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morganstanley.com

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Investments

455

Portfolio Exits

146

Funds

26

Partners & Customers

10

About Morgan Stanley

Morgan Stanley is a global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 600 offices in 37 countries.

Morgan Stanley Headquarter Location

1585 Broadway 30th Floor

New York, New York, 10036,

United States

212-761-4000

Predict your next investment

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Expert Collections containing Morgan Stanley

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Find Morgan Stanley in 6 Expert Collections, including Vitamin & Supplement Startups.

V

Vitamin & Supplement Startups

237 items

U

Unicorns- Billion Dollar Startups

113 items

F

Fortune 500 Investor list

590 items

This is a collection of investors named in the 2019 Fortune 500 list of companies. All CB Insights profiles for active investment arms of a Fortune 500 company are included.

D

Digital Lending

1,584 items

This collection contains companies that provide alternative means for obtaining a loan for personal or business use and companies that provide software to lenders for the application, underwriting, funding or loan collection process.

T

The Edge Computing Landscape

113 items

Edge computing companies facilitate workload deployment in addition to providing data processing and storage at the farthest reaches of the network. These edge computing companies range from data centers at the edge to workload management tools designed to orchestrate edge deploy

F

Fintech

7,431 items

US-based companies

Morgan Stanley Web Traffic

Rank
Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
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Morgan Stanley Rank

Latest Morgan Stanley News

Four big US banks raise dividends after stress tests

Jun 28, 2022

The U.S. FederalReserve said on Thursday the country's largest lenders could easily weather a severe economic downturn, giving them a clean bill of health and paving the way for them to redistribute excess capital to shareholders. Reuters Morgan Stanley headquarters (Image: Bloomberg) Morgan Stanley, Goldman Sachs, Bank of America and Wells Fargo hiked their dividends on Monday after the U.S. banks cleared their annual stress test exerciselast week. The U.S. FederalReserve said on Thursday the country's largest lenders could easily weather a severe economic downturn, giving them a clean bill of health and paving the way for them to redistribute excess capital to shareholders. The results allowed banks to announce higher dividends despite the Fed's test being tougher than in 2021, pushing up some lenders' required capital buffers more than expected. However, JPMorgan & Chase and Citigroup kept their payout flat, as a challenging economic environment may require more capital. Citi will likely give an update on its capital plans at its upcoming earnings on July 15, a source familiar with the situation said. This year's dividend hikes were more subdued than in 2021, a bumper year for big bank capital payouts, after lenders amassed piles of excess cash during the pandemic to cover loan losses that never materialized. Morgan Stanley, for instance, doubled its dividend in June 2021. Under the annual stress test exercise established following the 2007-2009 financial crisis, the Fed assesses how banks' balance sheets would fare against a hypothetical severe economic downturn. The results dictate how much capital banks need to be healthy and how much they can return to shareholders.

Morgan Stanley Investments

455 Investments

Morgan Stanley has made 455 investments. Their latest investment was in Kings 3D Printing as part of their Series D on June 6, 2022.

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Morgan Stanley Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

6/3/2022

Series D

Kings 3D Printing

$34.24M

No

1

5/27/2022

Series A - II

HourWork

$2.5M

Yes

MassMutual, Positive Sum, Relish Works, and Undisclosed Investors

2

5/18/2022

Series D - II

Thought Machine

$106M

No

5

5/13/2022

Series C - II

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10

5/4/2022

Unattributed

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$99M

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10

Date

6/3/2022

5/27/2022

5/18/2022

5/13/2022

5/4/2022

Round

Series D

Series A - II

Series D - II

Series C - II

Unattributed

Company

Kings 3D Printing

HourWork

Thought Machine

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Amount

$34.24M

$2.5M

$106M

$99M

New?

No

Yes

No

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Co-Investors

MassMutual, Positive Sum, Relish Works, and Undisclosed Investors

Sources

1

2

5

10

10

Morgan Stanley Portfolio Exits

146 Portfolio Exits

Morgan Stanley has 146 portfolio exits. Their latest portfolio exit was Alvotech on June 16, 2022.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

6/16/2022

Reverse Merger

$99M

2

3/29/2022

Corporate Majority - P2P

$99M

2

12/22/2021

Acq - Fin

$99M

4

12/7/2021

Acquired

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$99M

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10

10/15/2021

IPO

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$99M

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10

Date

6/16/2022

3/29/2022

12/22/2021

12/7/2021

10/15/2021

Exit

Reverse Merger

Corporate Majority - P2P

Acq - Fin

Acquired

IPO

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

2

2

4

10

10

Morgan Stanley Acquisitions

21 Acquisitions

Morgan Stanley acquired 21 companies. Their latest acquisition was American Financial Systems on June 22, 2022.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

6/22/2022

$99M

Acquired

4

2/10/2022

$99M

Acquired

1

8/2/2021

$99M

Acquired

2

3/1/2021

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$99M

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10

9/30/2020

Other Venture Capital

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$99M

$99M

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10

Date

6/22/2022

2/10/2022

8/2/2021

3/1/2021

9/30/2020

Investment Stage

Other Venture Capital

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$99M

Note

Acquired

Acquired

Acquired

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Sources

4

1

2

10

10

Morgan Stanley Fund History

26 Fund Histories

Morgan Stanley has 26 funds, including North Haven India Infrastructure Partners.

Closing Date

Fund

Fund Type

Status

Amount

Sources

8/5/2020

North Haven India Infrastructure Partners

$104.25M

3

5/4/2020

Alternative Investment Partners Private Markets

$110M

1

4/8/2020

Climate Impact Solutions Fund

$31.2M

3

4/8/2020

Climate Impact Solutions Fund (Cayman)

$99M

10

4/3/2020

North Haven Credit Partners III Offshore Feeder

$99M

10

Closing Date

8/5/2020

5/4/2020

4/8/2020

4/8/2020

4/3/2020

Fund

North Haven India Infrastructure Partners

Alternative Investment Partners Private Markets

Climate Impact Solutions Fund

Climate Impact Solutions Fund (Cayman)

North Haven Credit Partners III Offshore Feeder

Fund Type

Status

Amount

$104.25M

$110M

$31.2M

$99M

$99M

Sources

3

1

3

10

10

Morgan Stanley Partners & Customers

10 Partners and customers

Morgan Stanley has 10 strategic partners and customers. Morgan Stanley recently partnered with Vise on May 5, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

5/26/2022

Partner

United States

Fintech unicorn Vise partners with Morgan Stanley alum’s new RIA aggregator

Vise , a fintech startup that provides advisers with custom indexing and automated portfolio management , is looking to boost growth by partnering with a new RIA aggregator .

1

5/4/2022

Partner

United States

MassBio® Is Pleased to Announce a New Partnership with Morgan Stanley, Providing Even More Services and Value to Its Members - MassBio

Morgan Stanley will provide MassBio members with pre-negotiated pricing to reduce administrative and investment expenses ; a dedicated relationship manager and specialists ; payroll integration with the top payroll providers ; access to a dedicated financial advisor team for assistance with plan design , vendor oversight , among other consulting services ; and access to Morgan Stanley 's employee education resources .

1

5/2/2022

Partner

United Kingdom

crest-logotype-blue Follow us on Twitter Follow us on Youtube Follow us on Facebook Follow us on LinkedIn Follow us on Instagram Kogod MBA candidate Janaya Reid. The Kogod School of Business Fosters Connections, Confidence, and Courage.

She also manages content partners , such as the Zone 's newest partner Morgan Stanley , who is teaming up with them to bring financial wellness tools and educational resources to student-athletes .

1

3/29/2022

Client

United States

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10

3/8/2022

Client

United States

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10

Date

5/26/2022

5/4/2022

5/2/2022

3/29/2022

3/8/2022

Type

Partner

Partner

Partner

Client

Client

Business Partner

Country

United States

United States

United Kingdom

United States

United States

News Snippet

Fintech unicorn Vise partners with Morgan Stanley alum’s new RIA aggregator

Vise , a fintech startup that provides advisers with custom indexing and automated portfolio management , is looking to boost growth by partnering with a new RIA aggregator .

MassBio® Is Pleased to Announce a New Partnership with Morgan Stanley, Providing Even More Services and Value to Its Members - MassBio

Morgan Stanley will provide MassBio members with pre-negotiated pricing to reduce administrative and investment expenses ; a dedicated relationship manager and specialists ; payroll integration with the top payroll providers ; access to a dedicated financial advisor team for assistance with plan design , vendor oversight , among other consulting services ; and access to Morgan Stanley 's employee education resources .

crest-logotype-blue Follow us on Twitter Follow us on Youtube Follow us on Facebook Follow us on LinkedIn Follow us on Instagram Kogod MBA candidate Janaya Reid. The Kogod School of Business Fosters Connections, Confidence, and Courage.

She also manages content partners , such as the Zone 's newest partner Morgan Stanley , who is teaming up with them to bring financial wellness tools and educational resources to student-athletes .

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Sources

1

1

1

10

10

Morgan Stanley Team

330 Team Members

Morgan Stanley has 330 team members, including current Chief Executive Officer, Chief Marketing Officer, Managing Director, Audrey Choi.

Name

Work History

Title

Status

Audrey Choi

Chief Executive Officer, Chief Marketing Officer, Managing Director

Current

James Gorman

Chief Executive Officer

Current

John Cooper

Legg Mason, Invesco, and Putnam Investments

Managing Director

Current

Jonathan Pruzan

Chief Operating Officer, Executive Vice President

Current

Shelley B Leibowitz

World Bank, and RBS Greenwich Capital

Chief Information Officer

Current

Name

Audrey Choi

James Gorman

John Cooper

Jonathan Pruzan

Shelley B Leibowitz

Work History

Legg Mason, Invesco, and Putnam Investments

World Bank, and RBS Greenwich Capital

Title

Chief Executive Officer, Chief Marketing Officer, Managing Director

Chief Executive Officer

Managing Director

Chief Operating Officer, Executive Vice President

Chief Information Officer

Status

Current

Current

Current

Current

Current

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