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.
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 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. 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.
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.
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.