Firms by custodian
Registered investment advisers that custody at Morgan Stanley
Search the full directory by firm name, city, state, CRD number or custodian.
35 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Polen Capital Management | Boca Raton, FL | $24.06B |
| Iq Eq Fund Management (singapore) Private Limited | Singapore | $21.08B |
| Altimeter Capital Management | Menlo Park, CA | $18.75B |
| Saba Capital Management | New York, NY | $18.30B |
| Spectrum Asset Management | Stamford, CT | $18.30B |
| Compass Rose Asset Management | New York, NY | $16.50B |
| Maverick Capital | Dallas, TX | $15.85B |
| CV Advisors | Aventura, FL | $15.08B |
| Madison Investment Advisors | Madison, WI | $13.84B |
| Dolan McEniry Capital Management | Chicago, IL | $13.76B |
| Aristeia Capital | Greenwich, CT | $13.73B |
| Trexquant Investment | Stamford, CT | $13.48B |
| Royce & Associates | New York, NY | $12.41B |
| Stonebridge Advisors | Wilton, CT | $11.83B |
| Castle Hook Partners | New York, NY | $10.96B |
- Headquarters
- Boca Raton, FL
- Regulatory AUM
- $24.06B
- Headquarters
- Singapore
- Regulatory AUM
- $21.08B
- Headquarters
- Menlo Park, CA
- Regulatory AUM
- $18.75B
- Headquarters
- New York, NY
- Regulatory AUM
- $18.30B
- Headquarters
- Stamford, CT
- Regulatory AUM
- $18.30B
- Headquarters
- New York, NY
- Regulatory AUM
- $16.50B
- Headquarters
- Dallas, TX
- Regulatory AUM
- $15.85B
- Headquarters
- Aventura, FL
- Regulatory AUM
- $15.08B
- Headquarters
- Madison, WI
- Regulatory AUM
- $13.84B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $13.76B
- Headquarters
- Greenwich, CT
- Regulatory AUM
- $13.73B
- Headquarters
- Stamford, CT
- Regulatory AUM
- $13.48B
- Headquarters
- New York, NY
- Regulatory AUM
- $12.41B
- Headquarters
- Wilton, CT
- Regulatory AUM
- $11.83B
- Headquarters
- New York, NY
- Regulatory AUM
- $10.96B
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming Morgan Stanley here says only what the filing says, and implies nothing about either firm's service.