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| Morgan Stanley Institutional Investment Advisors LLC
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| |
|---|---|
| CRD # | 149122 |
| SEC # | 801-69938 |
| CIK # | 0002026079 |
| AUM | $7.7 BB (2024-07-17) |
| Employees | 51 (80% Investors, 0% Brokers) |
| Phone | 303-333-7770 |
| Address | 5299 Dtc Blvd, Suite 1000 Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ENB | 86,202.3 | 307.5 | |
| SWN | 8,226.2 | 4.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 53 | 7.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 8 | 0.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 69 | 7.7 |
| By Discretionary | ||
| Discretionary | 69 | 7.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 69 | 7.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.7 | |
| Total | 69 | 7.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002026079] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cook Street Consulting Inc
✚
|
CO | 7.1 |
|
Eventide Asset Management LLC
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|
MA | 7.0 |
|
LM Capital Group LLC
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CA | 5.0 |
|
NPPG Plan Professionals LLC
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NJ | 3.2 |
|
Romark Credit Advisors LP
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|
NY | 3.1 |
|
IM Global Partner Fund Management LLC
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|
CA | 2.9 |
|
Thomas Mill Advisors LLC
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|
PA | 2.8 |
|
Milliman Advisors LLC
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|
WA | 2.7 |
|
Alliance Partners LLC
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MD | 2.6 |
|
Newport Group Consulting LLC
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|
FL | 2.6 |