Morgan Stanley Infrastructure Inc. is a large advisory firm based in New York. It manages $7 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2007.
Morgan Stanley Infrastructure provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Morgan Stanley Infrastructure Inc. is $7 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1499% since the beginning of its operation, and $3.84 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Morgan Stanley Infrastructure Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Owen Thomas is pooled investment vehicles with 13 clients and $7 billion of assets under management. Among the 11 most similar advisory firms, Morgan Stanley Infrastructure has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $7 billion for 13 clients. 46% of the firm’s clients are foreign persons or businesses.
Morgan Stanley Infrastructure also advises several private funds. Namely, eighteen private equity funds. The minimum investment commitment required of non-related persons ranges from $5,000,000 to $50,000,000.
The company employs 42 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Owen Thomas has been acting as President since 1 Sep 2006. Markus Hottenrott has served as the Chief Investment Officer since 1 Dec 2011. David Grove Stafford joined the executive team most recently as the Chief Compliance Officer.
The principal office where Morgan Stanley Infrastructure Inc. performs its advisory services is located at 1585 Broadway, New York, NY 10036, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1 212 761-7160 or by fax 212 507-8474. The normal business hours are 9:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at morganstanley.com/what-we-do/investment-management/merchant-banking/infrastructure/.