MSR Capital Partners, LLC

RIASEC RegisteredEst. 2022
Total AUM
$5B
Discretionary
$0
0% of AUM
Avg account
$504M
Accounts
10
Employees
13
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
318983
Registered since
May 10, 2022
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

MSR Capital Partners, LLC is a private-equity-focused adviser organized as an LLC and registered with the SEC in 2022. It serves institutional clients and provides portfolio management for pooled investment vehicles. The firm appears to act in multiple capacities around private funds — including sponsoring or serving as a general partner or managing member of pooled vehicles — and maintains affiliations across other financial sectors such as banking, insurance and commodity or managed‑futures activities. MSR charges fees based on a percentage of assets under management and is not flagged as an active ESG investor or a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Mitsumasa Nakatani

    Chief Compliance OfficerCRD 8250737

  • Kaku Kikukawa

    Chief Executive OfficerCRD 7514818

  • Masaya Tamaoki

    Chief Investment OfficerCRD 7172164

Contacts

3 of 3
  • Takashi Utsunomiya

    DirectorCRD 8251151

  • Tomonori Mano

    CRD 5570563

  • David Andryc

    David Andryc

    PartnerCRD 1181816

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1133 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth