|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Morgan Stanley Investment Management Inc
✚
|
|
|---|---|
| CRD # | 110353 |
| SEC # | 801-15757 |
| CIK # | 0001359291, 0001358504, 0000895421, 0001270238, 0001230193 |
| AUM | $619.2 B (2025-06-18) |
| Employees | 523 (50% Investors, 36% Brokers) |
| Phone | 212-761-4000 |
| Address | 1585 Broadway New York, NY 10036 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Counterpoint Ventures Investor Fund LP | [2022-03-31] | 0.0 | 113.3 |
| VC | Counterpoint Ventures Master Fund LP | [2021-04-29] | 619.5 | 504.8 |
| HF | Riverview RP Select Fund LP | [2021-03-31] | 147.1 | 43.7 |
| 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 | 13.7 |
| Other | Emerging Markets Leaders Trust | 2018-03-29 | 171.5 | |
| HF | GTAA Panther Fund LP | 2018-03-29 | 927.5 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 0.2 |
| (d) Investment companies | 48 | 363.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 51 | 150.4 |
| (g) Pension and profit sharing plans | 45 | 14.2 |
| (h) Charitable organizations | 10 | 7.3 |
| (i) State or municipal government entities | 7 | 1.8 |
| (j) Other investment advisers | 14 | 11.6 |
| (k) Insurance companies | 13 | 5.5 |
| (l) Sovereign wealth funds and foreign official institutions | 12 | 9.0 |
| (m) Corporations or other businesses not listed above | 61 | 19.9 |
| (n) Other | 21,658 | 36.0 |
| Total | 21,920 | 619.2 |
| By Discretionary | ||
| Discretionary | 21,917 | 615.9 |
| Non-Discretionary | 3 | 3.2 |
| Total | 21,920 | 619.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 218.6 | |
| United States Persons | 400.6 | |
| Total | 21,920 | 619.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| William Jones | 163 | |||
| David McGeough | 57 | |||
| Henry Kelly | 39 | |||
| Michael Levy | 74 | |||
| Robert Creaney | 35 | |||
| Amy Yeung | 29 | |||
| Noel Langlois | 86 | |||
| Matthew Graver | 65 | |||
| John Wolak | 62 | |||
| Robin Coroniti | 43 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000895421] | |
| 10-Q | [0000895421] | |
| 13F-HR | [0000895421] | |
| 3 | [0000895421] | |
| 4 | [0000895421] | |
| 5 | [0000895421] | |
| 8-K | [0000895421] | |
| SC 13D | [0000895421] | |
| SC 13G | [0000895421] | |
| 13F-NT | [0001230193] | |
| 4 | [0001230193] | |
| 13F-NT | [0001270238] | |
| 13F-NT | [0001358504] | |
| 13F-NT | [0001359291] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Morgan Stanley Smith Barney LLC
✚
|
NY | 1,650.0 |
|
Morgan Stanley Investment Management Inc
✚
|
NY | 619.2 |
|
Morgan Stanley Investment Management Limited
✚
|
165.3 | |
|
Morgan Stanley AIP GP LP
✚
|
PA | 38.7 |
|
MS Capital Partners Adviser Inc
✚
|
NY | 34.4 |
|
Morgan Stanley Infrastructure Inc
✚
|
NY | 17.2 |
|
MSREF Real Estate Advisor Inc
✚
|
NY | 11.1 |
|
Morgan Stanley Investment Management Company
✚
|
10.1 | |
|
Morgan Stanley Private Equity Asia Inc
✚
|
NY | 2.2 |
|
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 ($B) |
|---|---|---|
|
Northern Trust Investments Incorporated
✚
|
IL | 1,114.8 |
|
CapFinancial Partners LLC
✚
|
NC | 1,083.1 |
|
Goldman Sachs Asset Management International
✚
|
440.2 | |
|
Principal Global Investors LLC
✚
|
IA | 364.0 |
|
Neuberger Berman Investment Advisers LLC
✚
|
NY | 362.7 |
|
Cambridge Associates LLC
✚
|
MA | 313.5 |
|
Mercer Investments LLC
✚
|
MA | 202.6 |
|
Mackay Shields LLC
✚
|
NY | 151.6 |
|
Wilshire Advisors LLC
✚
|
CA | 99.1 |
|
Grantham Mayo van Otterloo & Co LLC
✚
|
MA | 68.6 |