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MS CAPITAL PARTNERS ADVISER INC.

NEW YORK, NY · CRD 147521 · IAPD ↗ · morganstanley.com · (212) 761-7160

$38.76BRegulatory AUM
125Advisory reps
209Employees
0Clients
n/aPlanning clients
67Private funds
0States
7Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2025 — MS CAPITAL PARTNERS ADVISER INC. reported RAUM up 26% ($27.27B -> $34.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — MS CAPITAL PARTNERS ADVISER INC. added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — MS CAPITAL PARTNERS ADVISER INC. grew from 99 to 128 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.