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, 0000895421, 0001230193, 0001359291
AUM $535.0 BB (2024-03-27)
Employees 551 (42% Investors, 39% Brokers)
Phone212-761-4000
Address1585 Broadway
New York, NY 10036
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
70056042028014002001200920172025
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 ($TT)
3.02.41.81.20.60.02013201720212025
Type Form D Funds Date Sold ($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
Limited Partners2011 - 2024
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 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 - 2024
William Jones 162
David McGeough 57
Henry Kelly 39
Michael Levy 68
Robert Creaney 35
Amy Yeung 29
Noel Langlois 86
Matthew Graver 65
John Wolak 62
Robin Coroniti 43
Morgan Stanley AIP GP LP 34
Christopher Auffenberg 28
Arthur Lev 27
Francie Tai 25
Feta Zabeli 24
Neha Markle 23
M Martin 21
Lee Spector 19
Karen Davey 18
Amy Knox 15
John Keleghan 13
Giselle Lopezvelasco 12
Morgan Stanley Alternative Investment Partners LP 11
Morgan Stanley AIP Cayman GP Ltd 10
Andrew Mack 10
Jeffrey Gelfand 9
Christopher Odell 8
Michael Griffin 25
John Gernon 14
Morgan Stanley Investment Management Inc 9
Francis Smith 9
Tatiana Segal 8
Zoe Parish 5
Ella Cohen 5
Susanne van Dootingh 4
Laurence Magloire 4
Mark Todtfeld 3
MSIM GP Inc 3
Carine Feipel 3
Michael Kushma 3
Judith Eden 2
Morgan Stanley Hedge Fund Partners Cayman Ltd 2
James Janover 3
MS Alternatives Holding D Inc 3
Morgan Stanley Investment Mgmt Inc 2
Morgan Stanley Fixed Income GP Inc 2
Morgan Stanley Cayman GP Ltd 1
Diane Hosie 1
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 13D/13G Filer Form 13D/13G Subject Filed
Morgan Stanley Kinetik Holdings Inc [2024-07-05]
Morgan Stanley Arbutus Biopharma Corp [2024-06-10]
Morgan Stanley Brazilian Distribution Co Companhia Brasileira de Distr CBD [2024-03-25]
Morgan Stanley Blackstone Strategic Credit 2027 Term Fund [2024-02-12]
Morgan Stanley BlackRock Taxable Municipal Bond Trust [2024-02-12]
Morgan Stanley Axogen Inc [2024-02-12]
Morgan Stanley Advent Convertible & Income Fund [2024-02-12]
Morgan Stanley Aurora Innovation Inc [2024-02-12]
Morgan Stanley Audiocodes Ltd [2024-02-12]
Morgan Stanley Clearbridge Energy Midstream Opportunity Fund Inc [2024-02-12]
View All
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
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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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