MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
Latest filing: Mar 28, 2025 (33 days ago)
AUM
$8,870,425,168
1276% change vs. 1 year ago
5482% change vs. 3 years ago
10000% change vs. 5 years ago
10000% change vs. 10 years ago
Employee Count
59
354% change vs. 1 year ago
354% change vs. 3 years ago
354% change vs. 5 years ago
436% change vs. 10 years ago
Main Office
GREENWOOD VILLAGE, CO
5299 DTC BLVD., SUITE 1000, GREENWOOD VILLAGE, CO, UNITED STATES, 80111
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $8.9 |
| Non-Discretionary | $0.0 |
| Total | $8.9 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $8.9 |
| Total | $8.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| PERSHING LLC | JERSEY CITY-NJ-USA | $0.4 |
| CHARLES SCHWAB & CO., INC. | PHOENIX-AZ-USA | $0.1 |
| RAYMOND JAMES & ASSOCIATES, INC. | ST. PETERSBURG-FL-USA | $0.0 |
| SCHWAB RETIREMENT PLAN SERVICES INC. | RICHFIELD-OH-USA | $0.0 |
| US BANK/NFS | PORTLAND-OR-USA | $0.0 |
| VANGUARD | VALLEY FORGE-PA-USA | $0.0 |
| PRINCIPAL BANK | DES MOINES-IA-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $8.9 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $8.9 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 100% | $8.9 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $8.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | $1,650.0 | broker-dealer | 149777 |
| COOK STREET CONSULTING, INC. | $7.1 | 112829 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
9 active
| Name | Title |
|---|---|
| DAVIDSON, JAYSON, ALLEN | VICE PRESIDENT, DIRECTOR OF CONSULTING SERVICES |
| PARKER, WARREN, DALE | VICE PRESIDENT, DIRECTOR OF ANALYTICAL SERVICES |
| FRANCE, JEREMIAH, MICHAEL | MANAGER (BOARD OF MANAGERS), CHAIRMAN, CHIEF EXECUTIVE OFFICER |
| THOMPSON, MARK, JULIEN | MANAGER (BOARD OF MANAGERS), PRESIDENT |
| GORDON, MARC | CHIEF FINANCIAL OFFICER |
| GARGANO, CHRISTOPHER, RICHARD | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
9 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MATTHEW MORGANROTH | PORTLAND | OR | S65|2016-08-05 | ||||||
| THEODORE GRIGSBY | PORTLAND | OR | S63|2007-03-15|S65|2010-05-20 | ||||||
| PAUL GALINDO | PORTLAND | OR | S63|2001-03-30|S65|2002-11-26 | ||||||
| AUDREY WHITE | PORTLAND | OR | S63|2002-12-30|S65|2020-01-26 | ||||||
| THOMAS BREADEN | PORTLAND | OR | CHARTERED FINANCIAL ANALYST | ||||||
| EDWARD TAYLOR | PORTLAND | OR | S63|2001-03-01|S65|2008-01-18 | ||||||
| RASCH COUSINEAU | PORTLAND | OR | S63|1997-12-19|S65|2002-03-15 | ||||||
| JAYSON DAVIDSON | PORTLAND | OR | S63|1997-08-08|S65|2002-12-04 | CHARTERED FINANCIAL ANALYST | |||||
| GREGORY SETTLE | PORTLAND | OR | S63|1989-01-23|S65|2011-05-23 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $8.9 | $0.0 | 0% | 59 | 0 | 0% |
| 2024-04-02 | $0.6 | $8.2 | 1276% | 13 | 46 | 354% |
| 2023-04-04 | $0.3 | $8.6 | 3049% | 13 | 46 | 354% |
| 2022-04-01 | $0.2 | $8.7 | 5482% | 13 | 46 | 354% |
| 2021-04-05 | $0.1 | $8.7 | 6889% | 14 | 45 | 321% |
| 2020-04-01 | $0.1 | $8.8 | 13748% | 13 | 46 | 354% |
| 2019-04-01 | $0.1 | $8.8 | 13748% | 13 | 46 | 354% |
| 2018-04-02 | $0.0 | $8.8 | 24189% | 12 | 47 | 392% |
| 2017-04-01 | $0.0 | $8.9 | 48569% | 12 | 47 | 392% |
| 2016-04-01 | $0.0 | $8.9 | 50587% | 10 | 49 | 490% |
| 2015-04-01 | $0.0 | $8.9 | 45437% | 11 | 48 | 436% |
| 2014-04-01 | $0.0 | $8.9 | 45584% | 11 | 48 | 436% |
| 2013-04-01 | $0.0 | $8.9 | 52251% | 8 | 51 | 638% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CO, AZ-06/21/2021, CA-03/26/2010, CO-06/21/2024, LA-06/21/2024, MO-06/21/2024, NC-06/21/2024, NV-09/29/2021, NY-06/21/2024, OR-02/24/2009, PA-06/21/2024, PR-06/21/2024, TX-03/09/2015, WA-03/23/2011 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV