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 operates as a corporate investment manager focused on institutional clients and pooled vehicles. Its advisory work centers on portfolio management for investment companies, pooled investment vehicles and institutional businesses, and it also maintains CPO/CTA activity and sponsorship roles for pooled funds. The firm reports active ESG investing, and its public-facing profile shows a clear tilt toward listed equities and exchange-traded instruments as core building blocks, complemented by allocations to third-party alternative managers. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, reflecting a mix of traditional asset management and incentive-linked strategies. Ownership is noted as a mix of foreign entity and individual ownership, and the firm operates as an institutional allocator rather than a retail-facing RIA. Given the small number of large clients and the emphasis on pooled vehicles, the firm’s day-to-day portfolio work appears oriented toward institutional mandates and specialist fund management rather than high-volume retail servicing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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