Clients
Morgan Stanley Institutional Investment Advisors serves 70 clients, 46 of them pension and profit-sharing plans. The average client has about $210 million with the firm.
- Pension and profit-sharing plans46 clients89%
- Charitable organizations8 clients6%
- State or municipal government entities16 clients5%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pension and profit-sharing plans | 46 | $13,061,879,197 | 88.7% | $284.0M |
| Charitable organizations | 8 | $941,181,721 | 6.4% | $117.6M |
| State or municipal government entities | 16 | $728,014,383 | 4.9% | $45.5M |
| Total | 70 | $14,731,075,301 | 100% | $210.4M |
- Clients
- 46
- Regulatory AUM
- $13,061,879,197
- Share
- 88.7%
- Avg. per client
- $284.0M
- Clients
- 8
- Regulatory AUM
- $941,181,721
- Share
- 6.4%
- Avg. per client
- $117.6M
- Clients
- 16
- Regulatory AUM
- $728,014,383
- Share
- 4.9%
- Avg. per client
- $45.5M
Total
- Clients
- 70
- Regulatory AUM
- $14,731,075,301
- Share
- 100%
- Avg. per client
- $210.4M
What it does
Morgan Stanley Institutional Investment Advisors provides portfolio management for institutions, pension consulting, selecting other managers, educational seminars and other activities. It is paid through a percentage of assets, hourly charges and fixed fees.
Morgan Stanley Institutional Investment Advisors advises no private funds.
100.0% of assets ($14.73B across 70 accounts) are managed with discretion. 0% of clients are outside the U.S., and 333 clients received advice without assets under management last fiscal year.
What the accounts hold
- Funds100%
Custodians
Morgan Stanley Institutional Investment Advisors does not have custody of client assets.
- All other custodians$14.73B100%
Ownership and leadership
Morgan Stanley Domestic Holdings, LLC owns 75% or more of Morgan Stanley Institutional Investment Advisors, and Jeremiah France is its CEO.
- Owns 75% or more of Morgan Stanley Institutional Investment Advisors LLC
Morgan Stanley Domestic Holdings, LLC
Control person · since September 2021
- Owns 75% or more of Morgan Stanley Domestic Holdings, LLC
Morgan Stanley Capital Management, LLC
Control person · since March 2007
- Owns 75% or more of Morgan Stanley Capital Management, LLC
Morgan Stanley
Control person · since February 2002
Leadership
- Jeremiah FranceManager (board of Managers), Chairman, Chief Executive Officer
- Jayson DavidsonVice President
- Daniel GambleVice President
- Scott McIntoshVice President
- Tevfik PekerManager (board of Managers) and President
- Karen RobinsonVice President
- Marc GordonChief Financial Officer
- Christopher GarganoChief Compliance Officer
Staff
- 52 employees
- 33 in advisory functions
- 25 state-registered reps
- 1 soliciting firm
Reported holdings
Morgan Stanley Institutional Investment Advisors’ reported 13F holdings total $1.07B across 5 positions, and the ten largest make up 100.0% of it.
- $1.07B
- Reported 13F value
- 5
- Positions
- 100.0%
- In the 10 largest
- +3.2%
- Value vs. prior quarter
- Enbridge Inc.37.4%
- Waste Management, Inc.30.1%
- National Health Care20.3%
- Oceaneering11.6%
- National Health Investors0.6%
Together, the ten largest are 100.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $1.07B is not its $14.73B in regulatory assets and does not represent any individual client's portfolio.
Fees
Morgan Stanley Institutional Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees).
Morgan Stanley Institutional Investment Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Morgan Stanley Institutional Investment Advisors has 3 offices, with 4 listed addresses across 4 states.
Colorado · 1 listed address
- 5299 DTC BLVD., Suite 1000, Greenwood VillageHQ
Georgia · 1 listed address
- 100 Terminus, 3280 Peachtree Road, Atlanta
Oregon · 1 listed address
- 9755 SW Barnes Road, Suite 660, Portland
Texas · 1 listed address
- 8951 Cypress Walers BLVD., 2nd Floor, Dallas
Other business names
Morgan Stanley Institutional Investment Advisors has reported 1 other business name to the SEC.
- Fiduciary Consulting Group
Registration details
- Legal name
- Morgan Stanley Institutional Investment Advisors LLC
- Headquarters
- 5299 DTC BLVD., Suite 1000, Greenwood Village, CO 80111
- Phone
- 303-333-7770
- Website
- Not reported
- SEC file
- 801-69938
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Morgan Stanley Institutional Investment Advisors have?
Morgan Stanley Institutional Investment Advisors has 70 clients and manages $14.7 billion for them, as of August 2026. They include 46 pension and profit-sharing plans, 16 state or municipal government entities and 8 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 August 2026
What services does Morgan Stanley Institutional Investment Advisors offer?
Morgan Stanley Institutional Investment Advisors provides portfolio management for institutions, pension consulting, selecting other managers, educational seminars and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Morgan Stanley Institutional Investment Advisors have?
Morgan Stanley Institutional Investment Advisors has 25 investment adviser representatives registered with state securities authorities, out of 52 employees, and 33 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Morgan Stanley Institutional Investment Advisors invest in?
At the end of its last fiscal year, Morgan Stanley Institutional Investment Advisors’ separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs). It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Morgan Stanley Institutional Investment Advisors?
Morgan Stanley Institutional Investment Advisors is owned through a chain of holding companies by Morgan Stanley. Its direct owner is Morgan Stanley Domestic Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 August 2026
How does Morgan Stanley Institutional Investment Advisors get paid?
Morgan Stanley Institutional Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file