Ms Real Estate Special Situations Inc. (New York)

Name: Ms Real Estate Special Situations Inc.
Address: 1585 Broadway, New York, NY, 10036
Telephone: 212-761-4700

Ms Real Estate Special Situations Inc. is a pension cosultant based in New York. It manages $3.01 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Ms Real Estate Special Situations 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.

Ms Real Estate Special Situations: assets under management

The assets under management (AUM) of Ms Real Estate Special Situations Inc. is $3.01 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.51 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ms Real Estate Special Situations Inc. 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.

Careers at Ms Real Estate Special Situations Inc.

Owen David Thomas has been acting as President since 1 Feb 2001. Lee Harriss Roberts joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Morgan Stanley Dean Witter & Co.	Beneficial owner	1 Sep 1997	75% - 100%	36-3145972
Morgan Stanley	Beneficial owner	1 Sep 1997	75% - 100%	36-3145972
Owen David Thomas	Chairman	1 Feb 2001	Other	1748613
John Timothy Morris	Chief investment officer and president	1 Feb 2001	Other	1878841
Jeffrey Kirk Gronning	Chief financial officer and vice president	1 Feb 2001	Other	2333501
Michael E Foster	Director of asset management and vice president	1 Feb 2001	Other	1736659
Richard Anthony Schultz	Chief operating officer and vice president	1 Feb 2001	Other	2145966
Christopher Leroy Odell	Chief legal officer, vice president and secretary	1 Feb 2001	Other	3149189
Lee Harriss Roberts	Chief compliance officer	1 Oct 2004	Other	2897158

Based in New York

The principal office where Ms Real Estate Special Situations 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 Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-761-4700 or by fax 212-761-0511. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at morganstanley.com/realestate/equity/mainindex.html.