Clients
Morgan Stanley Investment Management Limited serves 134 clients, 42 of them pooled investment vehicles. The average client has about $1.30 billion with the firm.
- Investment companies20 clients17%
- Pooled investment vehicles42 clients54%
- Pension and profit-sharing plans21 clients4%
- Other investment advisers5 clients3%
- Insurance companies6 clients4%
- OtherSovereign wealth funds and foreign official institutions, Other, Charitable organizations, State or municipal government entities, Corporations and other businesses17%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 20 | $29,856,310,490 | 17.1% | $1.49B |
| Pooled investment vehicles | 42 | $94,391,492,723 | 54.1% | $2.25B |
| Pension and profit-sharing plans | 21 | $7,522,117,722 | 4.3% | $358.2M |
| Charitable organizations | 1 | $47,112,085 | 0.0% | $47.1M |
| State or municipal government entities | 2 | $2,751,989,960 | 1.6% | $1.38B |
| Other investment advisers | 5 | $5,485,066,251 | 3.1% | $1.10B |
| Insurance companies | 6 | $7,709,033,788 | 4.4% | $1.28B |
| Sovereign wealth funds and foreign official institutions | 6 | $5,254,535,981 | 3.0% | $875.8M |
| Corporations and other businesses | 16 | $1,908,389,500 | 1.1% | $119.3M |
| Other | 15 | $19,613,326,539 | 11.2% | $1.31B |
| Total | 134 | $174,539,375,039 | 100% | $1.30B |
- Clients
- 20
- Regulatory AUM
- $29,856,310,490
- Share
- 17.1%
- Avg. per client
- $1.49B
- Clients
- 42
- Regulatory AUM
- $94,391,492,723
- Share
- 54.1%
- Avg. per client
- $2.25B
- Clients
- 21
- Regulatory AUM
- $7,522,117,722
- Share
- 4.3%
- Avg. per client
- $358.2M
- Clients
- 1
- Regulatory AUM
- $47,112,085
- Share
- 0.0%
- Avg. per client
- $47.1M
- Clients
- 2
- Regulatory AUM
- $2,751,989,960
- Share
- 1.6%
- Avg. per client
- $1.38B
- Clients
- 5
- Regulatory AUM
- $5,485,066,251
- Share
- 3.1%
- Avg. per client
- $1.10B
- Clients
- 6
- Regulatory AUM
- $7,709,033,788
- Share
- 4.4%
- Avg. per client
- $1.28B
- Clients
- 6
- Regulatory AUM
- $5,254,535,981
- Share
- 3.0%
- Avg. per client
- $875.8M
- Clients
- 16
- Regulatory AUM
- $1,908,389,500
- Share
- 1.1%
- Avg. per client
- $119.3M
- Clients
- 15
- Regulatory AUM
- $19,613,326,539
- Share
- 11.2%
- Avg. per client
- $1.31B
Total
- Clients
- 134
- Regulatory AUM
- $174,539,375,039
- Share
- 100%
- Avg. per client
- $1.30B
What it does
Morgan Stanley Investment Management Limited 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 Limited advises 3 private funds.
87.2% of assets ($152.27B across 130 accounts) are managed with discretion; $22.27B across 4 accounts are not. $235.9M sits in a wrap fee program the firm both sponsors and manages. 95% 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
- 52%
- U.S. government/agency bonds
- 3%
- Sovereign bonds
- 5%
- Investment grade corporate bonds
- 17%
- Non-investment grade corporate bonds
- 5%
- Derivatives
- 3%
- Securities issued by registered investment companies or business development companies
- 5%
- Securities issued by pooled investment vehicles (other than registered investment companies)
- 6%
- Cash and cash equivalents
- 3%
- Other (Other)
- 2%
Custodians
Morgan Stanley Investment Management Limited’s client accounts are held mainly at Mitsubishi Ufj Global Custody S.a, with 12% of managed assets. Morgan Stanley Investment Management Limited has custody of $992.1M for 3 clients.
- Mitsubishi Ufj Global Custody S.aMitsubishi Ufj Global Custody S.a · Luxembourg · $21.41B12%
- All other custodians$153.13B88%
Ownership and leadership
Morgan Stanley Investments (uk) owns 75% or more of Morgan Stanley Investment Management Limited.
- Owns 75% or more of Morgan Stanley Investment Management Limited
Morgan Stanley Investments (uk)
Control person · since February 2009
- Owns 75% or more of Morgan Stanley Investments (uk)
Morgan Stanley International Limited
Control person · since June 2017
- Owns 75% or more of Morgan Stanley International Limited
Morgan Stanley International Holdings Inc.
Control person · since September 2006
- Owns 75% or more of Morgan Stanley International Holdings Inc.
Morgan Stanley
Control person · since July 2019
Leadership
- Benjamin JuergensChief Compliance Officer
- Sacha AnselmDirector
- Laura BottegaDirector
- Parminder FellsDirector
- Yiwen GohDirector
- Edward HeronChief Legal Officer
- Zoe ParishDirector
Staff
- 222 employees
- 97 in advisory functions
- 1 broker-dealer rep
- 1 soliciting firm
Fees
Morgan Stanley Investment Management Limited is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
Morgan Stanley Investment Management Limited’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 Limited has 2 offices, with 2 listed addresses in 1 state.
Massachusetts · 1 listed address
- One Post Office Square, Boston
Choose a state to see its listed addresses.
Registration details
- Legal name
- Morgan Stanley Investment Management Limited
- Headquarters
- 25 Cabot Square, Canary Wharf, London, United Kingdom E14 4QA
- Phone
- 442074258000
- Website
- www.morganstanley.com/im
- SEC file
- 801-26847
- Structure
- corporation organized in United Kingdom
- 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 Limited have?
Morgan Stanley Investment Management Limited has 134 clients and manages $174.5 billion for them, as of September 2026. They include 42 pooled investment vehicles, 21 pension and profit-sharing plans and 20 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 September 2026
What services does Morgan Stanley Investment Management Limited offer?
Morgan Stanley Investment Management Limited 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 Limited use?
Morgan Stanley Investment Management Limited’s separately managed account assets are held at Mitsubishi Ufj Global Custody S.a (Luxembourg), with $21,410,256,179. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 September 2026
How many financial advisors does Morgan Stanley Investment Management Limited have?
Morgan Stanley Investment Management Limited has 0 investment adviser representatives registered with state securities authorities, out of 222 employees, and 97 perform investment advisory functions. 1 are registered representatives of a broker-dealer and 0 are 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 Limited invest in?
At the end of its last fiscal year, Morgan Stanley Investment Management Limited’s separately managed accounts held 52% exchange-traded equities, 17% investment grade corporate bonds, 6% pooled vehicles (private funds and similar), 5% sovereign bonds, 5% high-yield corporate bonds, 5% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds, 3% derivatives, 3% cash and equivalents and 2% other. It advises 3 private funds.
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 Limited?
Morgan Stanley Investment Management Limited is owned through a chain of holding companies by Morgan Stanley. Its direct owner is Morgan Stanley Investments (uk) (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 September 2026
How does Morgan Stanley Investment Management Limited get paid?
Morgan Stanley Investment Management Limited 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