Morgan Stanley Investment Management Company

RIASEC RegisteredEst. 2003
Total AUM
$10.9B
Discretionary
$10.9B
100% of AUM
Avg account
$421M
Accounts
26
Employees
51
Advisory reps
9

Firm details

Headquarters
Singapore,
CRD number
126896
Registered since
July 24, 2003
Custodians
CITI PRIVATE BANK, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Other48.13%
  • Pooled Investment Vehicles17.38%
  • Investment Companies11.32%
  • Insurance Companies8.98%
  • State / Municipal Government6.91%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Morgan Stanley Investment Management Company is organized as a corporation and operates as an institutional registered investment adviser focused on serving institutional clients. The firm has been SEC-registered since 2003 and reports ownership that includes a foreign entity and an individual. Its advisory mandate centers on portfolio management for investment companies, pooled investment vehicles and business or institutional investors; it also performs commodity pool operator/commodity trading adviser activities. Fee arrangements include asset-based fees, fixed fees and performance-based fees. The firm identifies itself as an active ESG investor and maintains a range of industry roles and affiliations that extend beyond pure advisory work — including broker-dealer, registered municipal advisor, registered security-based swap dealer, futures commission merchant, banking/thrift and trust company relationships, insurance company activity, and sponsor/GP roles for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Investment Grade Corp Bonds 20%, Other 5%, US Government Bonds 1%, Sovereign Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%70%
  • Exchange Traded Equities70%
  • Investment Grade Corp Bonds20%
  • Other5%
  • US Government Bonds1%
  • Sovereign Bonds1%

Owners & executives

1 of 1
  • Kapil Trikha

    Kapil Trikha

    Chief Operating OfficerCRD 5855767

Contacts

3 of 8
  • Ronald Ong

    Managing DirectorCRD 4875271

  • Uzay Topuz

    Uzay Topuz

    Legal CounselCRD 6400864

  • Chetan Jain

    Managing DirectorCRD 5299605

Unlock 5 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Singapore, null

Location

Singapore, null

Headquartered in Singapore, null.

Address
2 Central Blvd
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth