserother investment adviser, common control
factForm ADV
→ MSREF III, INC.Registered adviserother investment adviser, bank, common control
factForm ADV
→ MSDW REAL ESTATE SPECIAL SITUATIONS II MANAGER LLCRegistered adviserother investment adviser, common control
factForm ADV
→ MORGAN STANLEY INVESTMENT MANAGEMENT INC.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ MSREF IV, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ MORGAN STANLEY CAPITAL PARTNERS III INCRegistered adviserother investment adviser, common control
factForm ADV
→ MORGAN STANLEY LEVERAGED EQUITY FUND II INCRegistered adviserother investment adviser, common control
factForm ADV
→ MORGAN STANLEY REAL ESTATE INVESTMENT MANAGEMENT II INC.Registered adviserother investment adviser, common control
factForm ADV
→ MORGAN STANLEY SMITH BARNEY VENTURE SERVICES LLCRegistered adviserother investment adviser, common control
factForm ADV
→ MORGAN STANLEY SMITH BARNEY PRIVATE MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
→ MSVP 2002, INC.Registered adviserother investment adviser, common control
factForm ADV
→ MORGAN STANLEY AIP GP LPRegistered adviserother investment adviser, bank, common control
factForm ADV
→ MORGAN STANLEY INVESTMENT MANAGEMENT (JAPAN) CO., LTD.Registered adviserother investment adviser, common control
factForm ADV
→ MORGAN STANLEY INVESTMENT MANAGEMENT COMPANYRegistered adviserother investment adviser, common control
factForm ADV
→ MORGAN STANLEY REAL ESTATE ADVISOR, INC.Registered adviserother investment adviser, investment company, common control
factForm ADV
→ MSREF V, L.L.C.Registered adviserother investment adviser, bank, common control
factForm ADV
and 11 more

Advises (2)

→ THE MORGAN STANLEY REAL ESTATE FUND II, L.P.Private fundReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MSREF II 892 INVESTORS-B, L.P.Private fundReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV

Controls (6)

← MORIARTY, EDMOND, NOwnerCOO OF MORGAN STANLEY INVESTMENT MANAGEMENT AND HEAD OF MERCHANT BANKING AND REAL ESTATE INVESTING, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← FLEMING, GREGORY, JOwnerPRESIDENT OF MORGAN STANLEY INVESTMENT MANAGEMENT AND MORGAN STANLEY SMITH BARNEY, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← HENRY, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← KLOPP, JOHNOwnerDIRECTOR AND PRESIDENT AND CO CEO AND CO CIO OF MORGAN STANLEY REAL ESTATE INVESTING AND PRESIDENT, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← DE POULPIQUET, OLIVIEROwnerCO CEO AND CO CIO OF MORGAN STANLEY REAL ESTATE INVESTING, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← MORGAN STANLEYOwnerSHAREHOLDER, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV

Owns (3)

← BUZA, JOHN, PHILIPOwnerDIRECTOR, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← LEVY, MICHAEL, PAULOwnerDIRECTOR, GLOBAL CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER OF MORGAN STANLEY REAL ESTATE INVESTING, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← CATTIER, JENNIFER, MURPHYOwnerCHIEF LEGAL OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ffa6d642-839f-94c3-9bd4-ce0130139c6f
First observed: Mar 30, 2012
Last observed: Jul 5, 2012 173 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MSREF II, INC.

CRD 111015

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ffa6d642-839f-94c3-9bd4-ce0130139c6f

Data as of Jul 5, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:26 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

THE MORGAN STANLEY REAL ESTATE FUND II, L.P.

Real Estate Fund

$35.4M

Jul 5, 2012

Mar 30, 2012

reported

021-9999999999

MSREF II 892 INVESTORS-B, L.P.

Real Estate Fund

$4.5M

Jul 5, 2012

Mar 30, 2012

reported

021-9999999999

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DE POULPIQUET, OLIVIER

CO CEO AND CO CIO OF MORGAN STANLEY REAL ESTATE INVESTING

yes

09/2010

Mar 30, 2012

Jul 5, 2012

FLEMING, GREGORY, J

PRESIDENT OF MORGAN STANLEY INVESTMENT MANAGEMENT AND MORGAN STANLEY SMITH BARNEY

yes

07/2010

Mar 30, 2012

Jul 5, 2012

HENRY, MICHAEL

CHIEF COMPLIANCE OFFICER

yes

01/2012

Mar 30, 2012

Jul 5, 2012

KLOPP, JOHN

DIRECTOR AND PRESIDENT AND CO CEO AND CO CIO OF MORGAN STANLEY REAL ESTATE INVESTING AND PRESIDENT

yes

09/2010

Mar 30, 2012

Jul 5, 2012

MORGAN STANLEY

Shareholder

yes

10/1994

Mar 30, 2012

Jul 5, 2012

MORIARTY, EDMOND, N

COO OF MORGAN STANLEY INVESTMENT MANAGEMENT AND HEAD OF MERCHANT BANKING AND REAL ESTATE INVESTING

yes

02/2010

Mar 30, 2012

Jul 5, 2012

BUZA, JOHN, PHILIP

Director

10/2010

Mar 30, 2012

Jul 5, 2012

CATTIER, JENNIFER, MURPHY

CHIEF LEGAL OFFICER

11/2011

Mar 30, 2012

Jul 5, 2012

LEVY, MICHAEL, PAUL

DIRECTOR, GLOBAL CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER OF MORGAN STANLEY REAL ESTATE INVESTING

11/2009

Mar 30, 2012

Jul 5, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MORGAN STANLEY SMITH BARNEY LLC

n/a

Wirehouse

$1962B

yes

n/a

MORGAN STANLEY INVESTMENT MANAGEMENT INC.

n/a

Asset manager

$702B

yes

n/a

MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED

n/a

Asset manager

$175B

yes

n/a

MORGAN STANLEY AIP GP LP

n/a

Asset manager

$41B

yes

n/a

MS CAPITAL PARTNERS ADVISER INC.

n/a

Asset manager

$39B

yes

n/a

MORGAN STANLEY INFRASTRUCTURE INC.

n/a

Asset manager

$16B

yes

n/a

MSREF REAL ESTATE ADVISOR, INC.

n/a

Asset manager

$16B

yes

n/a

MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY

n/a

Other adviser

$11B

yes

n/a

CONSULTING GROUP ADVISORY SERVICES LLC

n/a

Asset manager

$9.8B

yes

n/a

MORGAN STANLEY INVESTMENT MANAGEMENT (JAPAN) CO., LTD.

n/a

Former SEC adviser

$3.5B

yes

n/a

MORGAN STANLEY PRIVATE EQUITY ASIA, INC.

n/a

Asset manager

$1.9B

yes

n/a

MORGAN STANLEY PRIVATE EQUITY ASIA III, INC.

n/a

Former SEC adviser

$1.6B

yes

n/a

MSDW CAPITAL PARTNERS IV INC

n/a

Former SEC adviser

$1.1B

yes

n/a

MORGAN STANLEY CAPITAL PARTNERS III INC

n/a

Former SEC adviser

$195M

yes

n/a

MORGAN STANLEY SMITH BARNEY PRIVATE MANAGEMENT LLC

n/a

Former SEC adviser

$181M

yes

n/a

MSREF IV, LLC

n/a

Former SEC adviser

$131M

yes

n/a

PRIVATE INVESTMENT PARTNERS INC.

n/a

Former SEC adviser

$123M

yes

n/a

MSDW REAL ESTATE SPECIAL SITUATIONS II MANAGER LLC

n/a

Former SEC adviser

$103M

yes

n/a

MSDW VENTURE PARTNERS IV INC

n/a

Former SEC adviser

$83.8M

yes

n/a

MSREF V, L.L.C.

n/a

Former SEC adviser

$57.5M

yes

n/a

MORGAN STANLEY VENTURE CAPITAL III INC

n/a

Former SEC adviser

$44.9M

yes

n/a

MSVP 2002, INC.

n/a

Former SEC adviser

$42.6M

yes

n/a

MSRESS III MANAGER, L.L.C.

n/a

Asset manager

$39.6M

yes

n/a

MORGAN STANLEY SMITH BARNEY VENTURE SERVICES LLC

n/a

Former SEC adviser

$38.5M

yes

n/a

MORGAN STANLEY LEVERAGED EQUITY FUND II INC

n/a

Former SEC adviser

$27.4M

yes

n/a

MORGAN STANLEY GLOBAL EMERGING MARKETS INC

n/a

Former SEC adviser

$3.1M

yes

n/a

MORGAN STANLEY REAL ESTATE INVESTMENT MANAGEMENT II INC.

n/a

Former SEC adviser

$1.9M

yes

n/a

EARLY ADOPTER FUND MANAGER INC

n/a

Former SEC adviser

$1.8M

yes

n/a

MORGAN STANLEY REAL ESTATE ADVISOR, INC.

n/a

No RAUM reported

yes

n/a

EAF MANAGER, LLC

n/a

yes

n/a

MORGAN STANLEY (FRANCE) SAS

n/a

yes

n/a

MORGAN STANLEY & CO. INTERNATIONAL PLC

n/a

yes

n/a

MORGAN STANLEY & CO. LLC

n/a

yes

n/a

MORGAN STANLEY ALTERNATIVE INVESTMENT PARTNERS, LP

n/a

yes

n/a

MORGAN STANLEY ASIA (SINGAPORE) PTE

n/a

yes

n/a

MORGAN STANLEY ASIA LIMITED

n/a

yes

n/a

MORGAN STANLEY ASSET MANAGEMENT PRIVATE LIMITED

n/a

yes

n/a

MORGAN STANLEY AUSTRALIA LIMITED

n/a

yes

n/a

MORGAN STANLEY BANK AG

n/a

yes

n/a

MORGAN STANLEY BANK INTERNATIONAL LIMITED

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

LOS ANGELES

United States

n/a

SAN FRANCISCO

United States

n/a

Atlanta

United States

n/a

Chicago

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 30, 2012

$38.5M

n/a

$39.1M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$40.7M

n/a