Morgan Stanley Investment Management Inc

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Morgan Stanley Investment Management Inc
CRD #110353
SEC #801-15757
CIK #0001358504, 0000895421, 0001230193, 0001359291, 0001270238
AUM 702.2 B (2026-06-16)
Employees 670 (37% Investors, 34% Brokers)
Phone212-761-4000
Address1585 Broadway
New York, NY 10036
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
80064048032016001999200820172027
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
Type Form D Funds Date Sold AUM
VC Counterpoint Ventures Investor Fund LP [2022-03-31] 113.3 M
VC Counterpoint Ventures Master Fund LP [2021-04-29] 138.7 M 722.6 M
HF Riverview RP Select Fund LP [2021-03-31] 147.1 M 196.6 M
HF Marigold Tactical Strategies Ltd 2020-08-31 598.2 M
HF NYSCRF TALF 20 LLC 2020-08-31 50.3 M
HF TALF 20 Fund LP [2020-08-31] 328.5 M 394.3 M
Other Global Fixed Income Spc/Mi Senior Loan Segregated Portfolio 2020-03-30 64.0 M
Other Riverview Risk Premia Fund LP [2018-09-21] 50.0 M 13.7 M
Other Emerging Markets Leaders Trust 2018-03-29 189.3 M
HF GTAA Panther Fund LP 2018-03-29 927.5 M
HF MS Driver Employee Fund LP [2017-03-31] 0.5 M
HF New Riders Cayman Feeder LP [2017-03-31] 583.3 M
HF New Riders LP [2017-03-31] 2.0 M
HF NH CL Buy and HOLD Strategy LP 2017-01-24 627.8 M
Other Focus Growth LLC 2015-03-31
Other Morgan Stanley Investment Management International Small Cap Trust 2015-03-31 0.0 M
HF Global Asset Backed Opportunities Cayman LP [2015-02-11] 93.3 M
HF Global Asset Backed Opportunities LP [2015-02-11] 172.6 M
HF Aurora Cayman Limited 2013-03-28 195.8 M
Other Galaxy Fund - Frontier Markets Equity Fund [2013-03-28] 79.5 M 122.5 M
LF Morgan Stanley Liquidity Funds - Euro Liquidity Fund 2013-03-28
HF Morgan Stanley Multi-Strategy Fund PLC - Alternative Investments Liquid Markets Ireland Fund 2013-03-28 3.3 M
HF Morgan Stanley Multi-Strategy Fund PLC - Global Long/Short Equity Fund 2013-03-28
HF Morgan Stanley Multi-Strategy Fund PLC - Mergers & Equity Special Situations Fund 2013-03-28 0.1 M
Other SBAR Investors LP 2013-03-28 225.9 M
Other Scrsic Strategic Partnership Fund LP 2013-03-28 106.1 M
LF Morgan Stanley Alpha Plus Funds PLC - US Dollar Liquidity Fund [2012-07-06] 1.5 B 2.0 B
LF Morgan Stanley Alpha Plus Funds PLC - US Dollar Treasury Liquidity Fund [2012-07-06] 1.5 B 300.4 M
Other Emerging Markets Debt Trust 2012-03-30 131.1 M
Other Emerging Markets Trust 2012-03-30 286.4 M
Other Global Fixed Income Spc/Offshore Adivsory Investment Grade Mortgage Segregated Portfolio 2012-03-30
Other Growth Trust 2012-03-30 51.7 M
Other Inception Trust 2012-03-30 535.7 M
Other International Equity Trust 2012-03-30 215.7 M
Other International Equity Trust II 2012-03-30 538.6 M
HF Morgan Stanley Emerging Markets Leaders Fund Cayman LP 2012-03-30 12.6 M
Other Morgan Stanley Gaia Portfolio LLC 2012-03-30 6.8 M
HF Morgan Stanley Global Diversified Markets Fund Cayman Ltd 2012-03-30 3.0 M
HF Morgan Stanley Global Diversified Markets Fund LP 2012-03-30 38.5 M
Other Morgan Stanley International Equity Fund 2012-03-30 299.0 M
Other Morgan Stanley Investment Management Active International Allocation 2012-03-30 138.3 M
Other Offshore Emerging Markets Fund 2012-03-30 23.1 M
Other Offshore International Equity Fund 2012-03-30 58.5 M
HF Opportunistic Mortgage Income Fund Cayman LP [2012-03-30] 76.2 M 156.7 M
HF Opportunistic Mortgage Income Fund LP [2012-03-30] 187.6 M 244.6 M
HF Real Estate Securities Global Best Ideas Fund LP 2012-03-30 18.5 M
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
Limited Partners2011 - 2026
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 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]
Form 13D/13G Filer Form 13D/13G Subject Filed
Morgan Stanley ZEPP Health Corp [2026-06-26]
Morgan Stanley TGE Value Creative Solutions Corp [2026-05-15]
Morgan Stanley XPLR Infrastructure LP [2026-05-15]
Morgan Stanley Presidio Production Co [2026-05-15]
Morgan Stanley Vertex Inc [2026-05-12]
Morgan Stanley Nuveen Real Estate Income Fund [2026-05-12]
Morgan Stanley Nuveen S&P 500 Dynamic Overwrite Fund [2026-05-12]
Morgan Stanley Turtle Beach Corp [2026-05-12]
Morgan Stanley KKR Income Opportunities Fund [2026-05-12]
Morgan Stanley Western Asset High Income Opportunity Fund Inc [2026-05-11]
View All
Firm Profile (Form ADV)
Discretionary AUM$231.6B
Clients12 (35 non-US)
ServesInstitutional, Retail, Research
Fund TypesHedge Fund, Private Equity
LEI6N8SC06AK49F0N7KIX52
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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