MORGAN STANLEY INVESTMENT MANAGEMENT INC.
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
FINTRXOverview
Morgan Stanley Investment Management Inc. is a U.S.-based corporate asset manager that operates across multiple fund types and advisory lines. Registered with the SEC since 1981, the firm functions as a multifaceted fund manager with activities that include hedge fund and venture capital strategies as well as other pooled products. Its primary client base is institutional, and its fee arrangements include percentage-of-AUM fees, fixed fees, and performance-based fees. The firm reports activity as a commodity pool operator/commodity trading advisor and provides portfolio management services for individuals, small businesses, pooled vehicles, investment companies and institutions, as well as adviser selection and educational programming. Morgan Stanley Investment Management Inc. identifies as an active ESG investor and maintains a broad set of industry affiliations spanning broker-dealer, banking, trust, insurance, futures and sponsor/GP roles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities30%
- Investment Grade Corp Bonds21%
- US Government Bonds17%
- Other8%
- Sovereign Bonds5%
Owners & executives
3 of 4ERIC KAYNE
Co-Chief Operating OfficerCRD 2741511
RUAIRI O'HEALAI
EMEA COOCRD 6608606
BENJAMIN HAMMES
Chief Compliance OfficerCRD 2973966
Contacts
3 of 26Matthew Funk
AssociateCRD 6809842
THOMAS O'BRIEN
Vice PresidentCRD 6347716
Tatiana Segal
Global Head of Risk ManagementCRD 2380822
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 1585 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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