# MSR Capital Partners, LLC

> MSR Capital Partners, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 22, 2026.

- CRD: 318983
- Filed as: MSR CAPITAL PARTNERS, LLC
- Also doing business as: MSR
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318983
- AdvisorCensus page: https://advisorcensus.com/firm/msr-capital-partners-llc-new-york-ny-318983

## Quick answers

**How is MSR Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), MSR Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is MSR Capital Partners, LLC located?**
MSR Capital Partners, LLC's principal office is in New York, NY, according to its Form ADV.

**Is MSR Capital Partners, LLC registered with the SEC or a state?**
MSR Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318983.

**How much does MSR Capital Partners, LLC manage?**
MSR Capital Partners, LLC reports $5,035,691,416 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (0% discretionary).

**How have MSR Capital Partners, LLC's assets and staff changed since 2022?**
In the Form ADV data for MSR Capital Partners, LLC: Regulatory assets under management: $2,693,289,800 in the October 2022 data and $5,035,691,416 in the October 2026 data, up 87%. Total employees: 6 in October 2022 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MSR Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does MSR Capital Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318983

**What changed in MSR Capital Partners, LLC's recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $4,576,246,032 to $5,035,691,416 (+10%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $5,035,691,416
- Discretionary: $0
- Non-discretionary: $5,035,691,416

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $5,035,691,416 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 13 total, 12 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $2,693,289,800 | 6 | August 26, 2022 |
| October 2023 | $2,898,941,563 | 10 | June 29, 2023 |
| October 2024 | $3,597,556,646 | 12 | June 21, 2024 |
| October 2025 | $4,576,246,032 | 13 | June 24, 2025 |
| October 2026 | $5,035,691,416 | 13 | June 22, 2026 |

Regulatory assets under management: $2,693,289,800 in the October 2022 data and $5,035,691,416 in the October 2026 data, up 87%.
Total employees: 6 in October 2022 and 13 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $4,576,246,032 to $5,035,691,416 (+10%).
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MSR Capital Partners, LLC (CRD 318983): Form ADV filing data as of October 2026.