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Coto De Caza, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-12 |
| CA | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ceo | Irvine | CA | 01/2015 | Present |
MORGAN STEVENS IS AN OFFICER AND PARTNER WITH LAGUNA COAST PARTNERS LOCATED AT 215 AVENIDA DEL MAR, STE C, SAN CLEMENTE, CA. LAGUNA COAST PARTNERS ACTS AS THE GENERAL PARTNER FOR REAL ESTATE BACKED DEBT POOLS. HE HAS HELD THIS POSITION SINCE SEPTEMBER, 2016. PRIMARY RESPONSIBILITIES IN THIS ROLE INCLUDE PORTFOLIO ASSET REVIEW AND GENERAL ADMINISTRATIVE DUTIES WITH AVERAGE TIME SPENT PERFORMING TASKS RELATED TO THIS BUSINESS ACTIVITY AMOUNTING TO LESS THAN 5 HOURS PER MONTH AFTER MARKET HOURS AND ON WEEKENDS. FROM TIME TO TIME, HE MAY OFFER CLIENTS ADVICE OR PRODUCTS FROM THOSE ACTIVITIES AND CLIENTS SHOULD BE AWARE THAT THESE SERVICES MAY INVOLVE A CONFLICT OF INTEREST. MSAM ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT AND CLIENTS ARE IN NO WAY REQUIRED TO USE THE SERVICES OF ANY REPRESENTATIVE OF MSAM IN CONNECTION WITH SUCH INDIVIDUAL'S ACTIVITIES OUTSIDE OF MSAM. MORGAN STEVENS IS A MANAGING MEMBER OF NANO LLC LOCATED AT 7 OAKBROOK, TRABUCO CANYON, CA. NANO LLC IS A POOLED INVESTMENT VEHICLE INVESTING PRIMARILY IN PRIVATE DEBT AND PRIVATE EQUITY. HE HAS HELD THIS POSITION SINCE DECEMBER, 2019. PRIMARY RESPONSIBILITIES IN THIS ROLE INCLUDE PORTFOLIO ASSET REVIEW AND GENERAL ADMINISTRATIVE DUTIES WITH AVERAGE TIME SPENT PERFORMING TASKS RELATED TO THIS BUSINESS ACTIVITY AMOUNTING TO LESS THAN 5 HOURS PER MONTH AFTER MARKET HOURS AND ON WEEKENDS. FROM TIME TO TIME, HE MAY OFFER CLIENTS ADVICE OR PRODUCTS FROM THOSE ACTIVITIES AND CLIENTS SHOULD BE AWARE THAT THESE SERVICES MAY INVOLVE A CONFLICT OF INTEREST. MSAM ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT AND CLIENTS ARE IN NO WAY REQUIRED TO USE THE SERVICES OF ANY REPRESENTATIVE OF MSAM IN CONNECTION WITH SUCH INDIVIDUAL'S ACTIVITIES OUTSIDE OF MSAM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-30 |
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