{
  "crd_number": 105922,
  "slug": "morgan-stanley-investment-management-limited-london-105922",
  "primary_business_name": "MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED",
  "legal_name": "MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1986-04-15",
  "years_registered": 40,
  "period": "2026-10-01",
  "filing_date": "2026-09-23",
  "carried_forward": false,
  "raum_total": 174539375039.0,
  "raum_discretionary": 152265689676.0,
  "raum_non_discretionary": 22273685363.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 222,
  "advisory_employees": 97,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 19613326539.0,
      "count": 15,
      "description": "FOREIGN GOVERNMENT, WRAP SMA PROGRAM, AND TRUST"
    },
    "charitable": {
      "raum": 47112085.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 2751989960.0,
      "count": 2,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 7709033788.0,
      "count": 6
    },
    "investment_companies": {
      "raum": 29856310490.0,
      "count": 20
    },
    "pension_profit_sharing": {
      "raum": 7522117722.0,
      "count": 21
    },
    "other_investment_advisers": {
      "raum": 5485066251.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 94391492723.0,
      "count": 42
    },
    "corporations_other_businesses": {
      "raum": 1908389500.0,
      "count": 16
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 5254535981.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 3,
  "states_registered": [],
  "websites": [
    "https://morganstanley.com/IM"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105922",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/morgan-stanley-investment-management-limited-london-105922",
  "display_name": "Morgan Stanley Investment Management Limited",
  "summary": "Morgan Stanley Investment Management Limited is an SEC-registered investment advisory firm in London, United Kingdom, registered since 1986, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 23, 2026.",
  "citation": "AdvisorCensus. Morgan Stanley Investment Management Limited (CRD 105922): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Morgan Stanley Investment Management Limited compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Morgan Stanley Investment Management Limited reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Morgan Stanley Investment Management Limited located?",
      "a": "Morgan Stanley Investment Management Limited's principal office is in London, United Kingdom, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Morgan Stanley Investment Management Limited registered with the SEC or a state?",
      "a": "Morgan Stanley Investment Management Limited is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 105922."
    },
    {
      "q": "How much does Morgan Stanley Investment Management Limited manage?",
      "a": "Morgan Stanley Investment Management Limited reports $174,539,375,039 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (87% discretionary)."
    },
    {
      "q": "How have Morgan Stanley Investment Management Limited's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Morgan Stanley Investment Management Limited: Regulatory assets under management: $201,285,110,946 in the October 2021 data and $174,539,375,039 in the October 2026 data, down 13%. Total employees: 134 in October 2021 and 222 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Morgan Stanley Investment Management Limited serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (42); pension and profit sharing plans (but not the plan participants or government pension plans) (21); investment companies (20)."
    },
    {
      "q": "Which custodians does Morgan Stanley Investment Management Limited use?",
      "a": "Morgan Stanley Investment Management Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Mitsubishi UFJ Global Custody S.A as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Morgan Stanley Investment Management Limited report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105922"
    },
    {
      "q": "What changed in Morgan Stanley Investment Management Limited's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 201285110946.0,
      "total_employees": 134,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 212862608978.0,
      "total_employees": 153,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 151559010845.0,
      "total_employees": 206,
      "filing_date": "2023-05-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 165894206641.0,
      "total_employees": 189,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 165346868885.0,
      "total_employees": 197,
      "filing_date": "2025-06-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 174539375039.0,
      "total_employees": 222,
      "filing_date": "2026-09-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 100 to 97.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Mitsubishi UFJ Global Custody S.A",
      "name_as_filed": "MITSUBISHI UFJ GLOBAL CUSTODY S.A",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/morgan-stanley-investment-management-limited-london-105922.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 20,
      "fewer_than_5": false,
      "raum": 29856310490.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 42,
      "fewer_than_5": false,
      "raum": 94391492723.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 7522117722.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 47112085.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 2751989960.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 5,
      "fewer_than_5": false,
      "raum": 5485066251.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 6,
      "fewer_than_5": false,
      "raum": 7709033788.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 6,
      "fewer_than_5": false,
      "raum": 5254535981.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 16,
      "fewer_than_5": false,
      "raum": 1908389500.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 15,
      "fewer_than_5": false,
      "raum": 19613326539.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105922",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}