Msref Real Estate Advisor, Inc.

RIASEC RegisteredEst. 2006
Total AUM
$15.8B
Discretionary
$15.4B
98% of AUM
Avg account
$607M
Accounts
26
Employees
372
Advisory reps
10

Firm details

Headquarters
New York, New York
CRD number
142047
Registered since
December 5, 2006
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Msref Real Estate Advisor, Inc. is a corporation that provides institutional advisory services with a concentrated focus on real estate and related private-market strategies. Registered with the SEC in 2006, the firm functions as a manager of pooled investment vehicles and provides portfolio management for institutional clients and businesses. Its organizational activities extend into commodity and futures markets: the firm operates as a commodity pool operator/commodity trading advisor and maintains affiliations that enable sponsor and general partner roles for pooled vehicles. The firm’s business model blends traditional percentage-of-AUM fees with performance-based and other fee arrangements, consistent with private fund management. Msref Real Estate Advisor identifies as an active ESG investor and targets institutional capital rather than retail households. It is structured as a domestic entity/individual-owned corporation and is not positioned as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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
  • Mustufa Salehbhai

    Mustufa Salehbhai

    Chief Legal OfficerCRD 5066028

  • Christie Park

    Christie Park

    Managing Director and Global COOCRD 3276900

  • Toru Bando

    Toru Bando

    Chief Investment OfficerCRD 7526167

Contacts

3 of 7
  • Gauranga Pal

    Gauranga Pal

    Executive DirectorCRD 4916233

  • Benjamin Huneke

    Benjamin Huneke

    Head of Investment ManagementCRD 2796985

  • Josephine Mortelliti

    Josephine Mortelliti

    Managing DirectorCRD 3246029

Unlock 4 more contacts

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
1585 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth