Morgan Stanley Asset & Investment Trust Management Co., Limited (Shibuya Ku, Tokyo)


Morgan Stanley Asset & Investment Trust Management Co., Limited is a large advisory firm based in Shibuya Ku, Tokyo. It manages $3.25 billion of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2003.

Morgan Stanley Asset & Investment Trust Management Co., Limited provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Morgan Stanley Asset & Investment Trust Management Co., Limited: assets under management

The assets under management (AUM) of Morgan Stanley Asset & Investment Trust Management Co., Limited is $3.25 billion. The firm's AUM has grown by 242% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.65 billion in discretionary accounts and $599 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $34.46 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $199.67 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Morgan Stanley Asset & Investment Trust Management Co., Limited for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Morgan Stanley Beneficial owner 1 Feb 1987 75% - 100% 36-3145972

Based in Shibuya Ku, Tokyo

The principal office where Morgan Stanley Asset & Investment Trust Management Co., Limited performs its advisory services is located at Yebisu Garden Place Tower, Shibuya Ku, Tokyo, 150 6009, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +81-3-5424-6280 or by fax +81-3-5424-5199. The normal business hours are 9:00am-5:30pm on Monday - Friday. You can find more information about the New York firm at www.morganstanley.co.jp/im/index_e.html.