International Equity Trust
International Equity Trust is a private fund (unregistered fund) organized in Massachusetts, United States and advised by Morgan Stanley Investment Management Inc. Its adviser reported $987,463,169 in gross assets for the fund on Form ADV, filed Nov 15, 2024. It reported 16 beneficial owners. The minimum investment it accepts is $25,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers.
- Gross assets
- $987,463,169As reported on Form ADV
- Beneficial owners
- 16
- Minimum investment
- $25,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7)
- Fund type
- Private fundUNREGISTERED FUND
- Domicile
- Massachusetts, United States
- Auditor
- Ernst & Young LLP
- Administrator
- State Street Bank and Trust Company
- Custodian
- State Street Bank and Trust Company
- Adviser
- Morgan Stanley Investment Management Inc. · New York, NY · CRD 110353
- Reported on
- Nov 15, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about International Equity Trust
What is the minimum investment for International Equity Trust?
According to its adviser's Form ADV filed Nov 15, 2024, the minimum investment International Equity Trust accepts is $25,000,000.
Who can invest in International Equity Trust?
International Equity Trust is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7).
How large is International Equity Trust?
Its adviser reported $987,463,169 in gross assets on Form ADV filed Nov 15, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages International Equity Trust?
International Equity Trust is advised by Morgan Stanley Investment Management Inc., based in New York, NY.
Who are International Equity Trust's service providers?
Its Form ADV lists Ernst & Young LLP as auditor and State Street Bank and Trust Company as administrator.