Private fund adviser · New York, NY
Morgan Stanley Infrastructure Inc.
SEC-registered investment adviser · CRD 142824 · SEC 801-67678
At a glance
Morgan Stanley Infrastructure Inc. is an SEC-registered investment adviser based in New York, New York, with $16.0 billion in regulatory assets under management as of its Form ADV filed May 13, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 434th of 4,686 private fund advisers and 1,008th of 17,210 SEC-registered advisers by assets.
Main office 212-761-7160morganstanley.comAs filed on Form ADV
- Regulatory AUM
- $16B
- Rank among private fund advisers
- #434 of 4,686
- Rank among all SEC RIAs
- #1,008 of 17,210
- Rank in New York
- #277 of 2,591
- Clients
- 21
- Accounts
- 21
- Discretionary
- 100% of AUM
- Employees
- 67
- Advisory staff
- 48
- Offices
- 8
Owners and executives on its Form ADV
- James M. WilmottDirector, Vice President, Head of Europe Investing
- Markus C. HottenrottChief Investment Officer
- Mark A. McLeanHead of Asia-Pacific Investing
- John R. KloppHead of Real Assets
- Mustufa SalehbhaiChief Legal Officer
- Christopher OrtegaHead of Americas Investing and Director
- Gauranga PalChief Compliance Officer
- Benjamin C. HunekePresident and Managing Director of Morgan Stanley Investment Management
- Adina SchwartzDirector and Vice President
Custody and brokerage
Custodian
Morgan Stanley Infrastructure Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Morgan Stanley Infrastructure Inc. is a hybrid RIA: 9 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Eaton Vance Distributors, Inc., Morgan Stanley & Co. LLC, Morgan Stanley Asia Limited, Morgan Stanley Distribution, Inc., Morgan Stanley Mexico, Casa De Bolsa, S.A. De C.V., Morgan Stanley Mufg Securities Co., LTD., Morgan Stanley Saudi Arabia and Morgan Stanley Smith Barney LLC.
- Eaton Vance Distributors, Inc. ↗CRD 37731
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
- Morgan Stanley & Co. LLC ↗CRD 8209
- Morgan Stanley Asia Limited
- Morgan Stanley Distribution, Inc. ↗CRD 30344
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
- Morgan Stanley Mexico, Casa De Bolsa, S.A. De C.V.
- Morgan Stanley Mufg Securities Co., LTD.
- Morgan Stanley Saudi Arabia
- Morgan Stanley Smith Barney LLC ↗CRD 149777
Its Form ADV brochure (filed March 2026) names Morgan Stanley as the broker-dealer its advisers are registered with.
Certain of the Adviser’s management persons are registered representatives of Morgan Stanley & Co.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 21 | $16B | 100% |
Private funds
Morgan Stanley Infrastructure Inc. reports 20 private funds with $17B in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Morgan Stanley Infrastructure Inc. answers yes to 8 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗morganstanley.com ↗
AtlasMembers
The full record on Morgan Stanley Infrastructure Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 777 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Morgan Stanley Infrastructure Inc. manage?
Morgan Stanley Infrastructure Inc. reports $16.0 billion in regulatory assets under management across 21 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 13, 2026.
What kind of firm is Morgan Stanley Infrastructure Inc.?
Morgan Stanley Infrastructure Inc. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Morgan Stanley Infrastructure Inc.’s clients?
By assets, its largest client types are pooled investment vehicles ($16.0 billion, 21 clients).
Does Morgan Stanley Infrastructure Inc. manage private funds?
Yes. It reports 20 private funds with $16.8 billion in gross assets, including private equity funds.
Does Morgan Stanley Infrastructure Inc. have any disciplinary history?
Morgan Stanley Infrastructure Inc. answers yes to 8 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Morgan Stanley Infrastructure Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →