# MORGAN STANLEY SMITH BARNEY VENTURE SERVICES LLC

MORGAN STANLEY SMITH BARNEY VENTURE SERVICES LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 111386
- Type: SEC-registered investment adviser
- SEC file number: 801-60172
- Location: 522 FIFTH AVENUE, 13TH FLOOR, NEW YORK, NY, 10036
- Phone: 212-296-6444
- Latest filing: 2021-03-09
- Regulatory AUM: $38.5M
- Discretionary AUM: $38.5M
- Clients: 2
- Accounts: 1

## Officers, owners & control persons (65)

_Showing 25 of 65 people._

| Name | Role | Location |
| --- | --- | --- |
| [Davis John](https://search.stillhousedata.com/person/125249) | DIRECTOR | Dallas, TX |
| [FRIEDMAN GLEN MICHAEL](https://search.stillhousedata.com/person/729266) | CO-PRESIDENT | — |
| [MCGRATH BRYAN PATRICK](https://search.stillhousedata.com/person/736151) | PRESIDENT; VICE PRESIDENT | — |
| [CASE ROBERT ANTHONY](https://search.stillhousedata.com/person/745466) | EXECUTIVE VICE PRESIDENT | — |
| [REID JOSEPH MICHAEL](https://search.stillhousedata.com/person/745588) | DIRECTOR | — |
| [GORMAN JAMES PATRICK](https://search.stillhousedata.com/person/749093) | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND DIRECTOR | — |
| [GELFAND JEFFREY ALLEN](https://search.stillhousedata.com/person/749096) | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND DIRECTOR | — |
| [OROSCHAKOFF MICHELLE](https://search.stillhousedata.com/person/749097) | DIRECTOR | — |
| [KNAPP MATTHEW PAUL](https://search.stillhousedata.com/person/753580) | CHIEF COMPLIANCE OFFICER | — |
| [JOHNSTON CHARLES DEAN](https://search.stillhousedata.com/person/759042) | PRESIDENT | — |
| [COLE CAROLYN JO](https://search.stillhousedata.com/person/762138) | SENIOR VICE PRESIDENT | — |
| [DELUISE JAMES](https://search.stillhousedata.com/person/762139) | CHIEF ADMINISTRATIVE OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF ADMINISTRATIVE OFFICER | — |
| [DI GIUSEPPI MARIA SILVINA](https://search.stillhousedata.com/person/762140) | CHIEF COMPLIANCE OFFICER; PRESIDENT - COMPLIANCE; VICE PRESIDENT - COMPLIANCE | — |
| [SMITH DAVID SCHLEMMER](https://search.stillhousedata.com/person/762141) | CHIEF LEGAL OFFICER | — |
| [BARBER JOHN ROBERT](https://search.stillhousedata.com/person/762142) | PRESIDENT | — |
| [KOUREPENOS KERRY STEVEN](https://search.stillhousedata.com/person/762143) | CHIEF OPERATING OFFICER | — |
| [MANDELBAUM JAY PHILLIP](https://search.stillhousedata.com/person/764482) | EXECUTIVE VICE PRESIDENT | — |
| [REIN WALTER EDWARD](https://search.stillhousedata.com/person/769634) | VICE PRESIDENT | — |
| [SWEENEY CHRISTOPHER JOHN](https://search.stillhousedata.com/person/771247) | DIRECTOR | — |
| [FLEMING GREGORY J](https://search.stillhousedata.com/person/771640) | PRESIDENT | — |
| [ROSENTHAL JAMES ARTHUR](https://search.stillhousedata.com/person/774230) | VICE PRESIDENT | — |
| [HANSEN TIMOTHY GERARD](https://search.stillhousedata.com/person/774233) | CHIEF COMPLIANCE OFFICER | — |
| [REINHARD WILLIAM LOUIS](https://search.stillhousedata.com/person/776213) | DIRECTOR | — |
| [ORAZEM EDWARD JAMES](https://search.stillhousedata.com/person/784869) | PRESIDENT | — |
| [LARRABEE LEONARD P](https://search.stillhousedata.com/person/784870) | CHIEF LEGAL OFFICER | — |


## Private funds (4)

Mix: Hedge Fund 1 · Private Equity Fund 3

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| MORGAN STANLEY HEDGE PREMIER COMPOSITION SERIES | Hedge Fund | — | 175 | $38.5M | $250K |
| CITI VENTURE OPPORTUNITIES FUND III L.P. | Private Equity Fund | — | 0 | — | $1.0M |
| CITI VENTURE OPPORTUNITIES FUND II L.P. | Private Equity Fund | — | 0 | — | $100K |
| CITI VENTURE OPPORTUNITIES FUND L.P. | Private Equity Fund | — | 0 | — | $1.0M |


## Fund service providers (3)

- administrator: BANK OF NEW YORK MELLON — 3 funds
- administrator: STEPSTONE GROUP LLC — 3 funds
- administrator: BNY MELLON INVESTMENT SERVICING (US) INC.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111386/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111386/similar
- Related entities: https://search.stillhousedata.com/firm/111386/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111386

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.