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