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MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED
CRD 105922File 801-26847
APPROVED
Custody
Disclosure events
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$174.54B
Top 10% of cohort (national)
Discretionary AUM
$152.27B
Non-discretionary $22.27B
Clients
119
134 accounts
Employees
222
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 15, 1986
- Principal office
- 25 CABOT SQUARE, CANARY WHARF, LONDON, E14 4QA
- Phone
- 44-20-7425-8000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $174.54B
- Discretionary AUM
- $152.27B
- Non-discretionary AUM
- $22.27B
- Discretionary accounts
- 130
- Non-discretionary accounts
- 4
- Total accounts
- 134
- AUM per client
- $1.47B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $1.91B |
| Non-U.S. persons | 6 | $5.25B |
| Insurance companies | 6 | $7.71B |
| Investment companies | 20 | $29.86B |
| Charitable organizations | Fewer than 5 | $47.1M |
| Other investment advisers | 5 | $5.49B |
| Pooled investment vehicles | 42 | $94.39B |
| Pension and profit sharing plans | 21 | $7.52B |
| State or municipal government entities | Fewer than 5 | $2.75B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 134 | 119 | decreased by15 |
| Apr 1, 2026 | Employees | 197 | 222 | increased by25 |
| Apr 1, 2026 | Clients | 135 | 134 | decreased by1 |
| Apr 1, 2026 | AUM | $165,346,868,885 | $174,539,375,039 | increased by$9,192,506,154 |
| Apr 1, 2026 | Accounts | 135 | 134 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 153 | 197 | increased by44 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 886 | 135 | decreased by751 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $212,862,608,978 | $165,346,868,885 | decreased by$47,515,740,093 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 886 | 135 | decreased by751 |
| Apr 1, 2022 | Employees | 134 | 153 | increased by19 |
| Apr 1, 2022 | Clients | 185 | 886 | increased by701 |
| Apr 1, 2022 | AUM | $201,285,110,946 | $212,862,608,978 | increased by$11,577,498,032 |
| Apr 1, 2022 | Accounts | 185 | 886 | increased by701 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MORGAN STANLEY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MORGAN STANLEY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.