# Morgan Stanley Investment Management: portfolio, investments and team

> Morgan Stanley Investment Management is a private equity based in United States. 288 investments on record, 53 in the last 12 months, latest Oct 2026.

Source: https://millionrounds.com/fund/morgan-stanley-investment-management (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Morgan Stanley Investment Management

Last cheque observed Oct 2026; 288 cheques on record.

Email

Deploying now New fund $249M, Jun 2026 Private equity

Seed Series A Series B Bank Finserv Banking

Follow Morgan Stanley Investment Management and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fmorgan-stanley-investment-management)

Deploying now

**85%** of best year **53** **cheques in 12 months**, 288 on record

Since the last cheque **6** days **00** hrs **00** min **00** sec

Median round **$56M** Cheque size, as they say **$250K – $250K** Rounds led **10 of 288** Sole investor **51 rounds** Exits **36 from the portfolio** Mostly in **United States, 70%**

Pitch Morgan Stanley Investment Management

## Morgan Stanley Investment Management highlights

- 01 53 cheques in the last 12 months
- 02 Mostly Venture and Debt: 49% of its rounds
- 03 Sole investor in 51 rounds, median $28M
- 04 36 exits from the portfolio

## What they do

> Filed 2 private fund offerings with the SEC, the most recent in 2025-08 From their own website

- **Type:** Private equity (from a list, unverified)
- **Cheque size:** $250K – $250K as they say
- **Stages:** Seed Series A Series B Growth Pre-IPO
- **Sectors:** Bank Finserv Banking
- **Based in:** New York, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **288 appearances**

- **2026** 40 rounds
- **Oct** **[Kalshi](https://millionrounds.com/company/kalshi)** Series G · US · https://ascendants.in/ **$1.0B** With 13 others
- **Oct** **[Tenstorrent](https://millionrounds.com/company/tenstorrent)** Series E · US · BetaKit **$1.5B** With 16 others
- **Oct** **[Stord](https://millionrounds.com/company/stord)** Debt · US · Pulse 2.0 **$400M** With 5 others
- **Sept** **[Amber Electric](https://millionrounds.com/company/amber-electric)** Series E · AU · TechStartups **$56M** With 9 others
- **Sept** **[A5X](https://millionrounds.com/company/a5x)** Series D · BR · LatamList **$70M** *Led*
- **Sept** **[HiddenLayer](https://millionrounds.com/company/hiddenlayer)** Series B · US · Ventureburn **$100M** With 6 others
- **Sept** **[McGill and Partners](https://millionrounds.com/company/mcgill-and-partners)** Debt · GB **$400M** With 1 other
- **Sept** **[Concular](https://millionrounds.com/company/concular)** Venture · DE **$150K** Sole investor
- **Aug** **[Hadrian](https://millionrounds.com/company/hadrian)** Growth · US · Crunchbase News **$1.4B** With 16 others
- **Jul** **groundcover** Series C · IL · Ventureburn **$100M** *Led*
- **Jul** **[Imagi](https://millionrounds.com/company/imagi)** Seed · US · TechCrunch **$4.5M** With 6 others
- **Jul** **[Viken Detection](https://millionrounds.com/company/viken-detection)** Growth · US **$2.0M** Sole investor
- **Jun** **[Subtle Medical](https://millionrounds.com/company/subtle-medical)** Growth · US · Ventureburn **$33M** *Led*
- **Jun** **[HerLifeLab](https://millionrounds.com/company/herlifelab)** Seed · JP **$810K** With 2 others
- **Jun** **[Daloopa](https://millionrounds.com/company/daloopa)** Series C · US · AlleyWatch **$47M** With 8 others
- **Jun** **[Presidio Petroleum](https://millionrounds.com/company/presidio-petroleum)** Debt · US **$350M** Sole investor
- **Jun** **[Arcade.dev](https://millionrounds.com/company/arcade-dev)** Series A · US **$60M** With 1 other
- **May** **[Commure](https://millionrounds.com/company/commure)** Growth · US · Ventureburn **$70M** With 5 others
- **May** **[Ramp](https://millionrounds.com/company/ramp)** Growth · US · TechCrunch **$750M** With 24 others
- **May** **[STORE Capital](https://millionrounds.com/company/store-capital)** Debt · US **$567M** With 2 others
- **May** **[WHP Global](https://millionrounds.com/company/whp-global)** Venture · US **Undisclosed** With 1 other
- **May** **[NVISIONx](https://millionrounds.com/company/nvisionx)** Venture · US **$1.6M** With 3 others
- **May** **[Safehold](https://millionrounds.com/company/safehold)** Debt · US **$225M** With 3 others
- **Apr** **[Core Scientific](https://millionrounds.com/company/core-scientific)** Debt · US **$4.3B** With 2 others
- **Apr** **[Blue Owl Capital Corporation](https://millionrounds.com/company/blue-owl-capital-corporation)** Debt · US **$400M** With 2 others
- **Apr** **[Four Corners Property Trust](https://millionrounds.com/company/four-corners-property-trust)** Debt · US **$200M** With 3 others
- **Apr** **[Vamos](https://millionrounds.com/company/vamos)** Debt · BR **$20M** With 4 others
- **Apr** **[NeuralPort](https://millionrounds.com/company/neuralport)** Seed · JP **$1.1M** With 1 other
- **Mar** **[CoreWeave](https://millionrounds.com/company/coreweave)** Debt · US · TechStartups **$8.5B** *Led*
- **Mar** **[Kalshi](https://millionrounds.com/company/kalshi)** Series F · US · TechCrunch **$1.0B** With 6 others
- **Mar** **[Vestwell](https://millionrounds.com/company/vestwell)** Series E · US · Crunchbase News **$385M** With 7 others
- **Mar** **[Core Scientific](https://millionrounds.com/company/core-scientific)** Debt · US **$500M** Sole investor
- **Mar** **[Fidium](https://millionrounds.com/company/fidium)** Debt · US **$665M** With 3 others
- **Feb** **[Nexus Select Trust](https://millionrounds.com/company/nexus-select-trust)** Debt · US **$77M** With 7 others
- **Feb** **[Atlas Renewable Energy](https://millionrounds.com/company/atlas-renewable-energy)** Debt · US **$3.0B** With 3 others
- **Feb** **[Echelon Data Centres](https://millionrounds.com/company/echelon-data-centres)** Debt · IE **$2.0B** Sole investor
- **Feb** **[Esa](https://millionrounds.com/company/esa)** Venture · JP **Undisclosed** With 1 other
- **Jan** **[Urban Edge Properties](https://millionrounds.com/company/urban-edge-properties)** Debt · US **$950M** With 4 others
- **Jan** **[MyARC](https://millionrounds.com/company/myarc)** Venture · GB **$2.0M** With 2 others
- **Jan** **[Sokin](https://millionrounds.com/company/sokin)** Debt · GB **$96M** With 1 other

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **24 named**

AN **Aaron Nelson Sack** of the general partner of the special general partner i Filing they signed

AS **Adam Shaw** of the general partner of the special general partner i Filing they signed

AF **Ahmad F. Atwan** Executive Officer i Filing they signed

AJ **Alan Jones** President of the General Partner of the GP. i Filing they signed

AR **Alan Ridgway** Director of the General Partner i Filing they signed

AM **Amy Meisiu Yeung** Vice President i Form ADV

AF **Andrew F. Medvedev** Executive Officer i Filing they signed

AS **Angeline Soo Keat Ho** Director and CEO i Form ADV

AK **Anita K. Krug** Trustee i Filing they signed

AP **Anita Parshottam Rios** Treasurer & Executive Director i Form ADV

AB **Anton Bogdanov Kuzmanov** Director & Managing Director i Form ADV

AA **Arlene Alisa Morris** Chief Compliance Officer i Form ADV

AK **Ashwin Krishnan** Co-Head of North America Private Credit at Morgan Stanley and Co-Portfolio Manager of the Opportunistic Credit Strategy i Form ADV

BC **Benjamin Cordt Huneke** President and Managing Director of Morgan Stanley Investment Management i Form ADV

BJ **Benjamin John Juergens** Chief Compliance Officer i Form ADV

BA **Bennett Anthony Weaver** Director of Msress III, Inc. i Form ADV

BR **Bill Reiland** of the General Partner of the General Partner i Filing they signed

BH **Brian Hale Weinstein** President and Managing Director i Form ADV

BP **Brian Park** Executive Officer i Filing they signed

BP **Brian Perry Niles** Co-Chief Executive Officer of Morgan Stanley Real Estate Investing i Form ADV

CE **Chad Edward Turner** Director i Form ADV

CG **Chetankumar Gyanchandra Jain** Director i Form ADV

CP **Christie Park** Director and Chief Operating Officer of Morgan Stanley Real Assets Investing i Form ADV

CH **Christopher H. Norris** of the general partner of the special general partner i Filing they signed

We also hold **404** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$2996B** assets it manages, 12 advisers combined Oct 2026

**11+** funds on file numbered funds in its name

**Registered** investment adviser full reporting to the SEC

- **Legal name:** Msref REAL Estate Advisor, Inc.
- **SEC number:** CRD 126896

Funds on its Form ADV

**245** private funds, **$79B** in gross assets · filed Nov 2024

Private equity **103** Private equity fund of funds **43** Real estate **19**

- North Haven Infrastructure Partners III SCSP *Private equity* 108 investors $7.6B
- Prime Property Fund ASIA Limited Partnership *Real estate* 31 investors $3.7B
- North Haven Infrastructure Partners IV SCSP *Private equity* 60 investors $3.7B
- Riverview OMNI Master Fund L.P. *Hedge fund, fund of funds* 18 investors $3.5B
- North Haven Real Estate Fund X Global-F, L.P. *Real estate* 170 investors $2.8B
- North Haven Tactical Value Fund L.P. *Private equity* 1,321 investors $1.6B
- North Haven Credit Partners III L.P. *Private equity* 958 investors $1.6B
- North Haven Tactical Value Fund II L.P. *Private equity* 445 investors $1.6B
- Prime Property Fund Europe S.A., SICAV-RAIF *Real estate* 8 investors $1.5B
- Private Equity Co-Investment Opportunities Fund II L.P. *Private equity fund of funds* 943 investors $1.4B

And 235 more on the filing.

Funds they back

## 1 fund commitment on record

- **Managers:** 1

Every fund on record that it has committed money to, and the managers who invest it. Source: fund news.

Managers it backs most

- [Liquid Stock 1 fund](https://millionrounds.com/fund/liquid-stock)

Most recent commitments

- [Liquid Stock Fund II](https://millionrounds.com/fund/liquid-stock)

## Exits from the portfolio

Companies it backed that were later bought or listed **36 in all**

**[Flipkart](https://millionrounds.com/company/flipkart)** Bought by [Ebay](https://millionrounds.com/fund/ebay) **Undisclosed** Aug 2017

**[Socialware](https://millionrounds.com/company/socialware)** Bought by Proofpoint **$9.0M** Nov 2015

**[Constant Contact](https://millionrounds.com/company/constant-contact)** Bought by Endurance International **$1.1B** Nov 2015

**[OpTier](https://millionrounds.com/company/optier)** Bought by [SAP](https://millionrounds.com/fund/sap) **$10M** Aug 2014

**[Twitter](https://millionrounds.com/company/twitter)** Listed **$1.8B** Nov 2013

**[BPL Global](https://millionrounds.com/company/bpl-global)** Bought by Qualitrol **Undisclosed** Sept 2013

**[Kapow Software](https://millionrounds.com/company/kapow-software)** Bought by Kofax **$48M** Jul 2013

**[Better Place](https://millionrounds.com/company/better-place)** Bought by Sunrise Group **$12M** Jul 2013

**[NanoString Technologies](https://millionrounds.com/company/nanostring-technologies)** Listed **$54M** Jun 2013

**[Gogo](https://millionrounds.com/company/gogo)** Listed **$187M** Jun 2013

**[EKOS Corporation](https://millionrounds.com/company/ekos-corporation)** Bought by [BTG](https://millionrounds.com/fund/btg) **$220M** May 2013

**[Ingenuity Systems](https://millionrounds.com/company/ingenuity-systems)** Bought by [Qiagen](https://millionrounds.com/fund/qiagen) **Undisclosed** Apr 2013

**[Workday](https://millionrounds.com/company/workday)** Listed **Undisclosed** Oct 2012

**[Zynga](https://millionrounds.com/company/zynga)** Listed **Undisclosed** Dec 2011

**[Groupon](https://millionrounds.com/company/groupon)** Listed **Undisclosed** Nov 2011

**[BrightSource Energy](https://millionrounds.com/company/brightsource-energy)** Listed **Undisclosed** Apr 2011

**[Ballista Securities](https://millionrounds.com/company/ballista-securities)** Bought by [IntercontinentalExchange](https://millionrounds.com/fund/intercontinental-exchange) **Undisclosed** Feb 2011

**[Hyperformix](https://millionrounds.com/company/hyperformix)** Bought by [CA Technologies](https://millionrounds.com/fund/ca-technologies) **Undisclosed** Sept 2010

**[Microbia](https://millionrounds.com/company/microbia)** Bought by DSM **Undisclosed** Sept 2010

**[Solstice Neurosciences](https://millionrounds.com/company/solstice-neurosciences)** Bought by US WorldMeds **$36M** Aug 2010

The latest 20 here. An exit counts when it came after the firm's first round in the company. From historical deal records.

New fund on file

**$249M**

raised in Jun 2026

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

## The cheque

Seed Series A Series B

Median round joined **$56M** the round, not its cheque Alone, median **$28M**

Led 10 of 288 rounds **3%**

- **Said size:** $250K – $250K
- **Sole investor:** 51 rounds
- **Last cheque:** Oct 2026
- **Exits:** 36 from the portfolio

Rounds by stage said on their site

- Venture *61*
- Debt *43*
- Series B said *36*
- Series C *33*
- Growth said *21*
- Seed said *19*
- Series A said *-*

Cheques by month Led Joined

Nov 2023 Oct 2026

Often in the room with

- [Goldman Sachs](https://millionrounds.com/fund/goldman-sachs) 27
- [Citibank](https://millionrounds.com/fund/citi) 16
- [T. Rowe Price](https://millionrounds.com/fund/t-rowe-price) 15
- [Andreessen Horowitz](https://millionrounds.com/fund/andreessen-horowitz) 12
- [Sequoia Capital](https://millionrounds.com/fund/sequoia-capital) 10
- [JP Morgan Chase](https://millionrounds.com/fund/j-p-morgan-chase) 9

**Pitching Morgan Stanley Investment Management?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque.

Add to your CRM *→*

## Who they invest alongside

The investors most often in the same rounds as Morgan Stanley Investment Management. A count of rooms they were both in, not a relationship either has claimed.

[**Goldman Sachs** Private equity **27** rounds together](https://millionrounds.com/fund/goldman-sachs)[**Citibank** Growth equity **16** rounds together](https://millionrounds.com/fund/citi)[**T. Rowe Price** Private equity **15** rounds together](https://millionrounds.com/fund/t-rowe-price)[**Andreessen Horowitz** VC firm **12** rounds together](https://millionrounds.com/fund/andreessen-horowitz)[**Sequoia Capital** VC firm **10** rounds together](https://millionrounds.com/fund/sequoia-capital)[**JP Morgan Chase** Corporate VC **9** rounds together](https://millionrounds.com/fund/j-p-morgan-chase)[**Wells Fargo** Corporate VC **9** rounds together](https://millionrounds.com/fund/wells-fargo-bank-office)[**Barclays Ventures** Corporate VC **8** rounds together](https://millionrounds.com/fund/barclays-ventures)[**Deutsche Bank** Corporate VC **8** rounds together](https://millionrounds.com/fund/deutsche-bank)[**Google for Startups** Accelerator **8** rounds together](https://millionrounds.com/fund/google-for-startups)[**JP Morgan** Investment bank **8** rounds together](https://millionrounds.com/fund/jpmorgan)[**Bank of America** Company **7** rounds together](https://millionrounds.com/fund/bank-of-america)

## Recently backed

The latest companies Morgan Stanley Investment Management put money into.

[**Kalshi** $1.0B · Oct 2026](https://millionrounds.com/company/kalshi)[**Tenstorrent** $1.5B · Oct 2026](https://millionrounds.com/company/tenstorrent)[**Stord** $400M · Oct 2026](https://millionrounds.com/company/stord)[**Amber Electric** $56M · Sept 2026](https://millionrounds.com/company/amber-electric)[**A5X** $70M · Sept 2026](https://millionrounds.com/company/a5x)[**Concular** $150K · Sept 2026](https://millionrounds.com/company/concular)

## On podcasts

1 episode naming Morgan Stanley Investment Management in the title, and 4 more that mention it.

- [Money Maze Podcast](https://millionrounds.com/podcasts/money-maze) 23 Nov 2023 · 20 min Why Do Companies Die? Value Creation in Public Equity Markets - With Michael Mauboussin, Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. Mentions [Morgan Stanley Investment Management](https://millionrounds.com/fund/morgan-stanley-investment-management) Apple PodcastsShow page

### Mentioned in

- [How I Invest](https://millionrounds.com/podcasts/how-i-invest) 9 Mar 2026 · 46 min E320: Why Institutional Capital Avoids the Best Returns Apple PodcastsShow page
- [How I Invest](https://millionrounds.com/podcasts/how-i-invest) 23 Jul 2025 · 53 min E190: $600 Billion Parametric CIO: Thomas Lee on Markets, Debt & Trust Apple PodcastsShow page
- [Inevitable](https://millionrounds.com/podcasts/inevitable) 19 Jul 2023 · 54 min Capital Series: Vikram Raju, Morgan Stanley Apple PodcastsShow page
- [Capital Allocators](https://millionrounds.com/podcasts/capital-allocators) 27 Apr 2023 · 39 min Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311) Apple PodcastsShow page

## Quick answers about Morgan Stanley Investment Management

### What does Morgan Stanley Investment Management invest in?

Morgan Stanley Investment Management invests most often at Venture and Debt (49% of the rounds on record), in sectors such as Bank, Finserv and Banking.

### How active is Morgan Stanley Investment Management?

288 investments on record, 53 of them in the last 12 months, and it led 10. The most recent was in Oct 2026.

### What has Morgan Stanley Investment Management invested in recently?

Its most recent investments on record: Kalshi (Series G, Oct 2026), Tenstorrent (Series E, Oct 2026) and Stord (Debt, Oct 2026).

### How big are Morgan Stanley Investment Management's cheques?

The median round it joins is $56M. It says it writes cheques of $250K to $250K.

### Does Morgan Stanley Investment Management lead rounds?

Sometimes: it led 10 of its 288 investments on record (3%).

### Where does Morgan Stanley Investment Management invest?

Most of the companies it backs are in the United States (70%), the United Kingdom (8%) and Japan (8%).

### Is Morgan Stanley Investment Management investing now?

Yes: it is actively investing, with 53 investments in the last 12 months.

### Who does Morgan Stanley Investment Management invest alongside?

Most often Goldman Sachs (27 rounds together), Citibank (16 rounds together) and T. Rowe Price (15 rounds together).

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