⚲
|
Morgan Stanley Investment Management Inc
✚
|
|
---|---|
CRD # | 110353 |
SEC # | 801-15757 |
CIK # | 0001358504, 0001270238, 0000895421, 0001230193, 0001359291 |
AUM | $535.0 BB (2024-03-27) |
Employees | 551 (42% Investors, 39% Brokers) |
Phone | 212-761-4000 |
Address | 1585 Broadway New York, NY 10036 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
---|
Sector | Form 13F Holdings | Cap ($TT) | Value ($TT) |
---|---|---|---|
MSFT | 1.9 | 0.1 | |
AAPL | 2.4 | 0.0 | |
NVDA | 0.4 | 0.0 | |
AMZN | 1.1 | 0.0 | |
GOOGL | 1.5 | 0.0 | |
META | 0.4 | 0.0 | |
JPM | 0.3 | 0.0 | |
GOOG | 1.5 | 0.0 | |
V | 0.4 | 0.0 | |
LLY | 0.3 | 0.0 | |
View All |
Holdings by Sector ($TT) |
---|
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
VC | Counterpoint Ventures Investor Fund LP | [2022-03-31] | 0.0 | 76.0 |
VC | Counterpoint Ventures Master Fund LP | [2021-04-29] | 619.5 | 549.3 |
HF | Riverview RP Select Fund LP | [2021-03-31] | 147.1 | 97.5 |
HF | Marigold Tactical Strategies Ltd | 2020-08-31 | 598.2 | |
HF | NYSCRF TALF 20 LLC | 2020-08-31 | 50.3 | |
HF | TALF 20 Fund LP | [2020-08-31] | 1.8 | 394.3 |
Other | Global Fixed Income Spc/Mi Senior Loan Segregated Portfolio | 2020-03-30 | 64.0 | |
Other | Riverview Risk Premia Fund LP | [2018-09-21] | 667.1 | 103.8 |
Other | Emerging Markets Leaders Trust | 2018-03-29 | 147.9 | |
HF | GTAA Panther Fund LP | 2018-03-29 | 927.5 | |
View All |
AUM Breakdown | Accounts | AUM ($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 | 39 | 295.7 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 71 | 92.7 |
(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 |
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 |
---|---|
Morgan Stanley | |
Grossman Eric F | |
Gorman James P | |
Crawley Mandell | |
Akram Raja | |
Pick Edward N | |
Simkowitz Daniel A | |
Herz Robert H | |
Yeshaya Sharon | |
Luczo Stephen J | |
View All |
Related Firms | State | AUM ($BB) |
---|---|---|
Morgan Stanley Smith Barney LLC
✚
|
NY | 1,402.4 |
Morgan Stanley Investment Management Inc
✚
|
NY | 535.0 |
Morgan Stanley Investment Management Limited
✚
|
165.9 | |
Morgan Stanley AIP GP LP
✚
|
PA | 34.2 |
MS Capital Partners Adviser Inc
✚
|
NY | 27.3 |
Morgan Stanley Infrastructure Inc
✚
|
NY | 16.5 |
Morgan Stanley Investment Management Company
✚
|
12.2 | |
MSREF Real Estate Advisor Inc
✚
|
NY | 11.5 |
Morgan Stanley Private Equity Asia Inc
✚
|
NY | 3.0 |
MSRESS III Manager LLC
✚
|
NY | 0.0 |
Morgan Stanley Smith Barney Venture Services LLC
✚
|
NY | 0.0 |
MSREF V LLC
✚
|
NY | 0.0 |
Morgan Stanley Real Estate Advisor Inc
✚
|
NY | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Northern Trust Investments Incorporated
✚
|
IL | 1,016.6 |
CapFinancial Partners LLC
✚
|
NC | 852.2 |
Goldman Sachs Asset Management International
✚
|
405.2 | |
Neuberger Berman Investment Advisers LLC
✚
|
NY | 337.3 |
Cambridge Associates LLC
✚
|
MA | 282.0 |
Mackay Shields LLC
✚
|
NY | 139.1 |
Mercer Investments LLC
✚
|
MA | 129.8 |
Wilshire Advisors LLC
✚
|
CA | 94.9 |
Grantham Mayo van Otterloo & Co LLC
✚
|
MA | 63.4 |
LIDO Advisors LLC
✚
|
CA | 19.7 |