DFX Intelligence

Allocator Intelligence

Morgan Stanley Smith Barney

Manager
EIN 208764829
Public LPs on the tape
1
distinct allocators disclosing a fund
Commitment rows
2
0 dated closings
Disclosed commitments
Not disclosed
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
21
Schedule C investment manager rows

18 more corporate plans and 9 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Who backs this manager

1 allocator
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Pace Industry Union-Management Pension Fund20Pooled vehicles, Public equityDec 31, 2024Dec 31, 2024

Funds on the tape

2 vehicles

Corporate and Taft-Hartley plans (Schedule C)

21 plans

+18 more corporate plans name this manager on Schedule C

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Commitment rows

2 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024Pace Industry Union-Management Pension FundKayne Anderson Rudnick Coll. Inv Trcollective trustPooled vehicles$55.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pace Industry Union-Management Pension FundGQG Partners International Equitycollective trustPublic equity$20.3M heldDisclosed holdingaskebsa.dol.gov

What changed

  • Dec 31, 2024Consultant changedinferenceOneida Healthcare Center Pension Plan
    Morgan Stanley Smith Barney LLC no longer appears on Oneida Healthcare Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Morgan Stanley Smith Barneyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceTeamsters Local 641 Pension Fund
    Morgan Stanley no longer appears on Teamsters Local 641 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Morgan Stanley Smith Barneyaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceEmployees' Retirement Plan of Proskauer Rose LLP
    Morgan Stanley Global Banking no longer appears on Employees' Retirement Plan of Proskauer Rose LLP's Schedule C as investment manager (plan year 2023 vs 2022)
    with Morgan Stanley Smith Barneyaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceWakefern Pension Plan
    Morgan Stanley Smith Barney LLC no longer appears on Wakefern Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Morgan Stanley Smith Barneyaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceUpstate New York Bakery Drivers and Industry Pension Fund
    Morgan Stanley Smith Barney Llc-Uma no longer appears on Upstate New York Bakery Drivers and Industry Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Morgan Stanley Smith Barneyaskebsa.dol.gov

+9 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Across the graphs

Morgan Stanley Smith Barney is the same institution as 1 record in Independent Sponsors.

Independent Sponsors1

The joined record opens with the product, beside every other relationship on this page.

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Capital chain

Morgan Stanley Smith Barney sits on 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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›Connections

every published relationship on the graph

+111 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.