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MORGAN STANLEY GROUP

Business and Investment Profile

The MORGAN STANLEY GROUP is a publicly held investment adviser that advises $4,054.17Bn in regulatory assets under management held in 7 SEC fund types across 15 investment strategies. MORGAN STANLEY GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 57.52% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 45.53 years and is comprised of 21 filing and 2 relying advisers. They operate out of 60 office locations with their Headquarters at 2000 WESTCHESTER AVENUE, HARRISON TOWNSHIP, MARYLAND. The Group has been subject to regulatory enforcement actions. They are regulated by 46 US and Non-US bodies.

Employee Profile

They have 33,180 employees comprised of 14,652 investment and 18,528 non-investment staff. The total number of Employees increased by 13.25% over the last 5-years.

Asset Profile

Their $4,054.17Bn in assets advised are owned by 548 private funds, 386 public funds and BDCs and 69,938 other accounts. Assets of Individuals clients own $1,310.32Bn or 32.32% of Total Assets and High Net Worth Individuals own $846.86Bn or 20.89% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse, Long/Short Equity and Fund of Funds, representing 62.83%, 13.9% and 9.29% of total assets, respectively.

Client Profile

They advise 13 types of clients, top clients are Individuals and High Net Worth Individuals.

Service Provider Profile

The Group uses 28 Fund Administrators, 2 Fund Auditors, 4 Prime Brokers, 46 Custodians and 63 Marketers. It does not report a third-party Fund Administrator in 42 private funds with $73.1Bn in assets.

Fee Profile

The Group discloses advisory fees, fixed fees, management fees and performance-based fees.

Sub-Advisers

MORGAN STANLEY GROUP names 3 sub-advisers CONFIDENTIAL TREATMENT, MORGAN STANLEY ASIA (SINGAPORE) PTE., PROPRIUM CAPITAL PARTNERS, L.P. to 4 different funds advised by the group. The Group has been named as the sub-adviser to 22 funds.

Full profile: MORGAN STANLEY GROUP

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Generated 2026-09-12T06:47:41.5837124.  © 2026 Convergence.