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Msress Iii Manager, L.L.C. (New York)


Msress Iii Manager, L.L.C. is a large advisory firm based in New York. It manages $865.68 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Georgia.

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Msress Iii Manager, L.L.C 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.

Msress Iii Manager, L.L.C: assets under management

The assets under management (AUM) of Msress Iii Manager, L.L.C. is $865.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $865.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $432.84 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Msress Iii Manager, L.L.C. 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.

What kind of clients Jan Willem Adriaan De Geus serves?

The only and largest group of clients of Jan Willem Adriaan De Geus is pooled investment vehicles with 2 clients and $865.68 million of assets under management. Among the 6 most similar advisory firms, Msress Iii Manager, L.L.C has the 2nd highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $865.68 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Msress Iii Manager, L.L.C also advises several private funds. Namely, two real estate funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $10,000,000.

Careers at Msress Iii Manager, L.L.C.

The company employs 243 people that are either part- or full-time employees. 58 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.

Jan Willem Adriaan De Geus has been acting as President since 1 Feb 2009. David Grove Stafford joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Inc. Msress Iii Managing member 1 Nov 2005 Other 20-3786597
John Anthony Carrafiell Director, chairman of the board 1 Nov 2005 Other 1748512
John Timothy Morris Director, president 1 Nov 2005 Other 1878841
Owen David Thomas Director, vice president 1 Nov 2005 Other 1748613
Paula Schaefer Chief compliance officer 1 Nov 2005 Other 2638037
Christopher Leroy Odell Chief legal counsel, vice president, secretary 1 Nov 2005 Other 3149189
Jay Howard Mantz Global co-head of morgan stanley real estate 1 Feb 2006 Other 2088508
Karamjit Singh Kalsi Global head of morgan stanley real estate investing 1 Feb 2006 Other 2085405
Paula Schaefer Director of msress iii, inc., global chief administrative officer of morgan stanley real estate investing 1 Mar 2006 Other 2638037
Christopher Leroy Odell Chief compliance officer, chief legal counsel, vice president, secretary of msress iii, inc. 1 Oct 2006 Other 3149189
Stephen Spaulding Trevor Global co-head of merchant banking 1 Mar 2007 Other 2270192
Agatha Teresa Ruddy Chief compliance officer 1 Jul 2007 Other 2059284
Peter Clarke Harned Chief financial officer of msress iii, inc. 1 Jul 2007 Other 4737119
Mary Caracappa Chief administrative officer of merchant banking 1 Oct 2007 Other 1579374
Steven Umlauf Chief risk officer of morgan stanley real estate investing 1 Jan 2009 Other 2343181
Owen Thomas Chairman and chief executive officer of morgan stanley real estate investing 1 Feb 2009 Other 1748613
Jan Willem Adriaan De Geus Director 1 Feb 2009 Other 5648276
Jennifer Murphy Cattier Chief compliance officer 1 Jun 2009 Other 4175467
John William Curran Chief financial officer of msress iii inc. 1 Oct 2009 Other 5776401
Nicole M Kessell Chief administrative officer of special situations iii 1 Jan 2010 Other 4736854
Edmond N Moriarty Head of merchant banking and real estate investing 1 Feb 2010 Other 1744318
John Klopp Ead of morgan stanley real estate investing - americas 1 Feb 2010 Other 5753735
J E Hoke Slaughter Ead of morgan stanley real estate investing - asia 1 Feb 2010 Other 1995974
Michael Paul Levy Chief financial officer of morgan stanley real estate investing 1 Feb 2010 Other 2156468
Gregory J Fleming President of morgan stanley investment management 1 Feb 2010 Other 2338986
Gregory J Fleming President of morgan stanley investment management and morgan stanley wealth management 1 Jul 2010 Other 2338986
John Klopp Co cio and co ceo of morgan stanley real estate investing and director of msress iii, inc. 1 Sep 2010 Other 5753735
Olivier De Poulpiquet Co cio and co ceo of morgan stanley real estate investing 1 Sep 2010 Other 5866941
James R Jones Chief operating officer of morgan stanley real estate investing 1 Nov 2010 Other 5866937
Edmond N Moriarty Coo of morgan stanley investment management 1 Feb 2011 Other 1744318
Barbara Burns Chief legal officer of msress iii, inc. 1 Mar 2011 Other 5139115
Jennifer Murphy Cattier Chief legal officer 1 Nov 2011 Other 4175467
Michael Henry Chief compliance officer 1 Jan 2012 Other 4935884
Michael Henry Chief compliance officer 1 Feb 2012 Other 4935884
Mustufa Salehbhai Chief legal officer 1 Dec 2012 Other 5066028
Christian B Malone Director of msress iii inc. 1 Mar 2013 Other 2033100
Patrick Goulding Director of msress iii inc. 1 Mar 2013 Other 5761270
Peter Clarke Harned Chief financial officer of morgan stanley real estate investing 1 Mar 2014 Other 4737119
Christie Park Chief operating officer of morgan stanley real estate investing 1 Mar 2014 Other 3276900
Candice W Todd Director of msress iii, inc. 1 Apr 2014 Other 4738096
Matthew William Crowe Chief legal officer 1 Oct 2014 Other 4469132
Daniel Aaron Simkowitz Head of morgan stanley investment management 1 Oct 2015 Other 1719867
Mustufa Salehbhai Chief legal officer 1 Dec 2016 Other 5066028
Bennett Anthony Weaver Director of msress iii. inc. 1 Sep 2017 Other 4831802
Rebecca Peckham Chief compliance officer 1 Dec 2017 Other 6778449
David Grove Stafford Chief compliance officer 1 Aug 2018 Other 6705156

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Morgan Stanley Shareholder 1 Nov 2005 75% - 100% 36-3145972

Based in New York

The principal office where Msress Iii Manager, L.L.C. 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 212-761-7160 or by fax 212-507-8474. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at morganstanley.com/what-we-do/investment-management/merchant-banking/global-real-estate/.


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