Morgan Stanley Investment Management logo

Morgan Stanley Investment Management

North America, New York, United States, New York

Description

Morgan Stanley Investment Management (MSIM) stands as a prominent global asset management firm, operating as a key subsidiary of Morgan Stanley. Far exceeding the scope of a mere lending firm, MSIM offers a comprehensive suite of investment solutions across a diverse range of asset classes, including equities, fixed income, alternative investments, and multi-asset strategies. With a substantial global footprint, the firm manages over $1.5 trillion in assets under management (AUM) as of early 2024, catering to a broad spectrum of institutional and individual clients worldwide. Its extensive reach is supported by a team of over 1,300 investment professionals operating across various international locations.

Within its expansive structure, MSIM includes specialized groups that focus on private market investments, most notably Morgan Stanley Expansion Capital. This dedicated growth equity platform targets high-growth companies across sectors such as technology, healthcare, consumer, and financial services. Expansion Capital typically invests in businesses that have achieved significant product-market fit and are poised for rapid scaling, providing capital for expansion, market penetration, and strategic acquisitions. Their investment philosophy emphasizes partnering with strong management teams to accelerate growth and build market-leading enterprises.

The typical first check sizes for Morgan Stanley Expansion Capital generally range from $25 million to $200 million, reflecting their focus on later-stage growth rounds rather than early-stage venture capital. MSIM's approach is characterized by leveraging Morgan Stanley's extensive global network, industry expertise, and deep capital markets insights to support its portfolio companies. This strategic backing helps companies navigate complex growth phases, access further financing, and explore potential exit opportunities. The firm's long-term perspective and ability to deploy significant capital position it as a formidable partner for scaling businesses globally.

Investor Profile

Morgan Stanley Investment Management has backed more than 25 startups, with 2 new investments in the last 12 months alone. The firm has led 10 rounds, about 40% of its total and boasts 6 exits across its portfolio.

Investment Focus Highlights

  • Concentrates on Private Equity, Series Unknown, Series C rounds (top funding stages).
  • Majority of deals are located in United States, United Kingdom, Germany.
  • Strong thematic focus on Energy, Asset Management, Banking.
  • Led 1 rounds in the past year.
  • Typical check size: $25M – $200M.

Stage Focus

  • Private Equity (32%)
  • Series Unknown (16%)
  • Series C (12%)
  • Series B (12%)
  • Series E (8%)
  • Post Ipo Equity (4%)
  • Series G (4%)
  • Series D (4%)
  • Debt Financing (4%)
  • Series A (4%)

Country Focus

  • United States (80%)
  • United Kingdom (8%)
  • Germany (4%)
  • India (4%)
  • The Netherlands (4%)

Industry Focus

  • Energy
  • Asset Management
  • Banking
  • Financial Services
  • Fintech
  • Automotive
  • Manufacturing
  • E-commerce
  • Internet
  • Renewable Energy
circle-line
FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does Morgan Stanley Investment Management frequently co-invest with?

Credit Suisse
North America, North Carolina, United States, Morrisville
Co-Investments: 5
Goldman Sachs
North America, New York, United States, New York
Co-Investments: 3
Hamilton Lane
North America, Pennsylvania, United States, Bala Cynwyd
Co-Investments: 3
BlackRock
North America, New York, United States, New York
Co-Investments: 5
JP Morgan Chase
North America, New York, United States, New York
Co-Investments: 3
Ping An Global Voyager
Asia, Hong Kong Island, Hong Kong, Hong Kong
Co-Investments: 3
Affiliated Managers Group
North America, Massachusetts, United States, Prides Crossing
Co-Investments: 3
Blackstone Group
North America, New York, United States, New York
Co-Investments: 4
UBS
Europe, Zurich, Switzerland, Zürich
Co-Investments: 4
BNY
North America, New York, United States, New York
Co-Investments: 5

Which angels does Morgan Stanley Investment Management often collaborate with?

JJ
North America, California, United States, San Francisco
Shared Deals: 1
AS
North America, District of Columbia, United States, Washington
Shared Deals: 1
PU
Europe, Hessen, Germany, Cassel
Shared Deals: 1
MA
North America, California, United States, San Francisco
Shared Deals: 1
GC
Europe, Jersey
Shared Deals: 1

What are some of recent deals done by Morgan Stanley Investment Management?

Insight M

Sunnyvale, California, United States

Insight M develops aerial monitoring technology to detect aerial methane leaks for the energy industry.

AerospaceData VisualizationEnergyOil and Gas
Series EJun 20, 2025
Amount Raised: $30,000,000
Crafty Apes

El Segundo, California, United States

Crafty Apes is a boutique visual effects company.

Media and Entertainment
Private EquityAug 30, 2024
The Pasha Group

Corte Madera, California, United States

The Pasha Group is a transportation and logistics company that provides automotive, relocation, and maritime services.

AutomotiveLogisticsService IndustryTransportation
Debt FinancingApr 5, 2024
Instagrid

Stuttgart, Baden-Wurttemberg, Germany

Instagrid offers portable battery systems to create mobile power infrastructures for sectors with challenging power demands.

BatteryEnergy StorageManufacturing
Series CJan 23, 2024
Amount Raised: $94,927,569
Huel

Tring, Hertford, United Kingdom

Huel provides nutritionally-complete food products.

Food and BeverageNutrition
Private EquityOct 31, 2023
Amount Raised: $82,500,000
OVO Energy

Bristol, Bristol, City of, United Kingdom

OVO Energy is an independent energy supplier that provides gas and electricity services to residential and business customers.

EnergyEnergy EfficiencyRenewable Energy
Private EquityJul 21, 2023
Amount Raised: $257,119,973
Everstream Analytics

San Marcos, California, United States

Everstream is a supply chain company that delivers actionable insights to increase the resilience and agility of supply chains.

AnalyticsArtificial Intelligence (AI)LogisticsMachine LearningProcurementProductivity ToolsRisk ManagementSupply Chain Management
Series BApr 4, 2023
Amount Raised: $50,000,000
oak9

Chicago, Illinois, United States

oak9 is a cybersecurity SaaS Platform for Developers.

Cyber SecurityDeveloper PlatformInformation TechnologySaaSSecuritySoftware
Series UnknownJun 29, 2022
Amount Raised: $8,000,000
Senti Biosciences

South San Francisco, California, United States

Senti Biosciences is a biotechnology company that focuses on synthetic biology and gene circuit engineering for therapeutic applications.

BiotechnologyHealth CareMedicalTherapeutics
Post Ipo EquityJun 9, 2022
Amount Raised: $50,600,000
Everstream Analytics

San Marcos, California, United States

Everstream is a supply chain company that delivers actionable insights to increase the resilience and agility of supply chains.

AnalyticsArtificial Intelligence (AI)LogisticsMachine LearningProcurementProductivity ToolsRisk ManagementSupply Chain Management
Series AMay 18, 2022
Amount Raised: $24,000,000