Morgan Stanley Ventures Partners Iii LLC (New York)


Morgan Stanley Ventures Partners Iii LLC is a large advisory firm based in New York. It manages $530.8 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Morgan Stanley Ventures Partners Iii provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Morgan Stanley Ventures Partners Iii: assets under management

The assets under management (AUM) of Morgan Stanley Ventures Partners Iii LLC is $530.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $530.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $530.8 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Morgan Stanley Ventures Partners Iii LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Morgan Stanley Dean Witter & Co. Beneficial owner 1 Aug 1996 75% - 100% 36-3145972

Based in New York

The principal office where Morgan Stanley Ventures Partners Iii LLC performs its advisory services is located at 1221 Avenue Of The Americas, New York, NY 10020, which is also the mailing address of the firm. An additional office of the firm is in Menlo Park, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-762-7300 or by fax 212-762-6466. The normal business hours are 9:00 a.m. to 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.morganstanley.com/privateequity.