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MS Capital Partners Adviser

SEC-registered adviser since 2008New York, NYCRD 147521

78
Clients
125
Advisory staff

From Form ADV filed 17 July 2026 · data retrieved 15 October 2026SEC record

MS Capital Partners Adviser is an investment adviser headquartered in New York, New York, and registered with the SEC since 2008. Its clients include pooled investment vehicles and business development companies.

Its services include portfolio management for investment companies and portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and performance-based fees. MS Holdings Incorporated owns 75% or more of MS Capital Partners Adviser.

Clients

MS Capital Partners Adviser serves 78 clients, 72 of them pooled investment vehicles. The average client has about $497 million with the firm.

Regulatory assets by client type
  • Business development companies6 clients40%
  • Pooled investment vehicles72 clients60%
Show client breakdown
Business development companies
Clients
6
Regulatory AUM
$15,479,345,000
Share
39.9%
Avg. per client
$2.58B
Pooled investment vehicles
Clients
72
Regulatory AUM
$23,278,760,318
Share
60.1%
Avg. per client
$323.3M

Total

Clients
78
Regulatory AUM
$38,758,105,318
Share
100%
Avg. per client
$496.9M

What it does

MS Capital Partners Adviser provides portfolio management for investment companies and portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.

MS Capital Partners Adviser advises 67 private funds.

100.0% of assets ($38.76B across 78 accounts) are managed with discretion. 32% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

MS Capital Partners Adviser has custody of client assets.

Managed account assets by custodian
  • All other custodians$38.76B100%

Ownership and leadership

MS Holdings Incorporated owns 75% or more of MS Capital Partners Adviser.

Who owns the firm
MS Capital Partners Adviser Inc.· the adviser
  • MS Holdings Incorporated

    Control person · since November 2007

    Owns 75% or more of MS Capital Partners Adviser Inc.

Leadership

  • Benjamin Huneke
    President and Managing Director of Morgan Stanley Investment Management
  • Amy Yeung
    Vice President
  • Gauranga Pal
    Chief Compliance Officer
  • Thomas Cahill
    Head of Tactical Value
  • Peter Chung
    Head of Expansion Capital
  • Henry D'Alessandro
    Vice Chair of MS Private Credit, Co-Portfolio Manager and CIO of Opportunistic Credit and Senior Loan Investment Strategy
  • Kara Fricke
    Co-Head Private Investing Legal
  • Benjamin Hammes
    Head of Derivatives Advisory Compliance & Executive Direcrtor
  • Ashwin Krishnan
    Head of North America Private Credit at Morgan Stanley and Portfolio Manager of the Opportunistic Credit Strategy
  • David Miller
    Head of Private Credit and Equity and Director
  • John Moon
    Head of Morgan Stanley Energy Partners and Director
  • Aaron Sack
    Head of Morgan Stanley Capital Partners and Director
  • Mustufa Salehbhai
    Co-Head Private Investing Legal

Staff

  • 209 employees
  • 125 in advisory functions
  • 34 broker-dealer reps

Fees

MS Capital Partners Adviser is paid through a percentage of assets under management and performance-based fees.

MS Capital Partners Adviser’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, MS Capital Partners Adviser has 4 offices, with 5 listed addresses across 4 states.

Listed office addresses by state

New York · 1 listed address

  • 1585 Broadway, New YorkHQ

Registration details

Legal name
MS Capital Partners Adviser Inc.
Headquarters
1585 Broadway, New York, NY 10036
Website
Not reported
SEC file
801-69426
Structure
Delaware corporation
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does MS Capital Partners Adviser have?

MS Capital Partners Adviser has 78 clients and manages $38.8 billion for them, as of July 2026. They include 72 pooled investment vehicles and 6 business development companies.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 July 2026

What services does MS Capital Partners Adviser offer?

MS Capital Partners Adviser provides portfolio management for investment companies and portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does MS Capital Partners Adviser have?

MS Capital Partners Adviser has 0 investment adviser representatives registered with state securities authorities, out of 209 employees, and 125 perform investment advisory functions. 34 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns MS Capital Partners Adviser?

MS Capital Partners Adviser is owned through a holding company by Morgan Stanley. Its direct owner is MS Holdings Incorporated (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 17 July 2026

How does MS Capital Partners Adviser get paid?

MS Capital Partners Adviser is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 17 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 147521.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with MS Capital Partners Adviser Inc. and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.