Morgan Stanley Institutional Investment Advisors LLC

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Assets, Funds, Holdings

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Morgan Stanley Institutional Investment Advisors LLC
CRD #149122
SEC #801-69938
CIK #0002026079
AUM $8.9 B (2025-04-29)
Employees 59 (71% Investors, 0% Brokers)
Phone303-333-7770
Address5299 Dtc Blvd, Suite 1000
Greenwood Village, CO 80111
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
10.08.06.04.02.00.02007201320192026
Sector Form 13F Holdings Value ($M)
Waste Management Inc 368.0
Enbridge Inc 359.9
National Healthcare Corp 80.5
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
90072054036018002021202220242026
AUM Breakdown Accounts AUM ($B)
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 59 8.5
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 12 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 0 0.0
(n) Other 0 0.0
Total 71 8.9
By Discretionary
Discretionary 71 8.9
Non-Discretionary 0 0.0
Total 71 8.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 8.9
Total 71 8.9
EDGAR Form CIK 2011 - 2025
13F-HR [0002026079]
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Romark Credit Advisors LP
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Forest Capital Management LLC
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Ehlers Investment Partners LLC
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Thomas Mill Advisors LLC
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