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MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY

CRD 126896File 801-62173
APPROVED
Custody
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.94B
Top 10% of cohort (national)
Discretionary AUM
$10.94B
Clients
19
26 accounts
Employees
51

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Jul 24, 2003
Principal office
2 CENTRAL BOULEVARD, #22-01 WEST TOWER, IOI CENTRAL BOULEVARD TOWERS, SINGAPORE, 018916
Phone
65-6834 6800

Assets & accounts

ADV Item 5F
Total regulatory AUM
$10.94B
Discretionary AUM
$10.94B
Non-discretionary AUM
$0
Discretionary accounts
26
Non-discretionary accounts
0
Total accounts
26
AUM per client
$575.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$65.7M
Non-U.S. personsFewer than 5$630.8M
Insurance companiesFewer than 5$982.4M
Investment companies6$1.24B
Charitable organizationsFewer than 5$0
Other investment advisersFewer than 5$83.7M
High net worth individualsFewer than 5$0
Pooled investment vehicles4$1.90B
Banking or thrift institutionsFewer than 5$0
Pension and profit sharing plansFewer than 5$15.6M
State or municipal government entitiesFewer than 5$755.8M
Individuals (other than high net worth individuals)Fewer than 5$0

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11D1
  • Q11D2
  • Q11D4

Filed changes

DateFieldFromToChange
Aug 17, 2026Clients2619decreased by7
Apr 1, 2026Employees4951increased by2
Apr 1, 2026Clients2526increased by1
Apr 1, 2026AUM$10,087,413,018$10,935,979,456increased by$848,566,438
Apr 1, 2026Accounts2526increased by1
May 1, 2025
vs Oct 1, 2022
Employees3149increased by18
May 1, 2025
vs Oct 1, 2022
Clients7025decreased by45
May 1, 2025
vs Oct 1, 2022
AUM$90,267,462,988$10,087,413,018decreased by$80,180,049,970
May 1, 2025
vs Oct 1, 2022
Accounts7025decreased by45
Apr 1, 2022Employees3031increased by1
Apr 1, 2022Clients4070increased by30
Apr 1, 2022AUM$16,987,435,497$90,267,462,988increased by$73,280,027,491
Apr 1, 2022Accounts4070increased by30
Apr 1, 2021Registration—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.