Morgan Stanley Investment Management Inc.

RIASEC RegisteredEst. 1981

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 multi-strategy fund manager that operates across traditional and alternative asset classes. The firm is organized as a corporation and has been SEC-registered since 1981. Its activities span fund sponsorship and management (including hedge, venture and other pooled vehicles), commodity pool/futures activity as a CPO/CTA, and a broad set of advisory services — from portfolio management for institutions and retail/SMB clients to selection of sub-advisers and educational programming. The firm reports an institutional client focus while also managing discretionary and non-discretionary mandates for other client types. Fee arrangements include asset-based fees, fixed fees and performance-linked structures. The manager identifies as an active ESG investor.