Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Morgan Stanley Investment Management Inc.

Morgan Stanley Investment Management Inc.

Private equity with venture activity · probableNew York, NYmorganstanley.comSEC registered investment adviserone firm, 8 filing advisers

This firm files as 8 advisers on morganstanley.com: Early Adopter Fund Manager Inc, Morgan Stanley Aip GP LP, Morgan Stanley Venture Capital III Inc, MS Capital Partners Adviser Inc., Msdw Venture Partners IV Inc, Msref Real Estate Advisor, Inc., Msvp 2002, Inc.. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.

registered adviser; venture funds are 4% of 14 private funds

Importance
25
moderate
Active deployment
0
low
Emerging
0
low
Completeness
56
elevated
Freshness
100
high
Research priority
5
low
Identity and regulatory footprint
Headquarters
New York, NYadviserinfo.sec.gov
Office address
1585 BROADWAY, New York, NY, 10036adviserinfo.sec.gov
Business phone
212-761-4000adviserinfo.sec.gov
Website
HTTP://WWW.MORGANSTANLEY.COM/IM
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Aug 25, 2026
Private funds reported
14 (1 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$3.5Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$702Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
670
Owners on Schedule A
Morgan Stanley (Member), E; Morgan Stanley Capital Management LLC (Shareholder), E
business phone
212-761-4000adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
2 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Counterpoint Ventures Investor Fund LPFund2022 adv first reportedActive deployment$113M
Nov 15, 2024
1180$0Apr 8, 2021
Counterpoint Ventures Master Fund LPFeeder or parallel2020 form d first saleMature$471M
Nov 15, 2024
1530$619MMar 26, 2021
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
10 current, 25 departed
Anton Kuzmanov
Director & Managing Director · since Sep 1, 2019
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Benjamin Cordt Huneke
President & Managing Director · since Nov 1, 2024
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Lisa Buhain Winslow
Director & Managing Director · since Dec 1, 2023
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Ruairi O'Healai
Director & Managing Director · since Aug 1, 2024
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Tatiana Segal
Director & Managing Director · since Sep 1, 2019
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Deidre Aisha Downes
Chief Compliance Officer & Managing Director · since Mar 1, 2023
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Eric Kayne
Chief Operating Officer, Director & Managing Director · since Feb 1, 2024
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Rohit Vijay Goenka
Chief Financial Officer & Managing Director · since Nov 1, 2024
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stefanie Vanessa Chang Yu
General Counsel, Secretary & Managing Director · since Oct 1, 2018
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Anita Rios
Treasurer & Executive Director · since Jun 1, 2016
Principal
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
25 departed (kept with end dates)
  • Anchal Pachnanda · Director & Managing Director · Jun 1, 2017 to Oct 7, 2019 Inference
  • Arthur Jason Lev · Director & Managing Director · Mar 1, 2013 to Apr 30, 2015 Inference
  • Daniel Aaron Simkowitz · President & Managing Director · Mar 1, 2016 to Jan 16, 2024 Inference
  • Edmond N Moriarty · Director & Managing Director · Apr 1, 2015 to Mar 30, 2016 Inference
  • Feta Zabeli · Director, Managing Director · Jan 1, 2015 to Oct 7, 2019 Inference
  • Gregory James Fleming · President & Managing Director · Jul 1, 2010 to Mar 30, 2016 Inference
  • Jacques P Chappuis · Co-President & Managing Director · Jan 1, 2024 to Nov 15, 2024 Inference
  • James Troy Janover · Director & Managing Director · Jul 1, 2010 to Feb 11, 2015 Inference
  • Jason Pizzorusso · Treasurer, Managing Director · Feb 1, 2015 to Dec 21, 2016 Inference
  • Karen Cassidy · Treasurer & Managing Director · Jul 1, 2012 to Feb 11, 2015 Inference
  • Kenneth Andrew Topping · Director & Managing Director · Nov 1, 2020 to Dec 8, 2023 Inference
  • Kevin Michael Klingert · Director & Managing Director · Mar 1, 2013 to Mar 30, 2016 Inference
  • Maryalice Dunne · Director & Managing Director · Jun 1, 2013 to Dec 21, 2020 Inference
  • Christopher Leroy Odell · General Counsel, Secretary & Managing Director · Nov 1, 2010 to Nov 26, 2018 Inference
  • David Newell Heaton · Chief Financial Officer, Managing Director & Director · Mar 1, 2016 to Jul 20, 2017 Inference
  • Jeannine Vienna Ali · Chief Financial Officer & Managing Director · Nov 1, 2017 to Nov 15, 2024 Inference
  • Jeffrey Allen Gelfand · Chief Financial Officer & Managing Director · Feb 1, 2012 to Mar 30, 2016 Inference
  • John Patrick Hagarty · Chief Operating Officer, Director & Managing Director · Dec 1, 2016 to Feb 7, 2024 Inference
  • Mary Ann Picciotto · Chief Compliance Officer & Managing Director · Jun 1, 2007 to Jan 13, 2014 Inference
  • Michael Paul Levy · Chief Operating Officer, Director & Managing Director · Apr 1, 2015 to Aug 9, 2016 Inference
  • Paul C Wirth · Chief Financial Officer & Managing Director · Jun 1, 2017 to Mar 29, 2018 Inference
  • Paul Evan Julius · Chief Financial Officer, Treasurer & Managing Director · Aug 1, 2010 to Mar 30, 2012 Inference
  • Stefanie Vanessa Chang Yu · Chief Compliance Officer & Managing Director · Jan 1, 2014 to Dec 21, 2016 Inference
  • Thomas Torrisi · Chief Compliance Officer & Managing Director · Dec 1, 2020 to Mar 31, 2023 Inference
  • Timothy John Knierim · Chief Compliance Officer & Managing Director · Dec 1, 2016 to Dec 21, 2020 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
1 relationships from shared deals, counted for the whole firm
Canapi Ventures 1 shared · one time · they led 1 · we led 1
Limited partners
2 disclosed
Timeline
58 dated events
  1. Dec 31, 2025
    WSIB reports Morgan Stanley Venture Partners III, LP: $30,000,000 committed, vintage 1997, net IRR 40.9%, 2.3x
    LP commitment disclosedLPsFactWashington State Investment BoardPublic pension and endowment private-markets disclosures (CalPERS, CalSTRS, WSIB, NYSCRF, Texas TRS, UTIMCO ...)
  2. Nov 15, 2024
    Jacques Philppe Chappuis (Co-President & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceJacques P ChappuisSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Nov 15, 2024
    Jeannine Vienna Ali (Chief Financial Officer & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceJeannine Vienna AliSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Nov 1, 2024
    Rohit Vijay Goenka joined Schedule A of Morgan Stanley Investment Management Inc. as Chief Financial Officer & Managing Director
    Person joinedPeopleFactRohit Vijay GoenkaSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Aug 1, 2024
    Ruairi O'Healai joined Schedule A of Morgan Stanley Investment Management Inc. as Director & Managing Director
    Person joinedPeopleFactRuairi O'HealaiSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Feb 7, 2024
    John Patrick Hagarty (Chief Operating Officer, Director & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceJohn Patrick HagartySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Feb 1, 2024
    Eric Kayne joined Schedule A of Morgan Stanley Investment Management Inc. as Chief Operating Officer, Director & Managing Director
    Person joinedPeopleFactEric KayneSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Jan 16, 2024
    Daniel Aaron Simkowitz (President & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceDaniel Aaron SimkowitzSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Jan 1, 2024
    Benjamin Cordt Huneke joined Schedule A of Morgan Stanley Investment Management Inc. as Co-President & Managing Director
    Person joinedPeopleFactBenjamin Cordt HunekeSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. Jan 1, 2024
    Jacques Philppe Chappuis joined Schedule A of Morgan Stanley Investment Management Inc. as Co-President & Managing Director
    Person joinedPeopleFactJacques P ChappuisSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. Dec 8, 2023
    Kenneth Andrew Topping (Director & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceKenneth Andrew ToppingSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  12. Dec 1, 2023
    Lisa Buhain Winslow joined Schedule A of Morgan Stanley Investment Management Inc. as Director & Managing Director
    Person joinedPeopleFactLisa Buhain WinslowSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  13. Mar 31, 2023
    Thomas Torrisi (Chief Compliance Officer & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceThomas TorrisiSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  14. Mar 1, 2023
    Deidre Aisha Downes joined Schedule A of Morgan Stanley Investment Management Inc. as Chief Compliance Officer & Executive Director
    Person joinedPeopleFactDeidre Aisha DownesSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  15. Mar 31, 2022
    Counterpoint Ventures Investor Fund LP first reported on Form ADV by Morgan Stanley Investment Management Inc. (Venture Capital Fund), GAV $88,830,710
    Fund first reported on Form ADVFundsFactCounterpoint Ventures Investor Fund LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  16. Apr 29, 2021
    Counterpoint Ventures Master Fund LP first reported on Form ADV by Morgan Stanley Investment Management Inc. (Venture Capital Fund), GAV $34,286,791
    Fund first reported on Form ADVFundsFactCounterpoint Ventures Master Fund LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  17. Dec 21, 2020
    Timothy John Knierim (Chief Compliance Officer & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceTimothy John KnierimSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  18. Dec 21, 2020
    Maryalice Dunne (Director & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceMaryalice DunneSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  19. Dec 1, 2020
    Thomas Torrisi joined Schedule A of Morgan Stanley Investment Management Inc. as Chief Compliance Officer & Managing Director
    Person joinedPeopleFactThomas TorrisiSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  20. Nov 1, 2020
    Kenneth Andrew Topping joined Schedule A of Morgan Stanley Investment Management Inc. as Director & Managing Director
    Person joinedPeopleFactKenneth Andrew ToppingSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  21. Oct 7, 2019
    Feta Zabeli (Director, Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceFeta ZabeliSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  22. Oct 7, 2019
    Anchal Pachnanda (Director & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceAnchal PachnandaSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  23. Sep 1, 2019
    Tatiana Segal joined Schedule A of Morgan Stanley Investment Management Inc. as Director & Managing Director
    Person joinedPeopleFactTatiana SegalSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  24. Sep 1, 2019
    Anton Kuzmanov joined Schedule A of Morgan Stanley Investment Management Inc. as Director & Managing Director
    Person joinedPeopleFactAnton KuzmanovSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  25. Nov 26, 2018
    Christopher Leroy Odell (General Counsel, Secretary & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceChristopher Leroy OdellSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  26. Oct 1, 2018
    Stefanie Vanessa Chang Yu joined Schedule A of Morgan Stanley Investment Management Inc. as General Counsel, Secretary & Managing Director
    Person joinedPeopleFactStefanie Vanessa Chang YuSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  27. Mar 29, 2018
    Paul C Wirth (Chief Financial Officer & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferencePaul C WirthSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  28. Nov 1, 2017
    Jeannine Vienna Ali joined Schedule A of Morgan Stanley Investment Management Inc. as Chief Financial Officer & Managing Director
    Person joinedPeopleFactJeannine Vienna AliSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  29. Jul 20, 2017
    David Newell Heaton (Chief Financial Officer, Managing Director & Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceDavid Newell HeatonSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  30. Jun 1, 2017
    Paul C Wirth joined Schedule A of Morgan Stanley Investment Management Inc. as Chief Financial Officer & Managing Director
    Person joinedPeopleFactPaul C WirthSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  31. Jun 1, 2017
    Anchal Pachnanda joined Schedule A of Morgan Stanley Investment Management Inc. as Director & Managing Director
    Person joinedPeopleFactAnchal PachnandaSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  32. Dec 21, 2016
    Stefanie Vanessa Chang Yu (Chief Compliance Officer & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceStefanie Vanessa Chang YuSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  33. Dec 21, 2016
    Jason Pizzorusso (Treasurer, Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceJason PizzorussoSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  34. Dec 1, 2016
    John Patrick Hagarty joined Schedule A of Morgan Stanley Investment Management Inc. as Director & Managing Director
    Person joinedPeopleFactJohn Patrick HagartySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  35. Dec 1, 2016
    Timothy John Knierim joined Schedule A of Morgan Stanley Investment Management Inc. as Chief Compliance Officer & Managing Director
    Person joinedPeopleFactTimothy John KnierimSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  36. Aug 9, 2016
    Michael Paul Levy (Chief Operating Officer, Director & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceMichael Paul LevySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  37. Jun 1, 2016
    Anita Rios joined Schedule A of Morgan Stanley Investment Management Inc. as Treasurer & Executive Director
    Person joinedPeopleFactAnita RiosSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  38. Mar 30, 2016
    Kevin Michael Klingert (Director & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceKevin Michael KlingertSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  39. Mar 30, 2016
    Jeffrey Allen Gelfand (Chief Financial Officer & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceJeffrey Allen GelfandSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  40. Mar 30, 2016
    Gregory J Fleming (President & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceGregory James FlemingSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  41. Mar 30, 2016
    Edmond N Moriarty (Director & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceEdmond N MoriartySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  42. Mar 1, 2016
    David Newell Heaton joined Schedule A of Morgan Stanley Investment Management Inc. as Chief Financial Officer, Managing Director & Director
    Person joinedPeopleFactDavid Newell HeatonSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  43. Mar 1, 2016
    Daniel Aaron Simkowitz joined Schedule A of Morgan Stanley Investment Management Inc. as President & Managing Director
    Person joinedPeopleFactDaniel Aaron SimkowitzSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  44. Apr 30, 2015
    Arthur Jason Lev (Director & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceArthur Jason LevSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  45. Apr 1, 2015
    Michael Paul Levy joined Schedule A of Morgan Stanley Investment Management Inc. as Director & Managing Director
    Person joinedPeopleFactMichael Paul LevySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  46. Apr 1, 2015
    Edmond N Moriarty joined Schedule A of Morgan Stanley Investment Management Inc. as Director & Managing Director
    Person joinedPeopleFactEdmond N MoriartySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  47. Feb 11, 2015
    Karen Cassidy (Treasurer & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceKaren CassidySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  48. Feb 11, 2015
    James Troy Janover (Director & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceJames Troy JanoverSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  49. Feb 1, 2015
    Jason Pizzorusso joined Schedule A of Morgan Stanley Investment Management Inc. as Treasurer, Managing Director
    Person joinedPeopleFactJason PizzorussoSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  50. Feb 1, 2015
    Feta Zabeli joined Schedule A of Morgan Stanley Investment Management Inc. as Director, Managing Director
    Person joinedPeopleFactFeta ZabeliSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  51. Jan 13, 2014
    Mary Ann Picciotto (Chief Compliance Officer & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferenceMary Ann PicciottoSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  52. Jun 1, 2013
    Maryalice Dunne joined Schedule A of Morgan Stanley Investment Management Inc. as Managing Director & Director
    Person joinedPeopleFactMaryalice DunneSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  53. Mar 1, 2013
    Arthur Jason Lev joined Schedule A of Morgan Stanley Investment Management Inc. as Director & Managing Director
    Person joinedPeopleFactArthur Jason LevSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  54. Mar 1, 2013
    Kevin Michael Klingert joined Schedule A of Morgan Stanley Investment Management Inc. as Director & Managing Director
    Person joinedPeopleFactKevin Michael KlingertSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  55. Jul 1, 2012
    Karen Cassidy joined Schedule A of Morgan Stanley Investment Management Inc. as Treasurer & Managing Director
    Person joinedPeopleFactKaren CassidySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  56. Mar 30, 2012
    Paul Evan Julius (Chief Financial Officer, Treasurer & Managing Director) no longer on Schedule A of Morgan Stanley Investment Management Inc.
    Person leftPeopleInferencePaul Evan JuliusSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  57. Feb 1, 2012
    Jeffrey Allen Gelfand joined Schedule A of Morgan Stanley Investment Management Inc. as Chief Financial Officer, Treasurer & Managing Director
    Person joinedPeopleFactJeffrey Allen GelfandSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  58. Nov 17, 2011
    Morgan Stanley Investment Management Inc. first filed Form ADV (IA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 4% of 14 private funds
  2. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 4% of 18 private funds
Evidence
107 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserNov 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2011-11-17Nov 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2026-08-25Aug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-11-15Nov 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusApprovedAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective1981-01-28Aug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds0Nov 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone212-761-4000Aug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone212-761-4000Nov 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Employees670Aug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Employees492Nov 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersNew York, NYAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersNew York, NYNov 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address1585 BROADWAY, New York, NY, 10036Aug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address1585 BROADWAY, New York, NY, 10036Nov 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formCorporationAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Other funds reported10Aug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported14Aug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported18Nov 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$3.5BAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$4.6BNov 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$702BAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$535BNov 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported1Aug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported2Nov 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.MORGANSTANLEY.COM/IMAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
WebsiteHTTP://WWW.MORGANSTANLEY.COM/IMNov 15, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
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Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
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Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)