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MORGAN STANLEY INVESTMENT MANAGEMENT INC.
CRD 110353File 801-15757
APPROVED
Custody
Disclosure events
Filing as of Jun 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$702.25B
Top 10% of cohort (national)
Discretionary AUM
$698.50B
Non-discretionary $3.75B
Clients
236
22,803 accounts
Employees
670
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 28, 1981
- Principal office
- 1585 BROADWAY, NEW YORK, NY, 10036
- Phone
- 212-761-4000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $702.25B
- Discretionary AUM
- $698.50B
- Non-discretionary AUM
- $3.75B
- Discretionary accounts
- 22,798
- Non-discretionary accounts
- 5
- Total accounts
- 22,803
- AUM per client
- $2.98B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 64 | $44.45B |
| Non-U.S. persons | 16 | $14.06B |
| Insurance companies | 12 | $8.11B |
| Investment companies | 32 | $390.90B |
| Charitable organizations | 10 | $7.01B |
| Other investment advisers | 11 | $11.59B |
| High net worth individuals | Fewer than 5 | $0 |
| Pooled investment vehicles | 44 | $167.03B |
| Banking or thrift institutions | Fewer than 5 | $179.4M |
| Pension and profit sharing plans | 41 | $16.89B |
| State or municipal government entities | 5 | $2.20B |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
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- Q11F
- Q11D1
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 22803 | 236 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.