MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $174.54B |
| Discretionary | $152.27B87% of AUM |
| Non-Discretionary | $22.27B |
| Client Accounts | 134 |
| Avg Account Size | $1.30B |
| Employees | 222 |
| Peak AUM | $212.86BMar 2022 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $174.5B | +5.6% | +4.7% | 2.7% | |
| Discretionary AUM | $152.3B | ||||
Key Metrics
| Total AUM | $174.54B |
| Discretionary | $152.27B |
| Employees | 222 |
| Client Accounts | 134 |
Contact & Location
Address
25 CABOT SQUARE
LONDON E14 4QA
United Kingdom
Phone
44-20-7425-8000
Filing History
71 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$152.3B
87.2% of AUM
Non-Discretionary
$22.3B
12.8% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Pension Plans
Corporations
Government
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Mar 2022
•Investment adviser bar/suspension
Custody
Bank CustodyBroker-Dealer CustodySurprise ExamAudited Financials
Related Entities (Item 7)
Broker-DealerInvestment AdviserRegistered RepFutures Commission MerchantBanking InstitutionPension ConsultantTrust Company