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| Morgan Stanley Investment Management Inc
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|---|---|
| CRD # | 110353 |
| SEC # | 801-15757 |
| CIK # | 0001230193, 0001359291, 0001270238, 0000895421, 0001358504 |
| AUM | $490.6 BB (2023-03-31) |
| Employees | 551 (42% Investors, 39% Brokers) |
| Phone | 212-761-4000 |
| Address | 522 Fifth Avenue New York, NY 10036 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 34.7 | |
| AAPL | 2,382.8 | 33.1 | |
| AMZN | 1,093.0 | 14.1 | |
| V | 419.3 | 11.3 | |
| GOOGL | 1,475.1 | 10.5 | |
| JPM | 340.2 | 7.9 | |
| NVDA | 399.6 | 7.5 | |
| GOOG | 1,482.6 | 7.2 | |
| UNH | 477.0 | 7.1 | |
| TMO | 209.7 | 6.7 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| VC | Counterpoint Ventures Investor Fund LP | [2022-03-31] | 0.0 | 76.0 |
| Other | Counterpoint Ventures Master Fund LP | [2021-04-29] | 619.5 | 549.3 |
| HF | Riverview RP Select Fund LP | [2021-03-31] | 147.1 | 97.5 |
| HF | Marigold Tactical Strategies Ltd | 2020-08-31 | 598.2 | |
| HF | NYSCRF TALF 20 LLC | 2020-08-31 | 50.3 | |
| HF | TALF 20 Fund LP | [2020-08-31] | 1.8 | 394.3 |
| Other | Global Fixed Income Spc/Mi Senior Loan Segregated Portfolio | 2020-03-30 | 64.0 | |
| Other | Riverview Risk Premia Fund LP | [2018-09-21] | 177.0 | 103.8 |
| Other | Emerging Markets Leaders Trust | 2018-03-29 | 147.9 | |
| HF | GTAA Panther Fund LP | 2018-03-29 | 927.5 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 0.1 |
| (c) Banking or thrift institutions | 1 | 0.2 |
| (d) Investment companies | 22 | 14.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 88 | 374.0 |
| (g) Pension and profit sharing plans | 47 | 10.7 |
| (h) Charitable organizations | 11 | 7.7 |
| (i) State or municipal government entities | 11 | 5.8 |
| (j) Other investment advisers | 24 | 10.5 |
| (k) Insurance companies | 7 | 2.7 |
| (l) Sovereign wealth funds and foreign official institutions | 12 | 8.6 |
| (m) Corporations or other businesses not listed above | 60 | 20.9 |
| (n) Other | 26,528 | 35.0 |
| Total | 26,817 | 490.6 |
| By Discretionary | ||
| Discretionary | 25,948 | 485.0 |
| Non-Discretionary | 869 | 5.5 |
| Total | 26,817 | 490.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 147.6 | |
| United States Persons | 342.9 | |
| Total | 26,817 | 490.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| William Jones | 160 | |||
| David McGeough | 50 | |||
| Henry Kelly | 37 | |||
| Michael Levy | 64 | |||
| Robert Creaney | 35 | |||
| Amy Yeung | 29 | |||
| Noel Langlois | 86 | |||
| Robin Coroniti | 43 | |||
| Arthur Lev | 26 | |||
| Morgan Stanley AIP GP LP | 26 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 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 3/4/5 Subject | 2011 - 2024 |
|---|---|
| MS Capital Partners Adviser Inc | |
| Mondee Holdings, Inc. | |
| Morgan Stanley | |
| Wilkins Rayford Jr | |
| Schapiro Mary L | |
| Nally Dennis M | |
| Traquina Perry M | |
| Darling Alistair |