Mesa West Capital

Fee-Only (% of Portfolio)

Mesa West Capital provides investment advice to private investment funds and separate accounts. These funds primarily invest in commercial real estate debt interests located in the U.S. Mesa West identifies investment opportunities, facilitates acquisitions, monitors investments, and handles dispositions. Mesa West is affiliated with Morgan Stanley, providing access to relationships, market knowledge, and expertise.

Assets Under Management$7.8B
Clients10
AdvisorsN/A
Avg. per Client$780M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Mesa West provides investment advice to private investment funds and separate accounts. The fees are determined specifically for each fund or separate account, as detailed in their offering documents and agreements.

For closed-end funds, investors typically pay annual management fees based on a percentage of their total commitment during the investment period and a percentage of their net invested capital afterward. The fees range from 0.45% to 1.50%. Open-end funds charge fees based on a percentage of the net asset value.

Separate account investors pay annual advisory fees based on a percentage of the outstanding principal balance or fair value of their loan investments, ranging from 0.30% to 0.50%.

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