Morgan Stanley
Private fund custodian · 4,872 private funds on SEC Form ADV
Advisers' Form ADV filings name Morgan Stanley as custodian to 3,476, prime broker to 2,397, administrator to 900 and marketer or placement agent to 520 private funds, 4,872 funds in all. It ranks No. 9 of 842 custodians by number of private funds served.
Rankings
Funds served, by type
- Hedge funds2,411
- Venture capital funds1,117
- Private equity funds972
- Other private funds229
- Real estate funds86
- Securitized asset funds57
Where its clients are
State of the funds' U.S. advisers.
- New York1,611
- California1,022
- Massachusetts371
- Connecticut247
- Texas139
- Florida128
- Illinois126
- New Jersey48
- Utah48
- Virginia46
- Pennsylvania44
- Colorado21
Where the funds are organized
- United States2,644
- Cayman Islands1,970
- British Virgin Islands52
- Ireland52
- Luxembourg50
- Bermuda41
- Canada15
- Jersey10
Private funds that name Morgan Stanley (2,286 listed here)
Showing the 150 largest by gross assets.
2,586 more funds name Morgan Stanley: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
Morgan Stanley & Co. LLC; Morgan Stanley Smith Barney LLC; Morgan Stanley; Morgan Stanley & Co. International PLC; Morgan Stanley Fund Services USA LLC; Morgan Stanley Fund Services (Cayman) LTD.; Morgan Stanley & Co International PLC; Morgan Stanley Fund Services (USA) LLC; Morgan Stanley Fund Services; Morgan Stanley & Co. International Plc.; Morgan Stanley Capital Services LLC; Morgan Stanley Private Wealth Management
From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.