Morgan Stanley Leveraged Equity Fund Ii Inc (New York)

Name: Morgan Stanley Leveraged Equity Fund Ii Inc
Address: 1 Ny Plaza, New York, NY, 10004
Telephone: 2122765211

Morgan Stanley Leveraged Equity Fund Ii Inc is a mid-sized advisory firm based in New York. It manages $27.43 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Morgan Stanley Leveraged Equity Fund Ii 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.

Morgan Stanley Leveraged Equity Fund Ii: assets under management

The assets under management (AUM) of Morgan Stanley Leveraged Equity Fund Ii Inc is $27.43 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.43 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Morgan Stanley Leveraged Equity Fund Ii Inc for their services and products based on 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.

Careers at Morgan Stanley Leveraged Equity Fund Ii Inc

John Joohahn Moon has been acting as President since 1 Jul 2010. Michael Henry 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	Parent/beneficial owner	1 Oct 1987	75% - 100%	36-3145972
Kenneth Francis Clifford	Managing director and treasurer	1 Sep 1989	Other	1830922
James Stevenson Hoch	Managing director	1 Jan 1993	Other	1567647
Howard Ira Hoffen	Managing director and director	1 Apr 1994	Other	1996419
Peter Rockwell Vogelsang	Principal and secretary	1 Apr 1994	Other	2062375
Michael Carey Hoffman	Managing director	1 Mar 1996	Other	1559447
Bernard Gault	Director and managing director	1 Aug 1998	Other	4391124
Karen Hall Bechtel	Director and managing director	1 Aug 1998	Other	1367916
Howard Ira Hoffen	Chairman, ceo, and director	1 Feb 2001	Other	1996419
John Bick Ehrenkranz	Managing director	1 Dec 2001	Other	1729136
Eric Todd Fry	Managing director	1 Dec 2001	Other	1994937
Gustavo Rodolpho Schwed	Managing director	1 Dec 2001	Other	1343216
Christian Pierre Rochat	Managing director	1 Dec 2001	Other	3085648
Leigh Jonathan Abramson	Managing director	1 Dec 2001	Other	2083459
John Joohahn Moon	Managing director	1 Dec 2002	Other	1875161
Andrew Neal Siegel	Chief legal counsel	1 Nov 2003	Other	4226449
H Chin Chou	Managing director	1 Nov 2003	Other	1729084
Jeffrey Marc Siegal	Managing director	1 Dec 2003	Other	4450182
Yiehsin Hung	Director and managing director	1 Oct 2004	Other	1586401
Jeffrey Deane Hahn	Chief financial officer, director and executive director	1 Oct 2004	Other	2246182
Mitchell Moses Merin	Chairman, director and managing director	1 Oct 2004	Other	1605328
Carsten Otto	Chief compliance officer	1 Oct 2004	Other	2688833
Bernard Vincent Peterson	Chief legal officer, executive director and secretary	1 Oct 2004	Other	4278347
Haifeng David Liu	Managing director	1 Nov 2004	Other	2378856
Jay Howard Mantz	Global co-head of merchant banking	1 Feb 2006	Other	2088508
Jennifer Murphy Cattier	Chief legal officer	1 Feb 2007	Other	4175467
Agatha Teresa Pakruda	Chief compliance officer	1 Jul 2007	Other	2059284
Agatha Teresa Ruddy	Chief compliance officer	1 Jul 2007	Other	2059284
Alan Kent Jones	Chief executive officer, director, managing director, and president	1 Aug 2007	Other	1747074
Stephen Spaulding Trevor	Chairman of the board, director, and managing director	1 Aug 2007	Other	2270192
Mary Caracappa	Chief administrative officer of merchant banking	1 Oct 2007	Other	1579374
Alan Kent Jones	Head of private equity	1 Nov 2007	Other	1747074
Steven Umlauf	Chief risk officer	1 Jan 2009	Other	2343181
Christopher Leroy Odell	Chief legal officer	1 Jun 2009	Other	3149189
Fred Steinberg	Chief financial officer and director	1 Aug 2009	Other	2171948
Jennifer Murphy Cattier	Chief compliance officer	1 Oct 2009	Other	4175467
Edmond N Moriarty	Coo of morgan stanley investment management and head of merchant banking and real estate investing	1 Feb 2010	Other	1744318
Gregory J Fleming	President of morgan stanley investment management	1 Feb 2010	Other	2338986
John Joohahn Moon	Director	1 Jul 2010	Other	1875161
Eric Todd Fry	Director	1 Jul 2010	Other	1994937
Gregory J Fleming	President of morgan stanley investment management and morgan stanley smith barney	1 Jul 2010	Other	2338986
Edmond N Moriarty	Head of merchant banking	1 Feb 2011	Other	1744318
Jason Seth Koenig	Chief legal officer	1 Mar 2011	Other	4914223
Michael Henry	Chief compliance officer	1 Feb 2012	Other	4935884

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Morgan Stanley Dean Witter & Co.	Beneficial owner	1 May 1998	75% - 100%	36-3145972

Based in New York

The principal office where Morgan Stanley Leveraged Equity Fund Ii Inc performs its advisory services is located at 1 Ny Plaza, New York, NY 10004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 2122765211 or by fax 212-507-8565. The normal business hours are 9:00 a.m. to 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.morganstanley.com/privateequity.com.