MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED

Latest filing: Mar 27, 2024 (217 days ago)
View on IAPD
Adviser Website

AUM

$165,894,206,641
-22% change vs. 1 year ago
-18% change vs. 3 years ago
160% change vs. 5 years ago
176% change vs. 10 years ago

Employee Count

189
24% change vs. 1 year ago
41% change vs. 3 years ago
-40% change vs. 5 years ago
-14% change vs. 10 years ago

Main Office

LONDON,
25 CABOT SQUARE, LONDON, , UNITED KINGDOM, E14 4QA

Client AUM

Discretion AUM
Discretionary $147.3
Non-Discretionary $18.6
Total $165.9
Client AUM
Retail $0.0
Pooled $117.2
Institutional $48.7
Total $165.9
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
MITSUBISHI UFJ GLOBAL CUSTODY S.A LUXEMBOURG--LUX $17.7

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

Separately Managed Assets

Breakdown AUM
Total SMA AUM $48.7
Retail SMA AUM $0.0
Institutional SMA AUM $48.7
Asset Class % AUM
Equity Exch 55% $26.8
Equity Non-Exch 0% $0.0
Govt Agency 2% $1.0
Municipal 0% $0.0
Sovereign 5% $2.4
IG Credit 18% $8.8
HY Credit 4% $1.9
Derivatives 2% $1.0
Investment Companies 2% $1.0
Other Pools 6% $2.9
Cash 5% $2.4
Other 1% $0.5
Total 100% $48.7

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 INVESTMENT MANAGEMENT INC. $535.0 110353
PARAMETRIC PORTFOLIO ASSOCIATES LLC $475.1 114310
BOSTON MANAGEMENT AND RESEARCH $111.0 104853
EATON VANCE MANAGEMENT $63.0 104859
CALVERT RESEARCH AND MANAGEMENT $38.4 285127
MORGAN STANLEY AIP GP LP $34.2 117050
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. $33.2 116719
MS CAPITAL PARTNERS ADVISER INC. $27.3 147521
EATON VANCE ADVISERS INTERNATIONAL LTD. $25.8 283733
MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY $12.2 126896
MSREF REAL ESTATE ADVISOR, INC. $11.5 142047
MORGAN STANLEY INVESTMENT MANAGEMENT (JAPAN) CO., LTD. $0.0 126071
E*TRADE CAPITAL MANAGEMENT, LLC $0.0 42159
MORGAN STANLEY FIXED INCOME GP INC. $0.0 -
MORGAN STANLEY INVESTMENT MANAGEMENT (ACD) LIMITED $0.0 -
MORGAN STANLEY PENSION TRUSTEE LIMITED $0.0 trust company -
MORGAN STANLEY SAUDI ARABIA $0.0 broker-dealer -
MSIM FUND MANAGEMENT (IRELAND) LIMITED $0.0 -
MSIM GP INC. $0.0 -
MSIM DELAWARE GP INC. $0.0 -
MORGAN STANLEY REAL ESTATE ADVISOR, INC. $0.0 127488
MORGAN STANLEY MUFG SECURITIES CO., LTD. $0.0 broker-dealer -
MORGAN STANLEY & CO. INTERNATIONAL PLC $0.0 broker-dealer -

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

Control Persons

10 active

Name Title
O'HEALAI, RUAIRI DIRECTOR & MANAGING DIRECTOR
KELLY, FIONA, CAMERON DIRECTOR & MANAGING DIRECTOR
LOCKWOOD, RICHARD, ANDREW DIRECTOR & MANAGING DIRECTOR
PARISH, ZOE, VICTORIA WOODBINE DIRECTOR
HERON, EDWARD, RICHARD CHIEF LEGAL OFFICER
JUERGENS, BENJAMIN, JOHN CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $165.9 $0.0 0% 189 0 0%
2024-04-02 $165.9 $0.0 0% 189 0 0%
2023-04-04 $212.9 -$47.0 -22% 153 36 24%
2022-04-01 $212.9 -$47.0 -22% 153 36 24%
2021-04-05 $201.3 -$35.4 -18% 134 55 41%
2020-04-01 $154.7 $11.2 7% 113 76 67%
2019-04-01 $63.9 $102.0 160% 316 -127 -40%
2018-04-02 $73.8 $92.1 125% 316 -127 -40%
2017-04-01 $55.6 $110.3 198% 323 -134 -41%
2016-04-01 $54.5 $111.4 204% 234 -45 -19%
2015-04-01 $62.8 $103.1 164% 222 -33 -15%
2014-04-01 $60.1 $105.8 176% 219 -30 -14%
2013-04-01 $51.5 $114.4 222% 208 -19 -9%

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

Other

STATE REGISTRATIONS
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV