Morgan Stanley Investment Management Inc

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Assets, Funds, Holdings

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Morgan Stanley Investment Management Inc
CRD #110353
SEC #801-15757
CIK #0001358504, 0001270238, 0001230193, 0001359291, 0000895421
AUM $619.2 B (2025-06-18)
Employees 523 (50% Investors, 36% Brokers)
Phone212-761-4000
Address1585 Broadway
New York, NY 10036
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
70056042028014002000200820172026
Sector Form 13F Holdings Value ($T)
Microsoft Corp 0.1
Nvidia Corp 0.1
Apple Inc 0.0
Amazon Com Inc 0.0
Facebook Inc 0.0
Alphabet Inc 0.0
Broadcom Inc 0.0
J P Morgan Chase & Co 0.0
VISA Inc 0.0
Tesla Motors Inc 0.0
View All
Holdings by Sector ($T)
4.03.22.41.60.80.02012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
VC Counterpoint Ventures Investor Fund LP [2022-03-31] 0.0 113.3
VC Counterpoint Ventures Master Fund LP [2021-04-29] 619.5 504.8
HF Riverview RP Select Fund LP [2021-03-31] 147.1 43.7
HF Marigold Tactical Strategies Ltd 2020-08-31 598.2
HF NYSCRF TALF 20 LLC 2020-08-31 50.3
HF TALF 20 Fund LP [2020-08-31] 1.8 394.3
Other Global Fixed Income Spc/Mi Senior Loan Segregated Portfolio 2020-03-30 64.0
Other Riverview Risk Premia Fund LP [2018-09-21] 667.1 13.7
Other Emerging Markets Leaders Trust 2018-03-29 171.5
HF GTAA Panther Fund LP 2018-03-29 927.5
View All
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 1 0.2
(d) Investment companies 48 363.3
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 51 150.4
(g) Pension and profit sharing plans 45 14.2
(h) Charitable organizations 10 7.3
(i) State or municipal government entities 7 1.8
(j) Other investment advisers 14 11.6
(k) Insurance companies 13 5.5
(l) Sovereign wealth funds and foreign official institutions 12 9.0
(m) Corporations or other businesses not listed above 61 19.9
(n) Other 21,658 36.0
Total 21,920 619.2
By Discretionary
Discretionary 21,917 615.9
Non-Discretionary 3 3.2
Total 21,920 619.2
By Non-United States Persons
Non-United States Persons 218.6
United States Persons 400.6
Total 21,920 619.2
Limited Partners2011 - 2025
Baltimore County Fire and Police Employees' Retirement System
California Public Employees' Retirement System
Hawaii Employee Retirement System
Houston Police Officers' Pension System
Illinois Municipal Retirement Fund
Kansas Public Employees Retirement System
Los Angeles Fire and Police Pensions
Maine Public Employees Retirement System
Maryland State Retirement and Pension System
Massachusetts Pension Reserves Investment Management
Minnesota State Board of Investment
Missouri Public School Retirement System
New Hampshire Retirement System
New York City Employees' Retirement System
New York State and Local Retirement System
New York State Common Retirement Fund
North Carolina Retirement Services
Ohio Police & Firefighters
Orange County Employee Retirement System
Oregon Public Employees Retirement Fund
Pennsylvania Public School Employees' Retirement System
Pennsylvania State Employees' Retirement System
San Diego County Employees Retirement Association
South Carolina Public Employees Benefit Authority
South Dakota Investment Council
State Board of Administration of Florida
State of Michigan Retirement System
State Teachers Retirement System of Ohio
Teachers' Retirement Security for Illinois Educators
Teachers' Retirement System of the City of New York
The University of Texas/Texas A&M Investment Company
Virginia Retirement System
Washington State Investment Board
Form D Directors # Filings # Firms 2011 - 2025
William Jones 163
David McGeough 57
Henry Kelly 39
Michael Levy 74
Robert Creaney 35
Amy Yeung 29
Noel Langlois 86
Matthew Graver 65
John Wolak 62
Robin Coroniti 43
View All
EDGAR Form CIK 2011 - 2025
10-K [0000895421]
10-Q [0000895421]
13F-HR [0000895421]
3 [0000895421]
4 [0000895421]
5 [0000895421]
8-K [0000895421]
SC 13D [0000895421]
SC 13G [0000895421]
13F-NT [0001230193]
4 [0001230193]
13F-NT [0001270238]
13F-NT [0001358504]
13F-NT [0001359291]
Form 13D/13G Filer Form 13D/13G Subject Filed
Morgan Stanley Factset Research Systems Inc [2025-08-07]
Morgan Stanley Insight Enterprises Inc [2025-08-07]
Morgan Stanley Beta Bionics Inc [2025-08-07]
Morgan Stanley CEVA Inc [2025-08-07]
Morgan Stanley Semler Scientific Inc [2025-08-07]
Morgan Stanley First Trust Senior Floating Rate Income Fund II [2025-08-07]
Morgan Stanley Chemomab Therapeutics Ltd [2025-08-07]
Morgan Stanley Bloom Energy Corp [2025-08-07]
Morgan Stanley Roivant Sciences Ltd [2025-08-07]
Morgan Stanley Jasper Therapeutics Inc [2025-08-06]
View All
Form 3/4/5 Subject 2011 - 2025
Morgan Stanley
Kirkpatrick Taylor
Good Lynn J
Dees Brandon
Pizzi Michael A.
Saperstein Andrew M
Simkowitz Daniel A
Yeshaya Sharon
Smith Charles A
Grossman Eric F
View All
Related Firms State AUM ($B)
Morgan Stanley Smith Barney LLC
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Morgan Stanley Investment Management Inc
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Morgan Stanley Investment Management Limited
165.3
Morgan Stanley AIP GP LP
PA 38.7
MS Capital Partners Adviser Inc
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Morgan Stanley Infrastructure Inc
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MSREF Real Estate Advisor Inc
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Morgan Stanley Investment Management Company
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Morgan Stanley Private Equity Asia Inc
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MSRESS III Manager LLC
NY 0.0
Morgan Stanley Smith Barney Venture Services LLC
NY 0.0
MSREF V LLC
NY 0.0
Morgan Stanley Real Estate Advisor Inc
NY 0.0
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NC 1,083.1
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440.2
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IA 364.0
Neuberger Berman Investment Advisers LLC
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Cambridge Associates LLC
MA 313.5
Mercer Investments LLC
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Mackay Shields LLC
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Wilshire Advisors LLC
CA 99.1
Grantham Mayo van Otterloo & Co LLC
MA 68.6
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