Morgan Stanley Investment Management Inc.

RIASEC Registered

Total AUM

$702B

Discretionary

$698B

99% of AUM

Avg account

$30.8M

Accounts

22,803

Employees

670

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 110353
Registered since: January 28, 1981
Website: www.morganstanley.com
Custodians: STATE STREET BANK AND TRUST COMPANY, MORGAN STANLEY & CO. LLC, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies55.66%
Pooled Investment Vehicles23.78%
Corporations / Businesses6.33%
Other5.67%
Pension & Profit Sharing Plans2.4%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Morgan Stanley Investment Management Inc. is a corporate, institutionally focused asset manager that has been registered with the SEC since 1981. The firm operates across multiple fund types—including hedge funds, venture capital vehicles and other pooled products—and functions as a multifaceted fund manager and fund sponsor. Its activities extend beyond portfolio management for institutions to include portfolio management for individuals and small businesses, selection of other advisers, management of pooled investment vehicles, and educational workshops. Morgan Stanley Investment Management also serves in commodity pool operator/commodity trading advisor (CPO/CTA) roles and maintains a broad set of industry affiliations (broker‑dealer relationships, banking and trust activities, insurance company links, and sponsor/GP roles for pooled vehicles). The firm reports an active ESG investing approach and employs a mix of fee arrangements (AUM fees, fixed fees and performance fees).