{"url":"https://nivawealth.com/firms/morgan-stanley-institutional-investment-advisors-149122","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/149122","regulatoryAum":14731075301,"crd":"149122","secFileNumber":"801-69938","legalName":"Morgan Stanley Institutional Investment Advisors LLC","displayName":"Morgan Stanley Institutional Investment Advisors","website":null,"linkedinUrl":"https://www.linkedin.com/company/institutional-consulting-solution","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"5299 DTC BLVD., Suite 1000","city":"Greenwood Village","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80111"},"tradeNames":["Fiduciary Consulting Group"],"registration":{"secApproved":"24 February 2009","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":52,"advisory":33,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":14731075301,"discretionaryAccounts":70,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":333},"clientTypes":[{"label":"Pension and profit-sharing plans","clients":46,"regulatoryAum":13061879197},{"label":"Charitable organizations","clients":8,"regulatoryAum":941181721},{"label":"State or municipal government entities","clients":16,"regulatoryAum":728014383}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Morgan Stanley Institutional Investment Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jeremiah France","title":"Manager (board of Managers), Chairman, Chief Executive Officer","crd":"2328357"},{"name":"Jayson Davidson","title":"Vice President","crd":"2825116"},{"name":"Daniel Gamble","title":"Vice President","crd":"4260623"},{"name":"Scott McIntosh","title":"Vice President","crd":"6152813"},{"name":"Tevfik Peker","title":"Manager (board of Managers) and President","crd":"5583183"},{"name":"Karen Robinson","title":"Vice President","crd":"3135236"},{"name":"Marc Gordon","title":"Chief Financial Officer","crd":"5200551"},{"name":"Christopher Gargano","title":"Chief Compliance Officer","crd":"4766697"}],"ownership":[{"label":"Morgan Stanley Domestic Holdings, LLC","detail":"Member in the 75% or more ownership band and a control person, since September 2021."},{"label":"Morgan Stanley Capital Management, LLC","detail":"Indirect owner: a member of Morgan Stanley Domestic Holdings, LLC in the 75% or more band and a control person, since March 2007.","parent":"Morgan Stanley Domestic Holdings, LLC"},{"label":"Morgan Stanley","detail":"Indirect owner: a member of Morgan Stanley Capital Management, LLC in the 75% or more band and a control person, since February 2002.","parent":"Morgan Stanley Capital Management, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"5299 DTC BLVD., Suite 1000","city":"Greenwood Village","headquarters":true}]},{"state":"Georgia","offices":1,"addresses":[{"street":"100 Terminus, 3280 Peachtree Road","city":"Atlanta"}]},{"state":"Oregon","offices":1,"addresses":[{"street":"9755 SW Barnes Road, Suite 660","city":"Portland"}]},{"state":"Texas","offices":1,"addresses":[{"street":"8951 Cypress Walers BLVD., 2nd Floor","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"303-333-7770","stateRegisteredReps":25,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)","Educational seminars/workshops","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":100}],"privateFunds":0},"sources":{"adv1FilingDate":"20 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/149122/PDF/149122.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Morgan Stanley Institutional Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Morgan Stanley Institutional Investment Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Morgan Stanley Institutional Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Morgan Stanley Institutional Investment Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Morgan Stanley Institutional Investment Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Morgan Stanley Institutional Investment Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/morgan-stanley-institutional-investment-advisors-149122/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-13","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2026079/000202607926000005/0002026079-26-000005-index.html","totalValue":1070599282,"positionCount":5,"top10Share":1,"top10":[{"issuer":"Enbridge Inc","titleOfClass":"COM","cusip":"29250N105","value":400550904,"shares":7388875,"shareType":"SH","priorValue":402640437,"priorShares":7437023},{"issuer":"Waste Management, Inc","titleOfClass":"COM","cusip":"94106L109","value":322479277,"shares":1446874,"shareType":"SH","priorValue":339922143,"priorShares":1479273},{"issuer":"National Health Care","titleOfClass":"COM","cusip":"635906100","value":217390946,"shares":1028534,"shareType":"SH","priorValue":165896999,"priorShares":1038804},{"issuer":"Oceaneering","titleOfClass":"COM","cusip":"675232102","value":124234908,"shares":3066015,"shareType":"SH","priorValue":122478102,"priorShares":3453005},{"issuer":"National Health Investors","titleOfClass":"COM","cusip":"63633D104","value":5943247,"shares":77934,"shareType":"SH","priorValue":6217568,"priorShares":76893}],"positionsListed":5,"positions":[{"issuer":"Enbridge Inc","titleOfClass":"COM","cusip":"29250N105","value":400550904,"shares":7388875,"shareType":"SH","priorValue":402640437,"priorShares":7437023},{"issuer":"Waste Management, Inc","titleOfClass":"COM","cusip":"94106L109","value":322479277,"shares":1446874,"shareType":"SH","priorValue":339922143,"priorShares":1479273},{"issuer":"National Health Care","titleOfClass":"COM","cusip":"635906100","value":217390946,"shares":1028534,"shareType":"SH","priorValue":165896999,"priorShares":1038804},{"issuer":"Oceaneering","titleOfClass":"COM","cusip":"675232102","value":124234908,"shares":3066015,"shareType":"SH","priorValue":122478102,"priorShares":3453005},{"issuer":"National Health Investors","titleOfClass":"COM","cusip":"63633D104","value":5943247,"shares":77934,"shareType":"SH","priorValue":6217568,"priorShares":76893}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}