DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Ms Capital Partners Adviser Inc.
Latest filing Jul 17, 2026
First filing on the tape Mar 30, 2012 · 48 filings
SEC status approved since Aug 4, 2008
RAUM
$39B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
209
125 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
67
reported on Schedule D
History
48 filings and snapshots on the tape
RAUM$39B as of Jul 17, 2026
Mar 30, 2012$2.8B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 17, 2026
Apr 1, 20130 then
Employees (5.A)209 as of Jul 17, 2026
Apr 1, 201356 then
Private funds67 as of Jul 17, 2026
Mar 30, 201222 then
RAUM +13% over the last fiscal year+19% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 17, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $497MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$23B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 78reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=34.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
114 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| North Haven Tactical Value Fund LP | Private Equity Fund | $1.6B | 1,321 | Mar 29, 2018 |
| North Haven Credit Partners III L.P. | Private Equity Fund | $1.6B | 958 | Mar 30, 2020 |
| North Haven Tactical Value Fund II LP | Private Equity Fund | $1.6B | 445 | Mar 31, 2023 |
| North Haven Capital Partners Vii-A LP | Private Equity Fund | $1.2B | 24 | Mar 30, 2020 |
| North Haven Capital Partners Vii U.S. Wealth Management Partners LP | Private Equity Fund | $1.0B | 1,116 | Mar 30, 2020 |
| North Haven Tactical Value Fund (Aiv) LPno longer reported | Private Equity Fund | $715M | 1,318 | Mar 29, 2018 |
| North Haven Expansion Equity Ix LP | Private Equity Fund | $704M | 1,377 | Mar 31, 2022 |
| North Haven Credit Partners IV Offshore L.P. | Private Equity Fund | $591M | 100 | Mar 31, 2024 |
| North Haven Capital Partners Vi-A LP | Private Equity Fund | $581M | 260 | Mar 27, 2015 |
| North Haven Expansion Equity LP | Private Equity Fund | $568M | 610 | Mar 29, 2018 |
| North Haven Capital Partners Vii LP | Private Equity Fund | $553M | 36 | Mar 30, 2020 |
| North Haven Expansion Credit II LP | Private Equity Fund | $480M | 617 | Mar 31, 2022 |
| North Haven Credit Partners IV L.P. | Private Equity Fund | $478M | 183 | Mar 31, 2024 |
| North Haven Energy Capital Fund LP | Private Equity Fund | $428M | 475 | Mar 30, 2016 |
| Morgan Stanley Credit Partners L.P.no longer reported | Private Equity Fund | $400M | 7 | Mar 30, 2012 |
| North Haven Energy Capital Fund A LP | Private Equity Fund | $346M | 153 | Mar 30, 2016 |
| North Haven Capital Partners Vii Non-U.S. Wealth Management Partners LP | Private Equity Fund | $346M | 180 | Mar 30, 2020 |
| North Haven Credit Partners II L.P. | Private Equity Fund | $323M | 935 | Mar 27, 2014 |
| North Haven Energy Capital Fund-Cp LP | Private Equity Fund | $308M | 4 | Mar 30, 2016 |
| Nhtv II Kyoto Co-Investor LP | Private Equity Fund | $272M | 5 | Mar 31, 2024 |
| North Haven Capital Partners Vi LP | Private Equity Fund | $266M | 13 | Mar 27, 2015 |
| North Haven Senior Loan Fund (Alma) II Designated Activity Company | Private Equity Fund | $259M | 1 | Mar 31, 2022 |
| Credit Opportunities (Series M) LP | Other Private Fund | $244M | 1 | Mar 31, 2023 |
| North Haven Capital Partners Vi U.S. Wealth Management Partners-A LP | Private Equity Fund | $243M | 147 | Mar 30, 2016 |
| North Haven Capital Partners Cv-A LP | Private Equity Fund | $225M | 47 | Mar 31, 2022 |
| North Haven Senior Loan Fund L.P. | Private Equity Fund | $224M | 353 | Mar 29, 2018 |
| North Haven Credit Partners III Scsp | Private Equity Fund | $217M | 4 | Mar 31, 2021 |
| North Haven Direct Lending Fund Aggregator L.P. | Private Equity Fund | $216M | 12 | Apr 23, 2024 |
| North Haven Capital Partners Vi U.S. Wealth Management Partners-B LP | Private Equity Fund | $187M | 615 | Mar 30, 2016 |
| Nh-G 2022 Scsp | Other Private Fund | $180M | 1 | Mar 31, 2023 |
| North Haven Senior Loan Fund Offshore L.P. | Private Equity Fund | $168M | 17 | Mar 29, 2019 |
| Morgan Stanley Capital Partners V Proprietary Fund LPno longer reported | Private Equity Fund | $145M | 2 | Mar 30, 2012 |
| North Haven Expansion Capital LP | Private Equity Fund | $139M | 234 | Apr 18, 2012 |
| North Haven Credit Partners IV Scsp | Private Equity Fund | $138M | 3 | Mar 31, 2024 |
| Ms-Te Co-Investors B LLCno longer reported | Private Equity Fund | $126M | 1 | Mar 30, 2012 |
| North Haven Direct Lending Fund L.P. | Private Equity Fund | $116M | 5 | Mar 31, 2024 |
| North Haven Senior Loan Fund (Alma) Designated Activity Company | Private Equity Fund | $114M | 6 | Mar 29, 2019 |
| Morgan Stanley Credit Partners Onshore Feeder L.P.no longer reported | Private Equity Fund | $110M | 153 | Mar 30, 2012 |
| Morgan Stanley Credit Partners Onshore Feeder L.P.no longer reported | Private Equity Fund | $110M | 153 | Apr 18, 2012 |
| North Haven Capital Partners Vii Scsp | Private Equity Fund | $107M | 4 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- F. Thomas Cahill · Head Of Tactical Valuecontrolsince 04/2017 · owns less than 5%
- David Peter Chung · Head Of Expansion Capitalcontrolsince 03/2012 · owns less than 5%
- Francis Henry D'Alessandro · Vice Chair Of Ms Private Credit, Co-Portfolio Manager And Cio Of Opportunistic Credit And Senior Loan Investment Strategycontrolsince 01/2022 · owns less than 5%
- Scott Jeffrey Levin · Co-Head Of Morgan Stanley'S North America Private Credit, Portfolio Manager And Head Of Direct Lendingcontrolsince 01/2022 · owns less than 5%
- Nathan David Miller · Head Of Private Credit And Equity And Directorcontrolsince 08/2016 · owns less than 5%
- Joohahn John Moon · Head Of Morgan Stanley Energy Partners And Directorcontrolsince 07/2010 · owns less than 5%
- Nelson Aaron Sack · Head Of Morgan Stanley Capital Partners And Directorcontrolsince 10/2015 · owns less than 5%
- Schiffman Kara Fricke · Co-Head Private Investing Legalsince 12/2016 · owns less than 5%
- Cordt Benjamin Huneke · President And Managing Director Of Morgan Stanley Investment Managementsince 11/2024 · owns less than 5%
- Ashwin Krishnan · Co-Head Of North America Private Credit At Morgan Stanley And Co-Portfolio Manager Of The Opportunistic Credit Strategysince 01/2022 · owns less than 5%
- Gauranga Pal · Chief Compliance Officersince 05/2023 · owns less than 5%
- Mustufa Salehbhai · Co-Head Private Investing Legalsince 12/2016 · owns less than 5%
- Meisiu Amy Yeung · Vice Presidentsince 11/2014 · owns less than 5%
Entity owners
- Ms Holdings Incorporated · Sole Shareholderdirect · owns 75% or more
- Morgan Stanley · Sole Shareholderindirect · owns 75% or more of Ms Holdings Incorporated · public reporting company
Related persons
Schedule D 7.A
- Aip Asia-Sma Gp LPpooled vehicle sponsorn
- Aip Asia-Sma II Slp LPinvestment advisern
- Aip Brickyard Gp LPpooled vehicle sponsorn
- Aip Comprehensive Secondaries I Gp LPpooled vehicle sponsorn
- Aip Comprehensive Secondaries II Gp LPpooled vehicle sponsorn
- Aip Cosmic Slp LPinvestment advisern
- Aip Crystal-Sma I Slp LPinvestment advisern
- Aip Diamond-Sma I Slp LPinvestment advisern
- Aip Dr Slp LPinvestment adviserpooled vehicle sponsorn
- Aip Gateway II Gp LPpooled vehicle sponsorn
- Aip Global Diversified Alternatives V Gp LPpooled vehicle sponsorn
- Aip Global Diversified Vi Gp LPpooled vehicle sponsorn
- Aip Global Diversified Vii Slp LPinvestment advisern
- Aip Global Impact I Gp LPpooled vehicle sponsorn
- Aip Global Income I Gp LPpooled vehicle sponsorn
- Aip Global Income II Slp LPinvestment advisern
- Aip Global Venture I Slp LPinvestment advisern
- Aip Granite-Sma Gp LPpooled vehicle sponsorn
- Aip Mbar Slp LPinvestment advisern
- Aip Mcs Value Slp LPinvestment advisern
- Aip Medyard Gp LPpooled vehicle sponsorn
- Aip Nml-Sma Gp LPpooled vehicle sponsorn
- Aip Opportunistic Aci I Gp LPpooled vehicle sponsorn
- Aip Opportunistic Aci II Slp Gp LPpooled vehicle sponsorn
- Aip Opportunistic Aci III Slp LPinvestment advisern
- Aip Opportunistic Alternatives Gp LPpooled vehicle sponsorn
- Aip Opportunistic Secondaries I Slp LPinvestment advisern
- Aip Opportunistic Secondaries II Slp LPinvestment advisern
- Aip Re Fof 2009 Gp LPpooled vehicle sponsorn
- Aip Re Fof 2010 Gp LPpooled vehicle sponsorn
Advisers that list Ms Capital Partners Adviser Inc. as a related person
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA14 employees
- Houston, TX6 employees
- Chicago, IL5 employees
- Los Angeles, CA4 employees
- London, United Kingdom2 employees
- Kowloon, Hong Kong1 employees
What changed
consecutive filings, newest first
- Accounts · 92 to 78Aug 15, 2025 to Mar 31, 2026
- Advisory employees · 124 to 125Aug 15, 2025 to Mar 31, 2026
- BD registered reps · 51 to 34Aug 15, 2025 to Mar 31, 2026
- Pooled vehicle clients · 86 to 72Aug 15, 2025 to Mar 31, 2026
- Employees · 173 to 209Aug 15, 2025 to Mar 31, 2026
- Private funds · 76 to 67Aug 15, 2025 to Mar 31, 2026
- Discretionary RAUM · $34B to $39BAug 15, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $20B to $23BAug 15, 2025 to Mar 31, 2026
- RAUM · $34B to $39BAug 15, 2025 to Mar 31, 2026
- Financial planning clients · unset to Apr 21, 2025 to Jul 30, 2025
- Accounts · 78 to 92Dec 2, 2024 to Apr 21, 2025
- Advisory employees · 128 to 124Dec 2, 2024 to Apr 21, 2025
- BD registered reps · 66 to 51Dec 2, 2024 to Apr 21, 2025
- Pooled vehicle clients · 72 to 86Dec 2, 2024 to Apr 21, 2025
- Employees · 200 to 173Dec 2, 2024 to Apr 21, 2025
- Other offices · 6 to 4Dec 2, 2024 to Apr 21, 2025
- Private funds · 65 to 76Dec 2, 2024 to Apr 21, 2025
- Discretionary RAUM · $27B to $34BDec 2, 2024 to Apr 21, 2025
- Pooled vehicle RAUM · $17B to $20BDec 2, 2024 to Apr 21, 2025
- RAUM · $27B to $34BDec 2, 2024 to Apr 21, 2025
- Accounts · 79 to 78Mar 31, 2024 to Apr 23, 2024
- Pooled vehicle clients · 73 to 72Mar 31, 2024 to Apr 23, 2024
- Private funds · 66 to 65Mar 31, 2024 to Apr 23, 2024
- Accounts · 73 to 79May 15, 2023 to Mar 31, 2024
- Advisory employees · 99 to 128May 15, 2023 to Mar 31, 2024
- BD registered reps · 47 to 66May 15, 2023 to Mar 31, 2024
- Pooled vehicle clients · 69 to 73May 15, 2023 to Mar 31, 2024
- Employees · 119 to 200May 15, 2023 to Mar 31, 2024
- Other offices · 5 to 6May 15, 2023 to Mar 31, 2024
- Private funds · 61 to 66May 15, 2023 to Mar 31, 2024
- Discretionary RAUM · $23B to $27BMay 15, 2023 to Mar 31, 2024
- Pooled vehicle RAUM · $15B to $17BMay 15, 2023 to Mar 31, 2024
- RAUM · $23B to $27BMay 15, 2023 to Mar 31, 2024
- Accounts · 60 to 73Oct 7, 2022 to Mar 31, 2023
- Pooled vehicle clients · 57 to 69Oct 7, 2022 to Mar 31, 2023
- Private funds · 54 to 61Oct 7, 2022 to Mar 31, 2023
- Discretionary RAUM · $18B to $23BOct 7, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $13B to $15BOct 7, 2022 to Mar 31, 2023
- RAUM · $18B to $23BOct 7, 2022 to Mar 31, 2023
- Accounts · 57 to 60Jun 22, 2021 to Mar 31, 2022
Signals
9 dated events
- Ms Capital Partners Adviser Inc. reported RAUM $34.4B, up 26% from $27.3B (2024-12-02 to 2025-04-21)Apr 21, 2025 · RAUM change · derived
- Aaron Daniel Simkowitz (Head Of Morgan Stanley Investment Management) no longer on Schedule A of Ms Capital Partners Adviser Inc. (listed 2023-05-15, absent 2024-03-31)Mar 31, 2024 · Control person left · inference
- Ms Capital Partners Adviser Inc. reported RAUM $23.2B, up 28% from $18.1B (2022-10-07 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Ms Capital Partners Adviser Inc. reported RAUM $18.1B, up 60% from $11.3B (2021-06-22 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Ms Capital Partners Adviser Inc. reported RAUM $11.3B, up 35% from $8.3B (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- F. Thomas Cahill (Head Of Tactical Value) appeared on Schedule A of Ms Capital Partners Adviser Inc.Mar 30, 2020 · Control person joined · fact
- Jeffrey Levin (President And Ceo Of Morgan Stanley Direct Lending Fund) appeared on Schedule A of Ms Capital Partners Adviser Inc.Mar 30, 2020 · Control person joined · fact
- Kent Alan Jones (Co-Head Of Morgan Stanley Capital Partners And President And Director) no longer on Schedule A of Ms Capital Partners Adviser Inc. (listed 2019-12-10, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Ms Capital Partners Adviser Inc. reported RAUM $6.8B, up 32% from $5.2B (2018-08-24 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- MS Capital Partners Adviser Inc. · Independent Sponsorsshared crd · capital_provider
- MS Capital Partners Adviser Inc. · Private Equityshared crd · organization
- MS Capital Partners Adviser Inc. · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Principal office phone
- (212) 761-7160reportedpublic record, Form ADV, Jul 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026