MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC

Latest filing: Jul 17, 2024 (105 days ago)

AUM

$7,728,468,201
2644% change vs. 1 year ago
5990% change vs. 3 years ago
10000% change vs. 5 years ago
10000% change vs. 10 years ago

Employee Count

51
292% change vs. 1 year ago
264% change vs. 3 years ago
292% change vs. 5 years ago
364% change vs. 10 years ago

Main Office

GREENWOOD VILLAGE, CO
5299 DTC BLVD., SUITE 1000, GREENWOOD VILLAGE, CO, UNITED STATES, 80111

Client AUM

Discretion AUM
Discretionary $7.7
Non-Discretionary $0.0
Total $7.7
Client AUM
Retail $0.0
Pooled $0.0
Institutional $7.7
Total $7.7
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
PERSHING LLC JERSEY CITY-NJ-USA $0.4
CHARLES SCHWAB & CO., INC. PHOENIX-AZ-USA $0.1
RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG-FL-USA $0.0
SCHWAB RETIREMENT PLAN SERVICES INC. RICHFIELD-OH-USA $0.0
US BANK/NFS PORTLAND-OR-USA $0.0
VANGUARD VALLEY FORGE-PA-USA $0.0
PRINCIPAL BANK DES MOINES-IA-USA $0.0

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $7.7
Retail SMA AUM $0.0
Institutional SMA AUM $7.7
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 100% $7.7
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 100% $7.7

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
MORGAN STANLEY SMITH BARNEY LLC $1,402.4 broker-dealer 149777
COOK STREET CONSULTING, INC. $7.1 112829

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

9 active

Name Title
DAVIDSON, JAYSON, ALLEN VICE PRESIDENT, DIRECTOR OF CONSULTING SERVICES
PARKER, WARREN, DALE VICE PRESIDENT, DIRECTOR OF ANALYTICAL SERVICES
FRANCE, JEREMIAH, MICHAEL MANAGER (BOARD OF MANAGERS), CHAIRMAN, CHIEF EXECUTIVE OFFICER
THOMPSON, MARK, JULIEN MANAGER (BOARD OF MANAGERS), PRESIDENT
GORDON, MARC CHIEF FINANCIAL OFFICER
GARGANO, CHRISTOPHER, RICHARD CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

9 active representatives found

Name City State Exams Designations
AUDREY WHITE PORTLAND OR S63|2002-12-30|S65|2020-01-26
PAUL GALINDO PORTLAND OR S63|2001-03-30|S65|2002-11-26
THOMAS BREADEN PORTLAND OR CHARTERED FINANCIAL ANALYST
JAYSON DAVIDSON PORTLAND OR S63|1997-08-08|S65|2002-12-04 CHARTERED FINANCIAL ANALYST
EDWARD TAYLOR PORTLAND OR S63|2001-03-01|S65|2008-01-18
GREGORY SETTLE PORTLAND OR S63|1989-01-23|S65|2011-05-23
RASCH COUSINEAU PORTLAND OR S63|1997-12-19|S65|2002-03-15
MATTHEW MORGANROTH PORTLAND OR S65|2016-08-05
THEODORE GRIGSBY PORTLAND OR S63|2007-03-15|S65|2010-05-20

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $7.7 $0.0 0% 51 0 0%
2024-04-02 $0.6 $7.1 1099% 13 38 292%
2023-04-04 $0.3 $7.4 2644% 13 38 292%
2022-04-01 $0.2 $7.6 4763% 13 38 292%
2021-04-05 $0.1 $7.6 5990% 14 37 264%
2020-04-01 $0.1 $7.7 11966% 13 38 292%
2019-04-01 $0.1 $7.7 11966% 13 38 292%
2018-04-02 $0.0 $7.7 21062% 12 39 325%
2017-04-01 $0.0 $7.7 42304% 12 39 325%
2016-04-01 $0.0 $7.7 44062% 10 41 410%
2015-04-01 $0.0 $7.7 39574% 11 40 364%
2014-04-01 $0.0 $7.7 39703% 11 40 364%
2013-04-01 $0.0 $7.7 45511% 8 43 538%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
CO, AZ-06/21/2021, CA-03/26/2010, CO-06/21/2024, LA-06/21/2024, MO-06/21/2024, NC-06/21/2024, NV-09/29/2021, NY-06/21/2024, OR-02/24/2009, PA-06/21/2024, PR-06/21/2024, TX-03/09/2015, WA-03/23/2011
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
MANAGER SELECTION
EDUCATIONAL WORKSHOPS
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV