MORGAN STANLEY key facts
- MORGAN STANLEY is a other based in PURCHASE, NY with 46 tracked portfolio companies.
- Notable positions include Kalshi, Tata Capital (NSE: TATACAP), Hadrian.
- MORGAN STANLEY reports $75.0B in regulatory assets under management, per its SEC Form ADV (2026-04).
Investment focus
Its SEC Form ADV lists $75 billion in regulatory assets under management (Apr 2026).
MORGAN STANLEY portfolio at a glance
46 portfolio companies are on record for MORGAN STANLEY, including Kalshi, Tata Capital (NSE: TATACAP) and Hadrian.
29 of the 46 carry a recorded valuation and 1 have recorded secondary-market trades, the names a secondary buyer or seller can price.
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MORGAN STANLEY at the SEC
Form ADV · 2026-04 · CRD 149777- Regulatory AUM
- $75.0B
- Private fund assets
- —
- Private funds
- —
- Staff
- 29481
- Registered office
- PURCHASE, NY
- SEC status
- Approved
Discloses a disciplinary history on Form ADV. Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as MORGAN STANLEY SMITH BARNEY LLC).
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See more of the book
- ·The top 10 names in the book — of 46 recorded positions
- ·Watchlist + alerts for MORGAN STANLEY's activity
Portfolio
46 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Kalshi | Other Financial Services | ▮ | ▮ | ▮ |
| Tata Capital (NSE: TATACAP) | — | ▮ | ▮ | ▮ |
| Hadrian | Aerospace and Defense | ▮ | ▮ | ▮ |
+ 43 more companies · all 46, priced and dated or a free account shows the top 10 names — no card Membership and data by Private Market View | ||||
Frequently asked about MORGAN STANLEY
- What companies does MORGAN STANLEY invest in?
- MORGAN STANLEY has 46 recorded portfolio companies, including Kalshi, Tata Capital (NSE: TATACAP), Hadrian.
- What is MORGAN STANLEY's AUM?
- MORGAN STANLEY manages approximately $75.0B in assets.