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, New York Digital Investment Group, Vestwell.
- MORGAN STANLEY reports $75.0B in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with 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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- ·The book's top 25 — of 46 recorded positions
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Portfolio, priced
46 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Kalshi | Other Financial Services | $35.0B | — | |
| Tata Capital (NSE: TATACAP) | — | $15.6B | — | |
| Hadrian | Aerospace and Defense | $7.9B | — | |
| New York Digital Investment Group | — | $7.0B | — | |
| Vestwell | — | $3.3B | — | |
| ID.me | Business/Productivity Software | $2.0B | — | |
| ZeroHash | — | $2.0B | — | |
| Capitolis | Media and Information Services (B2B) | $1.6B | — | |
| Emmvee Photovoltaic Power (NSE: EMMVEE) | — | $1.5B | — | |
| Element Biosciences | Other Healthcare Technology Systems | $1.0B | — | |
| Sirion | — | $500.0M | — | |
| Clear Labs | — | $413.0M | — | |
| Epack Prefab (BOM: 544540) | — | $232.1M | — | |
| Community | Communication Software | $156.5M | — | |
| Moderne | — | $150.0M | — | |
| + 31 more companies · a free account shows the top of the book | ||||
Frequently asked
- What companies does MORGAN STANLEY invest in?
- MORGAN STANLEY has 46 recorded portfolio companies, including Kalshi, Tata Capital (NSE: TATACAP), Hadrian, New York Digital Investment Group.
- What is MORGAN STANLEY's AUM?
- MORGAN STANLEY manages approximately $75.0B in assets.