The MSF INVESTMENT ADVISORY is a privately held investment adviser that advises $110.8mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MSF INVESTMENT ADVISORY is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 27.35% over the last 5-years.
The Group has been registered with the SEC for 0.66 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 4 investment and 2 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $110.8mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 11 other accounts. Assets of High Net Worth Individuals clients own $73.98mn or 66.77% of Total Assets and Individuals own $20.24mn or 18.27% of Total Assets.
The Group's top investment strategies include Opportunity Zones, representing nan% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
MSF INVESTMENT ADVISORY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.