Early Adopter Fund Manager Inc (New York)


Early Adopter Fund Manager Inc is a related adviser based in New York. It manages $1.76 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Logo

Early Adopter Fund Manager 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.

Early Adopter Fund Manager: assets under management

The assets under management (AUM) of Early Adopter Fund Manager Inc is $1.76 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.76 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Early Adopter Fund Manager 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 Early Adopter Fund Manager Inc

Jeffrey J Booth has been acting as President since 1 Jul 2001. Jason Seth Koenig joined the executive team most recently as the Chief Legal Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Guy Louis Dechazal Director, president and managing director 1 Feb 1999 Other 1466944
John Bick Ehrenkranz Director, managing director 1 Feb 1999 Other 1729136
Robert John Loarie Managing director and director 1 Feb 1999 Other 1260798
Timothy Jude Sullivan Principal and director 1 Feb 1999 Other 2399850
Debra Eve Abramovitz Principal 1 Feb 1999 Other 1700268
Kenneth Francis Clifford Principal and treasurer 1 Feb 1999 Other 1830922
Peter Rockwell Vogelsang Principal and secretary 1 Feb 1999 Other 2062375
Morgan Stanley Parent/beneficial owner 1 Feb 1999 75% - 100% 36-3145972
Morgan Stanley Shareholder 1 Mar 1999 75% - 100% 36-3145972
Jeffrey J Booth Director 1 Jul 2001 Other 2774246
John Bick Ehrenkranz Director 1 Jan 2003 Other 1729136
Guy Louis Dechazal President and director 1 Jan 2003 Other 1466944
Andrew Neal Siegel Chief legal officer 1 Sep 2003 Other 4226449
Debra Eve Abramovitz Chief financial officer 1 Oct 2004 Other 1700268
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
Jay Howard Mantz Global co-head of merchant banking 1 Feb 2006 Other 2088508
Alan Kent Jones Head of private equity 1 Nov 2006 Other 1747074
Jennifer Murphy Cattier Chief legal offier 1 Feb 2007 Other 4175467
Stephen Spaulding Trevor Global co-head of merchant banking 1 Mar 2007 Other 2270192
Agatha Teresa Pakruda Chief compliance officer 1 Jul 2007 Other 2059284
Agatha Teresa Ruddy Chief compliance officer 1 Jul 2007 Other 2059284
Mary Caracappa Chief administrative officer of merchant banking 1 Oct 2007 Other 1579374
Debra Eve Abramovitz Director and chief financial officer 1 Apr 2008 Other 1700268
Melissa M. Daniels Director 1 Apr 2008 Other 4991920
Peter David Chung Director 1 Apr 2008 Other 2368467
Debra Abramovitz Director and chief financial officer 1 Apr 2008 Other 1700268
Steven Umlauf Chief risk officer 1 Jan 2009 Other 2343181
Jennifer Murphy Cattier Chief compliance officer 1 Jun 2009 Other 4175467
Christopher Leroy Odell Chief legal officer 1 Jun 2009 Other 3149189
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 and morgan stanley smith barney 1 Jul 2010 Other 2338986
Michael Henry Chief compliance officer 1 Feb 2011 Other 4935884
Gregory J Fleming President, morgan stanley investment management 1 Feb 2011 Other 2338986
Edmond N Moriarty Chief operating officer, morgan stanley investment management 1 Feb 2011 Other 1744318
Jason Seth Koenig Chief legal officer 1 Mar 2011 Other 4914223

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Morgan Stanley Dean Witter & Co. Beneficial owner 1 Feb 1999 75% - 100% 36-3145972

Based in New York

The principal office where Early Adopter Fund Manager Inc performs its advisory services is located at 1585 Broadway, New York, NY 10036, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-761-7070 or by fax 212-507-3971. The normal business hours are 9:00am to 6:00pm on Monday - Friday. You can find more information about the New York firm at www.morganstanley.com/privateequity.