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Investments

8

Portfolio Exits

1

Funds

8

About Morgan Stanley Investment Management

Morgan Stanley Investment Management provides long-term investment performance, service and a suite of investment management solutions to a client base, which includes governments, institutions, corporations, and individuals.

Morgan Stanley Investment Management Headquarter Location

1585 Broadway

New York, New York, 10036,

United States

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Latest Morgan Stanley Investment Management News

Morgan Stanley Investment Management raises USD1.6bn for North Haven Credit Partners III

Aug 4, 2021

Submitted Morgan Stanley Investment Management has raised USD1.6 billion for North Haven Credit Partners III (NHCP III), exceeding its original fundraising target by 29 per cent. Investors in NHCP III, the successor fund to North Haven Credit Partners II, include public and private pension funds, sovereign wealth funds, insurance companies and individual investors. The Fund, managed by the Morgan Stanley Private Credit team, will focus primarily on junior capital investments in private North American businesses including 2nd lien debt, mezzanine debt, preferred equity and special situations. “We are pleased with the strong support for NHCP III from new and returning investors which expands our substantial Private Credit business to over USD10 billion in investable assets including anticipated leverage,” says David N Miller, Head of Global Private Credit and Equity for Morgan Stanley Investment Management. “This latest offering builds on our long and successful tenure in the asset class as a flexible capital-solutions provider to the middle market.” “We believe the Fund holds certain significant competitive advantages by having access to the Morgan Stanley network for deal sourcing, investment research, and due diligence,” adds Henry “Hank” D’Alessandro, Co-Portfolio Manager of NHCP III. “Coupled with a track record of investing across market cycles and optionality to hold publicly traded debt instruments during periods of dislocation, we believe NHCP III is uniquely positioned to deliver results to clients.” “Our ability to structure and invest across the capital structure is a key differentiator within the private credit ecosystem,” says Ashwin Krishnan, Co-Portfolio Manager of NHCP III. “To date, we have already deployed more than 20 per cent of the Fund’s capital in investments that vary by size, sector and structure, reflecting our flexible approach to credit investing.”

Morgan Stanley Investment Management Investments

8 Investments

Morgan Stanley Investment Management has made 8 investments. Their latest investment was in CMX as part of their Series A on May 5, 2021.

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Morgan Stanley Investment Management Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

5/26/2021

Series A

CMX

$50M

Yes

1

3/19/2021

Series C

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$99M

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10

2/8/2021

Private Equity

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$99M

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10

1/12/2021

Series B

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$99M

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10

12/17/2020

Private Equity

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$99M

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10

Date

5/26/2021

3/19/2021

2/8/2021

1/12/2021

12/17/2020

Round

Series A

Series C

Private Equity

Series B

Private Equity

Company

CMX

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Amount

$50M

$99M

$99M

$99M

$99M

New?

Yes

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Co-Investors

Sources

1

10

10

10

10

Morgan Stanley Investment Management Portfolio Exits

1 Portfolio Exit

Morgan Stanley Investment Management has 1 portfolio exit. Their latest portfolio exit was Tendril on July 15, 2019.

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

7/15/2019

Merger

3

Date

7/15/2019

Exit

Merger

Companies

Valuation

Acquirer

Sources

3

Morgan Stanley Investment Management Acquisitions

1 Acquisition

Morgan Stanley Investment Management acquired 1 company. Their latest acquisition was Tendril on December 04, 2018.

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

12/4/2018

Acq - Fin

$176.77M

Acq - Fin

2

Date

12/4/2018

Investment Stage

Acq - Fin

Companies

Valuation

Total Funding

$176.77M

Note

Acq - Fin

Sources

2

Morgan Stanley Investment Management Fund History

8 Fund Histories

Morgan Stanley Investment Management has 8 funds, including AIP Private Markets Climate Change Fund.

Closing Date

Fund

Fund Type

Status

Amount

Sources

5/4/2020

AIP Private Markets Climate Change Fund

$110M

1

12/27/2019

Morgan Stanley Direct Lending Fund

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$99M

10

12/12/2018

North Haven Tactical Value Fund

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$99M

10

10/24/2018

North Haven Thai Private Equity

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$99M

10

1/8/2018

Morgan Stanley Alternative Investment Partners Private Equity Co-Investment Fund I

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$99M

10

Closing Date

5/4/2020

12/27/2019

12/12/2018

10/24/2018

1/8/2018

Fund

AIP Private Markets Climate Change Fund

Morgan Stanley Direct Lending Fund

North Haven Tactical Value Fund

North Haven Thai Private Equity

Morgan Stanley Alternative Investment Partners Private Equity Co-Investment Fund I

Fund Type

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Status

Amount

$110M

$99M

$99M

$99M

$99M

Sources

1

10

10

10

10

Morgan Stanley Investment Management Team

3 Team Members

Morgan Stanley Investment Management has 3 team members, including current Managing Director, Yingjie (Christina) Zhong.

Name

Work History

Title

Status

Yingjie (Christina) Zhong

Managing Director

Current

Burak Alici

Managing Director

Former

Srinivasa Rao Aluri

ICICI Venture, and Ranbaxy

Managing Director

Former

Name

Yingjie (Christina) Zhong

Burak Alici

Srinivasa Rao Aluri

Work History

ICICI Venture, and Ranbaxy

Title

Managing Director

Managing Director

Managing Director

Status

Current

Former

Former

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