AdvisorCensus / Financial advisors / California / San Francisco, CA / Morgan Stanley
Financial advisors in San Francisco, CA using Morgan Stanley
9 SEC-registered investment advisory firms headquartered in the San Francisco, CA metro area name Morgan Stanley as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Altimeter Capital Management, LP | Menlo Park | SEC-registered investment adviser | Over $5 billion |
| Cypress Point Investment Management LP | Mill Valley | SEC-registered investment adviser | $500 million to $1 billion |
| Dorsal Capital Management, LP | Redwood City | SEC-registered investment adviser | Over $5 billion |
| Fuller & Thaler Asset Management Inc | San Mateo | SEC-registered investment adviser | Over $5 billion |
| Guardian Investment Management | Tiburon | SEC-registered investment adviser | $100 million to $500 million |
| Orso Partners, LP | South San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Park Presidio Capital LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Sofinnova Investments, Inc. | Menlo Park | SEC-registered investment adviser | Over $5 billion |
| Tano Capital, LLC | San Mateo | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Morgan Stanley nationwide
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