MSA ADVISORS, LLC of SANTA MONICA, CA is an SEC-registered investment adviser (CRD 305170). Regulatory assets under management: $9.6B.
Compensation: % of AUM, Performance.
Clients served: High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Paul David Wachter | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; SHAREHOLDER | — |
| Todd Jeffrey Rosen | GENERAL COUNSEL | — |
| Christopher Mark Fillo | VICE CHAIRMAN | — |
| James Bertrum Potts | CHIEF FINANCIAL OFFICER | — |
| Jeremy Brian Szuch | CHIEF COMPLIANCE OFFICER | — |
| Christine Daniela Banian | CHIEF OPERATING OFFICER; PRESIDENT | — |
| Cohen David | MANAGING DIRECTOR | — |
| WACHTER PAUL DAVID | CHIEF EXECUTIVE OFFICER; PRESIDENT; SHAREHOLDER | — |
| FILLO CHRISTOPHER MARK | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER; VICE CHAIRMAN | — |
| ROSEN ARTHUR J | CHIEF COMPLIANCE OFFICER | — |
| SZUCH JEREMY BRIAN | CHIEF COMPLIANCE OFFICER | — |
| ROSEN TODD JEFFREY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL; GENERAL COUNSEL | — |
| POTTS JAMES BERTRUM | CHIEF FINANCIAL OFFICER | — |
| LE KHOA DANG | CHIEF COMPLIANCE OFFICER | — |
| BANIAN CHRISTINE DANIELA | CHIEF OPERATING OFFICER | — |
Private Equity Fund: 4 · Hedge Fund: 1 · Other Private Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| MSA ACCELERATION PARTNERS, L.P. | Private Equity Fund | Delaware | 143 | $1.3B | — |
| MSA ENTERPRISES LP | Private Equity Fund | Delaware | 63 | $234.1M | — |
| MSA COLLATERAL PARTNERS LLC | Hedge Fund | Delaware | 38 | $122.4M | — |
| MSA QUAESTOR INVESTORS LP | Other Private Fund | Delaware | 13 | $49.6M | — |
| MSA ACCELERATION PARTNERS B, L.P. | Private Equity Fund | Delaware | 2 | $24.8M | — |
| MSA ENTERPRISES (PARALLEL) LP | Private Equity Fund | Delaware | 3 | $3.9M | — |