MORGAN STANLEY

Custodian · LOS ANGELES, United States · SAN FRANCISCO, United States · CALGARY, Canada · NEW YORK, United States · NEW YORK CITY, United States · CHICAGO, United States

Funds served: 44
Advisers served: 5
Gross assets on those funds: $24.41B
Client launches, 12 months: 12

Form D launches by this custodian's clients

Fund vehicles filed on EDGAR in the last 12 months by advisers that name MORGAN STANLEY on an existing fund. For MORGAN STANLEY: your clients' new funds. For everyone else: launches where MORGAN STANLEY is the incumbent to beat.

12 launches in the last 12 months by advisers that already use MORGAN STANLEY, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming MORGAN STANLEY as custodian

BERKSHIRE FUND IX, L.P.
KLEINER PERKINS CAUFIELD & BYERS XVIII, LLC
KLEINER PERKINS CAUFIELD & BYERS XVII, LLC
BERKSHIRE FUND IX-A, L.P.
KLEINER PERKINS SELECT FUND II, LLC

All 44 funds with the adviser behind each, gross assets and investor counts. Subscribe to unlock

Advisers served

BERKSHIRE PARTNERS LLCMA · $29B
SHAMROCK CAPITAL ADVISORS, LLCCA · $6.73B
SOLAMERE CAPITAL, LLCMA · $5.74B
GULFSTREAM CM, LLCNJ · $244.2M
KLEINER PERKINSCA

Same group

MORGAN STANLEY & CO., INC. 696 funds
MORGAN STANLEY SMITH BARNEY LLC 306 funds
MORGAN STANLEY AND CO INTERNATIONAL PLC 134 funds
MORGAN STANLEY CAPITAL SERVICES 95 funds
MORGAN STANLEY PRIVATE WEALTH MANAGEMENT 56 funds
MORGAN STANLEY PRIVATE BANK NATIONAL ASSOCIATION 20 funds
MORGAN STANLEY BANK NA 18 funds
MORGAN STANLEY EQUITY SERVICES INC. 18 funds

Launches with the incumbent named

Every new fund the morning after it files, with the administrator, auditor and custodian its adviser already uses, from $39.99/month.

See plans

Source: each adviser's latest Form ADV, Schedule D Section 7.B.(1), as filed on IAPD. Provider names are as written by the adviser; the same firm can appear under several legal entities.