0000899140-15-000659.txt : 20150903 0000899140-15-000659.hdr.sgml : 20150903 20150902173541 ACCESSION NUMBER: 0000899140-15-000659 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20150903 DATE AS OF CHANGE: 20150902 EFFECTIVENESS DATE: 20150903 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MORGAN STANLEY OPPORTUNISTIC FUND-RETIREMENT PLAN INVESTORS L P CENTRAL INDEX KEY: 0001376082 IRS NUMBER: 980491773 STATE OF INCORPORATION: E9 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-94900 FILM NUMBER: 151090365 BUSINESS ADDRESS: STREET 1: 100 FRONT ST SUITE 1100 CITY: WEST CONSHOHOCKEN STATE: PA ZIP: 19428 BUSINESS PHONE: 610-940-5000 MAIL ADDRESS: STREET 1: 100 FRONT ST SUITE 1100 CITY: WEST CONSHOHOCKEN STATE: PA ZIP: 19428 D/A 1 primary_doc.xml X0707 D/A LIVE 0001376082 MORGAN STANLEY OPPORTUNISTIC FUND-RETIREMENT PLAN INVESTORS L P 100 FRONT STREET SUITE 400 WEST CONSHOHOCKEN PA PENNSYLVANIA 19428 610-260-7600 CAYMAN ISLANDS None None Other A Cayman Islands Exempted Limited Partnership true John Wolak 100 Front Street Suite 400 West Conshohocken PA PENNSYLVANIA 19428 Director Managing Director of Morgan Stanley AIP (Cayman) GP Ltd., the General Partner of the Issuer Noel Langlois 100 Front Street Suite 400 West Conshohocken PA PENNSYLVANIA 19428 Executive Officer Director Managing Director and Assistant Treasurer of Morgan Stanley AIP (Cayman) GP Ltd., the General Partner of the Issuer Mustafa Jama 100 Front Street Suite 400 West Conshohocken PA PENNSYLVANIA 19428 Executive Officer Director Managing Director of Morgan Stanley AIP (Cayman) GP Ltd., the General Partner of the Issuer Allan Fajardo 522 Fifth Avenue New York NY NEW YORK 10036 Executive Officer Secretary of Morgan Stanley AIP (Cayman) GP Ltd., the General Partner of the Issuer. Pooled Investment Fund Hedge Fund false Decline to Disclose 06b 3C 3C.7 true 0001355191-14-000004 2006-03-01 true true true false 0 MORGAN STANLEY SMITH BARNEY LLC 149777 MORGAN STANLEY SMITH BARNEY LLC 149777 2000 WESTCHESTER AVENUE Purchase NY NEW YORK 10577-2530 All States false UBS Financial Services Inc. 8174 UBS Financial Services Inc. 8174 1200 Harbor Boulevard Weehawken NJ NEW JERSEY 07086 All States false Indefinite 46386407 Indefinite Responses in Items #13 and #14 are estimates. false 74 829500 true 0 Estimated fees do not include trailer fees paid, which are instead reflected in the total fees with respect to Morgan Stanley Opportunistic Fund, beginning from the inception of the Issuer and projected through the next 12 months. 0 true false MORGAN STANLEY OPPORTUNISTIC FUND-RETIREMENT PLAN INVESTORS L P Noel Langlois Noel Langlois See the Clarification Box above in Item #3 2015-09-02