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Morgan Stanley Investments LP (West Conshohocken)


Morgan Stanley Investments LP is a large advisory firm based in West Conshohocken. It manages $55.66 billion of regulatory assets for 239 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

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Morgan Stanley Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Morgan Stanley Investments: assets under management

The assets under management (AUM) of Morgan Stanley Investments LP is $55.66 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55.66 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $232.87 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Morgan Stanley Investments LP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Morgan Stanley Investment Management Inc. Beneficial partner 1 Jan 1996 75% - 100% 13-3040307
Morgan Stanley Dean Witter & Co. Beneficial partner 1 May 1997 75% - 100% 36-3145972

Based in West Conshohocken

The principal office where Morgan Stanley Investments LP performs its advisory services is located at One Tower Bridge, West Conshohocken, PA 19428, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 610-940-5000 or by fax 610-940-5282. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.morganstanley.com.


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