Clients
Morgan Stanley Investment Management serves 26 clients, 7 of them other clients. The average client has about $421 million with the firm.
- Investment companies6 clients11%
- Pooled investment vehicles4 clients17%
- State or municipal government entities2 clients7%
- Insurance companies1 clients9%
- Sovereign wealth funds and foreign official institutions2 clients6%
- OtherOther, Pension and profit-sharing plans, Other investment advisers, Corporations and other businesses50%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 6 | $1,238,405,815 | 11.3% | $206.4M |
| Pooled investment vehicles | 4 | $1,900,201,178 | 17.4% | $475.1M |
| Pension and profit-sharing plans | 1 | $15,582,830 | 0.1% | $15.6M |
| State or municipal government entities | 2 | $755,833,615 | 6.9% | $377.9M |
| Other investment advisers | 1 | $83,677,143 | 0.8% | $83.7M |
| Insurance companies | 1 | $982,364,562 | 9.0% | $982.4M |
| Sovereign wealth funds and foreign official institutions | 2 | $630,760,978 | 5.8% | $315.4M |
| Corporations and other businesses | 2 | $65,702,904 | 0.6% | $32.9M |
| Other | 7 | $5,263,450,431 | 48.1% | $751.9M |
| Total | 26 | $10,935,979,456 | 100% | $420.6M |
- Clients
- 6
- Regulatory AUM
- $1,238,405,815
- Share
- 11.3%
- Avg. per client
- $206.4M
- Clients
- 4
- Regulatory AUM
- $1,900,201,178
- Share
- 17.4%
- Avg. per client
- $475.1M
- Clients
- 1
- Regulatory AUM
- $15,582,830
- Share
- 0.1%
- Avg. per client
- $15.6M
- Clients
- 2
- Regulatory AUM
- $755,833,615
- Share
- 6.9%
- Avg. per client
- $377.9M
- Clients
- 1
- Regulatory AUM
- $83,677,143
- Share
- 0.8%
- Avg. per client
- $83.7M
- Clients
- 1
- Regulatory AUM
- $982,364,562
- Share
- 9.0%
- Avg. per client
- $982.4M
- Clients
- 2
- Regulatory AUM
- $630,760,978
- Share
- 5.8%
- Avg. per client
- $315.4M
- Clients
- 2
- Regulatory AUM
- $65,702,904
- Share
- 0.6%
- Avg. per client
- $32.9M
- Clients
- 7
- Regulatory AUM
- $5,263,450,431
- Share
- 48.1%
- Avg. per client
- $751.9M
Total
- Clients
- 26
- Regulatory AUM
- $10,935,979,456
- Share
- 100%
- Avg. per client
- $420.6M
What it does
Morgan Stanley Investment Management provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, fixed fees and performance-based fees.
Morgan Stanley Investment Management advises no private funds.
100.0% of assets ($10.94B across 26 accounts) are managed with discretion. 78% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
The filed percentages total 101%. The values below are shown as filed.
- Exchange-traded equity securities
- 77%
- U.S. government/agency bonds
- 1%
- Sovereign bonds
- 1%
- Investment grade corporate bonds
- 14%
- Non-investment grade corporate bonds
- 1%
- Derivatives
- 1%
- Cash and cash equivalents
- 1%
- Other (Other)
- 5%
Custodians
Morgan Stanley Investment Management’s client accounts are held mainly at Citibank (hong Kong) Limited, with 37% of managed assets, and J.P. Morgan, with 8%. Morgan Stanley Investment Management has custody of client assets.
- Citibank (hong Kong) LimitedCitibank (hong Kong) Limited · Hong Kong · $4.02B37%
- J.P. MorganJpmorgan Chase Bank, National Association · New York, NY · $890.1M8%
- All other custodians$6.03B55%
Ownership and leadership
Morgan Stanley (singapore) Holdings Pte. LTD. owns 75% or more of Morgan Stanley Investment Management, and Vikram Lokur is its CEO.
- Owns 75% or more of Morgan Stanley Investment Management Company
Morgan Stanley (singapore) Holdings Pte. LTD.
Control person · since March 2000
- Owns 75% or more of Morgan Stanley (singapore) Holdings Pte. LTD.
Morgan Stanley Asia Regional (holdings) III LLC
Control person · since December 1999
- Owns 75% or more of Morgan Stanley Asia Regional (holdings) III LLC
Morgan Stanley International Holdings Inc.
Control person · since December 2024
- Owns 75% or more of Morgan Stanley International Holdings Inc.
Morgan Stanley
Control person · since July 2019
Leadership
- Vikram LokurDirector & Chief Executive Officer
- Valerie FooChief Compliance Officer & Executive Director
- David AronovitchDirector
- Chetankumar JainDirector
- Michael LevinDirector
- Ronald OngDirector
- Jennifer TheunissenDirector
- Uzay TopuzLegal Counsel & Executive Director
- Kapil TrikhaDirector
- Onn Yee WongFinancial Controller & Managing Director
Staff
- 51 employees
- 26 in advisory functions
- 1 soliciting firm
Fees
Morgan Stanley Investment Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
Morgan Stanley Investment Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Morgan Stanley Investment Management has 1 office, with 1 listed address with no US state reported.
Registration details
- Legal name
- Morgan Stanley Investment Management Company
- Headquarters
- 2 Central Boulevard, #22-01 West Tower, Ioi Central Boulevard Towers, Singapore, Singapore 018916
- Phone
- 656-834-6800
- Website
- www.morganstanley.com/im
- SEC file
- 801-62173
- Structure
- corporation organized in Singapore
- 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 Investment Management have?
Morgan Stanley Investment Management has 26 clients and manages $10.9 billion for them, as of March 2026. They include 7 other clients, 6 investment companies and 4 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Morgan Stanley Investment Management offer?
Morgan Stanley Investment Management provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Morgan Stanley Investment Management use?
Morgan Stanley Investment Management’s separately managed account assets are held at Citibank (hong Kong) Limited (Hong Kong), with $4,015,006,216 and Jpmorgan Chase Bank, National Association (New York, NY), with $890,115,434. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Morgan Stanley Investment Management have?
Morgan Stanley Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 51 employees, and 26 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 Investment Management invest in?
At the end of its last fiscal year, Morgan Stanley Investment Management’s separately managed accounts held 77% exchange-traded equities, 14% investment grade corporate bonds, 5% other, 1% U.S. government and agency bonds, 1% sovereign bonds, 1% high-yield corporate bonds, 1% derivatives and 1% cash and equivalents. 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 Investment Management?
Morgan Stanley Investment Management is owned through a chain of holding companies by Morgan Stanley. Its direct owner is Morgan Stanley (singapore) Holdings Pte. LTD. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Morgan Stanley Investment Management get paid?
Morgan Stanley Investment Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file