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 long-established investment manager registered with the SEC in 1981. The firm operates as a multifaceted fund manager with activities spanning hedge funds, venture capital and other pooled vehicles. Its client base is primarily institutional, and it charges a mix of percentage-of-assets, fixed, and performance-based fees depending on the mandate. Morgan Stanley Investment Management provides portfolio management across individuals and small businesses, investment companies, pooled vehicles and institutional clients, and also performs manager selection and educational seminars. It is active on ESG considerations and carries business activities that include operating as a CPO/CTA and sponsoring or managing pooled investment vehicles.