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| Morgan Stanley Investment Management Inc
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|---|---|
| CRD # | 110353 |
| SEC # | 801-15757 |
| CIK # | 0001358504, 0000895421, 0001230193, 0001359291, 0001270238 |
| AUM | 702.2 B (2026-06-16) |
| Employees | 670 (37% Investors, 34% Brokers) |
| Phone | 212-761-4000 |
| Address | 1585 Broadway New York, NY 10036 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Thu, 18 Jun 2026 | Clifford Chance advises Morgan Stanley Investment Management and Ridgeback Group on the acquisition of Private Rented Sector business from London & Quadrant — Clifford Chance |
| Fri, 17 Apr 2026 | Quick Take with Rui de Figueredo, Morgan Stanley Investment Management — Pensions & Investments |
| Tue, 14 Apr 2026 | Morgan Stanley Investment Management introduces new Bitcoin ETF — InvestmentNews |
| Sun, 12 Apr 2026 | Morgan Stanley Investment Management Launches Bitcoin Trust ETP To Expand Digital Asset Offering — Pulse 2.0 |
| Thu, 09 Apr 2026 | Morgan Stanley Investment Management rolls out bitcoin-tracking ETP — Private Banker International |
| AUM Breakdown | Accounts | AUM ($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 | 32 | 390.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 44 | 167.0 |
| (g) Pension and profit sharing plans | 41 | 16.9 |
| (h) Charitable organizations | 10 | 7.0 |
| (i) State or municipal government entities | 5 | 2.2 |
| (j) Other investment advisers | 11 | 11.6 |
| (k) Insurance companies | 12 | 8.1 |
| (l) Sovereign wealth funds and foreign official institutions | 16 | 14.1 |
| (m) Corporations or other businesses not listed above | 64 | 44.5 |
| (n) Other | 22,567 | 39.8 |
| Total | 22,803 | 702.2 |
| By Discretionary | ||
| Discretionary | 22,798 | 698.5 |
| Non-Discretionary | 5 | 3.8 |
| Total | 22,803 | 702.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 247.2 | |
| United States Persons | 455.0 | |
| Total | 22,803 | 702.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| William Jones | 165 | 37 | ||
| David McGeough | 60 | 17 | ||
| Henry Kelly | 40 | 7 | ||
| Michael Levy | 76 | 4 | ||
| Robert Creaney | 35 | 4 | ||
| Amy Yeung | 29 | 4 | ||
| Andrew Mack | 10 | 4 | ||
| Tatiana Segal | 10 | 4 | ||
| Noel Langlois | 86 | 3 | ||
| Matthew Graver | 65 | 3 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $231.6B |
| Clients | 12 (35 non-US) |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 6N8SC06AK49F0N7KIX52 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Herz Robert H | |
| Morgan Stanley | |
| Peterson Douglas L. | |
| James Erika H | |
| Good Lynn J | |
| Schapiro Mary L | |
| Glocer Thomas H | |
| Leibowitz Shelley B | |
| Miscik Judith A | |
| Traquina Perry M | |
| View All | |
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