Msref Real Estate Advisor, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $15.8B in regulatory assets under management, 372 employees, 16 offices, and 26 accounts.
Assets Under Management
$15.8B
Employees
372
Offices
16 offices
Total Clients
26
Primary office
NEW YORK, NY
1585 BROADWAY, MORGAN STANLEY INVESTOR SERVICES, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$15.8Bas of March 27, 2026
Discretionary97.6%
$15.4B
98% of total RAUM97.6%
Non-discretionary2.4%
$383M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$15.8B
Total Accounts26
10Y AUM Change+$8.6B (+119.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees372
Clients per Employee0:1
10Y Employee Change+198 (+113.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.