Private fund adviser · London, United Kingdom
Morgan Stanley Investment Management Limited
SEC-registered investment adviser · CRD 105922 · SEC 801-26847
At a glance
Morgan Stanley Investment Management Limited is an SEC-registered investment adviser based in London, United Kingdom, with $174.5 billion in regulatory assets under management as of its Form ADV filed September 23, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 41st of 4,686 private fund advisers and 155th of 17,210 SEC-registered advisers by assets.
Main office +442074258000morganstanley.comAs filed on Form ADV
- Regulatory AUM
- $175B
- Rank among private fund advisers
- #41 of 4,686
- Rank among all SEC RIAs
- #155 of 17,210
- Clients
- 134
- Accounts
- 134
- Discretionary
- 87% of AUM
- Employees
- 222
- Advisory staff
- 97
- Offices
- 3
Owners and executives on its Form ADV
- Zoe V. ParishDirector
- Edward R. HeronChief Legal Officer
- Benjamin J. JuergensChief Compliance Officer
- Yiwen GohDirector
- Parminder K. FellsDirector
- Sacha C. AnselmDirector
- Laura E. BottegaDirector
Custody and brokerage
Broker-dealer
Hybrid RIA
Morgan Stanley Investment Management Limited is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Eaton Vance Distributors, Inc., Eaton Vance Management (international) Limited, Morgan Stanley & Co. International PLC, Morgan Stanley Asia Limited, Morgan Stanley Capital Services, LLC, 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
- Eaton Vance Management (international) Limited
- Morgan Stanley & Co. International PLC
- Morgan Stanley Asia Limited
- Morgan Stanley Capital Services, LLC
- 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
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 42 | $94B | 54% |
| Investment companies | 20 | $30B | 17% |
| Other | 15 | $20B | 11% |
| Insurance companies | 6 | $7.7B | 4% |
| Pension and profit sharing plans | 21 | $7.5B | 4% |
| Other investment advisers | 5 | $5.5B | 3% |
| Sovereign wealth funds and foreign official institutions | 6 | $5.3B | 3% |
| State or municipal government entities | 2 | $2.8B | 2% |
| Corporations or other businesses | 16 | $1.9B | 1% |
| Charitable organizations | 1 | $47M | <1% |
Private funds
Morgan Stanley Investment Management Limited reports 3 private funds with $2.0B in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Morgan Stanley Investment Management Limited answers yes to 7 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗morganstanley.com ↗
AtlasMembers
The full record on Morgan Stanley Investment Management Limited
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
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- Growth over one, three and five years
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- Rank against 134 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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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 Investment Management Limited manage?
Morgan Stanley Investment Management Limited reports $174.5 billion in regulatory assets under management across 134 accounts, 87% of it on a discretionary basis, on its Form ADV filed September 23, 2026.
What kind of firm is Morgan Stanley Investment Management Limited?
Morgan Stanley Investment Management Limited is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Morgan Stanley Investment Management Limited’s clients?
By assets, its largest client types are pooled investment vehicles ($94.4 billion, 42 clients); investment companies ($29.9 billion, 20 clients); other ($19.6 billion, 15 clients).
Does Morgan Stanley Investment Management Limited manage private funds?
Yes. It reports 3 private funds with $2.0 billion in gross assets, including other private funds.
Does Morgan Stanley Investment Management Limited have any disciplinary history?
Morgan Stanley Investment Management Limited answers yes to 7 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 Investment Management Limited’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 (2026-09-23), 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 →