| Relationships | Role | Relationship Start | Relationship End |
| Morgan Stanley | Parent | 9/23/2008 | 7/14/2011 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Morgan Stanley Private Bank, National Association | Buyer | 52,063,000 | Pooling of Interests | Discontinued | 7/15/2011 |