Morgan Stanley
Overview
Counterpoint Global is an active fundamental equity team within Morgan Stanley Investment Management that seeks to make long-term investments in unique, established, and emerging companies globally that it believes have sustainable competitive advantages.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| SpaceX | Jun 2026 | IPO | Lead |
| OpenAI | Oct 2024 | Growth Equity | Co-investor |
| ByteDance | Apr 2019 | Debt | Lead |
| Databricks | Sep 2023 | Series I | Co-investor |
| Anduril Industries | Aug 2024 | Series F | Co-investor |
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Key People
Karma Tshering
Managing Partner
Brian Ellis
Managing Director, Portfolio Manager - Broad Markets Fixed Income
Cathy Corrigan McDermott
Managing Director, Portfolio Manager
CFP® Alton Theodore Davis
Managing Director, Wealth Management Financial Advisor, Senior Portfolio Manager
Deidre Walsh
Managing Director
Jeff Mueller
Managing Director
Matthew King
Managing Director Portfolio Manager
Michael Darley
Managing Director,Portfolio Manager, Family Wealth Director, Financial Advisor
Nick Nocito
Managing Director, Expansion Capital
Pete Chung
Managing Principal, Managing Director, Managing Member
Vikram Raju
Managing Director, Head of Climate Investments, 1GT Platform
Alowi Alimirah
Executive Director - Portfolio Manager
Carl Thompson
Executive Director, Municipal Portfolio Manager
CFP® Michael Romance
Executive Director, Senior Portfolio Manager, Financial Advisor
CFP® Noah Ennis
Financial Advisor, Executive Director, Senior Portfolio Manager The McGee And Ennis Group
Daniel McElaney
Executive Director Bank Loan Portfolio Manager
For institutional investors. Book with your work email.
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Morgan Stanley based?
Morgan Stanley is headquartered in Menlo Park, California, United States.
When was Morgan Stanley founded?
Morgan Stanley was founded in 1998.
How many portfolio companies does Morgan Stanley have?
Morgan Stanley has 410 portfolio companies in Caplight's dataset.
What are some companies in Morgan Stanley's portfolio?
Portfolio companies visible on Caplight include SpaceX, OpenAI, ByteDance, Databricks, Anduril Industries.
What was Morgan Stanley's most recent investment shown here?
Morgan Stanley's most recent investment in this portfolio sample was in SpaceX in 2026.
What sectors does Morgan Stanley focus on?
Morgan Stanley focuses on Energy & Sustainability, Healthcare & Life Sciences, Enterprise Software, Healthcare & Life Sciences, FinTech, Telecommunications & Networking, Healthcare & Life Sciences, Real Estate & PropTech, FinTech, Consumer & Commerce, Real Estate & PropTech, Consumer & Commerce, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, Healthcare & Life Sciences, Consumer & Commerce, Consumer & Commerce, Consumer & Commerce, Energy & Sustainability, Healthcare & Life Sciences, Telecommunications & Networking, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, Consumer & Commerce, Consumer & Commerce, Frontier & Industrial Tech, Real Estate & PropTech, Consumer & Commerce, Healthcare & Life Sciences, FinTech, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Energy & Sustainability, Healthcare & Life Sciences, Consumer & Commerce, Real Estate & PropTech, Consumer & Commerce, Consumer & Commerce, Healthcare & Life Sciences, Consumer & Commerce, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, Healthcare & Life Sciences, Media, Entertainment & Gaming, Consumer & Commerce, FinTech, Consumer & Commerce, Consumer & Commerce, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Media, Entertainment & Gaming, FinTech, Healthcare & Life Sciences, Consumer & Commerce, FinTech, Consumer & Commerce, Consumer & Commerce, Healthcare & Life Sciences, FinTech, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, FinTech, Healthcare & Life Sciences, Real Estate & PropTech, FinTech, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, Consumer & Commerce, Mobility, Transportation & Logistics, Telecommunications & Networking, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Enterprise Software, Healthcare & Life Sciences, FinTech, Telecommunications & Networking, Healthcare & Life Sciences, FinTech, Media, Entertainment & Gaming, Consumer & Commerce, Enterprise Software, Mobility, Transportation & Logistics, Mobility, Transportation & Logistics, Enterprise Software, Healthcare & Life Sciences, Consumer & Commerce, Telecommunications & Networking, Healthcare & Life Sciences, FinTech, FinTech, Mobility, Transportation & Logistics, Real Estate & PropTech, FinTech, Healthcare & Life Sciences, FinTech, Frontier & Industrial Tech, Mobility, Transportation & Logistics, Mobility, Transportation & Logistics, FinTech, Telecommunications & Networking, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, Energy & Sustainability, Real Estate & PropTech, FinTech, Mobility, Transportation & Logistics, FinTech, Healthcare & Life Sciences, FinTech, Healthcare & Life Sciences, Energy & Sustainability, Mobility, Transportation & Logistics, Energy & Sustainability, AI, Data & Cloud Infrastructure, FinTech, Healthcare & Life Sciences, Energy & Sustainability, Consumer & Commerce, Mobility, Transportation & Logistics, Telecommunications & Networking, FinTech, Consumer & Commerce, Consumer & Commerce, Frontier & Industrial Tech, Energy & Sustainability, Consumer & Commerce, FinTech, FinTech, FinTech, Mobility, Transportation & Logistics, Enterprise Software, Energy & Sustainability, AI, Data & Cloud Infrastructure, Consumer & Commerce, FinTech, Frontier & Industrial Tech, FinTech, Media, Entertainment & Gaming, Frontier & Industrial Tech, Healthcare & Life Sciences, Consumer & Commerce, FinTech, Healthcare & Life Sciences, Consumer & Commerce, Consumer & Commerce, Cybersecurity, Energy & Sustainability, Cybersecurity, Consumer & Commerce, Healthcare & Life Sciences, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, FinTech, Mobility, Transportation & Logistics, Consumer & Commerce, Energy & Sustainability, FinTech, Consumer & Commerce, Frontier & Industrial Tech, Crypto & Web3, Mobility, Transportation & Logistics, FinTech, Cybersecurity, Enterprise Software, Healthcare & Life Sciences, Healthcare & Life Sciences, FinTech, Media, Entertainment & Gaming, Crypto & Web3, Healthcare & Life Sciences, Consumer & Commerce, FinTech, Enterprise Software, Telecommunications & Networking, Energy & Sustainability, Mobility, Transportation & Logistics, Consumer & Commerce, Media, Entertainment & Gaming, Healthcare & Life Sciences, Consumer & Commerce, Healthcare & Life Sciences, Energy & Sustainability, Frontier & Industrial Tech, Telecommunications & Networking, FinTech, Cybersecurity, Consumer & Commerce, Consumer & Commerce, Cybersecurity, Frontier & Industrial Tech, Healthcare & Life Sciences, Cybersecurity, Enterprise Software, Healthcare & Life Sciences, Frontier & Industrial Tech, Healthcare & Life Sciences, Enterprise Software, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, FinTech, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, FinTech, Frontier & Industrial Tech, FinTech, Frontier & Industrial Tech, FinTech, Frontier & Industrial Tech, Enterprise Software, Consumer & Commerce, Cybersecurity, Frontier & Industrial Tech, Energy & Sustainability, Healthcare & Life Sciences, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Healthcare & Life Sciences, Healthcare & Life Sciences, Healthcare & Life Sciences, Enterprise Software, AI, Data & Cloud Infrastructure, FinTech, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Consumer & Commerce, Media, Entertainment & Gaming, FinTech, Crypto & Web3, AI, Data & Cloud Infrastructure, Consumer & Commerce, Crypto & Web3, Cybersecurity, FinTech, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Consumer & Commerce, FinTech, Healthcare & Life Sciences, Cybersecurity, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Cybersecurity, Cybersecurity, Enterprise Software, Frontier & Industrial Tech, FinTech, Media, Entertainment & Gaming, AI, Data & Cloud Infrastructure, Consumer & Commerce, FinTech, FinTech, Frontier & Industrial Tech, FinTech, Enterprise Software, FinTech, Energy & Sustainability, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Enterprise Software, FinTech, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, FinTech, AI, Data & Cloud Infrastructure, Enterprise Software, Frontier & Industrial Tech, FinTech, Enterprise Software, Enterprise Software, FinTech, Enterprise Software, Healthcare & Life Sciences, Mobility, Transportation & Logistics, AI, Data & Cloud Infrastructure, Energy & Sustainability, Enterprise Software, Telecommunications & Networking, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Consumer & Commerce, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Frontier & Industrial Tech, FinTech, Healthcare & Life Sciences, Consumer & Commerce, Consumer & Commerce, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Media, Entertainment & Gaming, Energy & Sustainability, AI, Data & Cloud Infrastructure, Consumer & Commerce, Healthcare & Life Sciences, FinTech, Enterprise Software, FinTech, Enterprise Software, Enterprise Software, Enterprise Software, FinTech, AI, Data & Cloud Infrastructure, Energy & Sustainability, Enterprise Software, Enterprise Software, FinTech, Real Estate & PropTech, FinTech, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, Enterprise Software, Consumer & Commerce, Healthcare & Life Sciences, Enterprise Software, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, Consumer & Commerce, Telecommunications & Networking, Enterprise Software, Healthcare & Life Sciences, Energy & Sustainability, Healthcare & Life Sciences, Enterprise Software, Frontier & Industrial Tech, Frontier & Industrial Tech, Enterprise Software, AI, Data & Cloud Infrastructure, Media, Entertainment & Gaming, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Media, Entertainment & Gaming, Frontier & Industrial Tech, Healthcare & Life Sciences, Frontier & Industrial Tech, Frontier & Industrial Tech, Mobility, Transportation & Logistics, Energy & Sustainability, Enterprise Software, Consumer & Commerce, Enterprise Software, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, Media, Entertainment & Gaming, Frontier & Industrial Tech, Media, Entertainment & Gaming, FinTech, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, FinTech, Consumer & Commerce, Energy & Sustainability, Cybersecurity, Enterprise Software, Telecommunications & Networking, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Enterprise Software, Consumer & Commerce, Enterprise Software, AI, Data & Cloud Infrastructure, Consumer & Commerce, Enterprise Software, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, FinTech, Enterprise Software, Mobility, Transportation & Logistics, Cybersecurity, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Telecommunications & Networking, Consumer & Commerce, Mobility, Transportation & Logistics, FinTech, Cybersecurity, Energy & Sustainability, Cybersecurity, Mobility, Transportation & Logistics, Enterprise Software, FinTech, Real Estate & PropTech, Frontier & Industrial Tech, Consumer & Commerce, Media, Entertainment & Gaming, Real Estate & PropTech, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Media, Entertainment & Gaming, Consumer & Commerce, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Enterprise Software, Energy & Sustainability, Mobility, Transportation & Logistics, Consumer & Commerce, AI, Data & Cloud Infrastructure, Enterprise Software, FinTech, Frontier & Industrial Tech, Enterprise Software, Telecommunications & Networking, Enterprise Software, Cybersecurity, Healthcare & Life Sciences, Mobility, Transportation & Logistics, Telecommunications & Networking, Consumer & Commerce, Frontier & Industrial Tech, Media, Entertainment & Gaming, Frontier & Industrial Tech, Energy & Sustainability, Enterprise Software, Cybersecurity, Enterprise Software, Frontier & Industrial Tech, Consumer & Commerce, FinTech, FinTech, Enterprise Software, Real Estate & PropTech, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, Consumer & Commerce, Enterprise Software, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Consumer & Commerce, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, Media, Entertainment & Gaming, Enterprise Software, Consumer & Commerce, AI, Data & Cloud Infrastructure, Enterprise Software, Media, Entertainment & Gaming, Mobility, Transportation & Logistics, Real Estate & PropTech, FinTech, Enterprise Software, Enterprise Software, Mobility, Transportation & Logistics, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Consumer & Commerce, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, FinTech, Mobility, Transportation & Logistics, Mobility, Transportation & Logistics, Mobility, Transportation & Logistics, Enterprise Software, FinTech, Enterprise Software, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, Media, Entertainment & Gaming, Enterprise Software, Media, Entertainment & Gaming, Frontier & Industrial Tech, Cybersecurity, Real Estate & PropTech, Consumer & Commerce, Media, Entertainment & Gaming, Healthcare & Life Sciences, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Real Estate & PropTech, Enterprise Software, Crypto & Web3, Consumer & Commerce, Energy & Sustainability, Consumer & Commerce, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Real Estate & PropTech, Enterprise Software, Cybersecurity, Energy & Sustainability, Real Estate & PropTech, Mobility, Transportation & Logistics, Energy & Sustainability, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Enterprise Software, Consumer & Commerce, Mobility, Transportation & Logistics, Consumer & Commerce, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, FinTech, Energy & Sustainability, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Healthcare & Life Sciences, Consumer & Commerce, AI, Data & Cloud Infrastructure, Media, Entertainment & Gaming, FinTech, Real Estate & PropTech, AI, Data & Cloud Infrastructure, Enterprise Software, Consumer & Commerce, Enterprise Software, Healthcare & Life Sciences, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, FinTech, Enterprise Software, Frontier & Industrial Tech, Mobility, Transportation & Logistics, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Telecommunications & Networking, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Mobility, Transportation & Logistics, Energy & Sustainability, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Consumer & Commerce, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Real Estate & PropTech, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, Real Estate & PropTech, Enterprise Software, Enterprise Software, Real Estate & PropTech, Enterprise Software, Frontier & Industrial Tech, Consumer & Commerce, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, Consumer & Commerce, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Telecommunications & Networking, AI, Data & Cloud Infrastructure, Enterprise Software, Mobility, Transportation & Logistics, Frontier & Industrial Tech, Energy & Sustainability, Real Estate & PropTech, Consumer & Commerce, Healthcare & Life Sciences, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Energy & Sustainability, Enterprise Software, Telecommunications & Networking, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, FinTech, Media, Entertainment & Gaming, Frontier & Industrial Tech, FinTech, Consumer & Commerce, Energy & Sustainability, Mobility, Transportation & Logistics, Frontier & Industrial Tech, Consumer & Commerce, Real Estate & PropTech, Consumer & Commerce, Frontier & Industrial Tech, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, FinTech, Enterprise Software, Mobility, Transportation & Logistics, Consumer & Commerce, Frontier & Industrial Tech, Consumer & Commerce, Consumer & Commerce, Enterprise Software, Telecommunications & Networking, Mobility, Transportation & Logistics, Consumer & Commerce, Consumer & Commerce, Media, Entertainment & Gaming, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, Frontier & Industrial Tech, Mobility, Transportation & Logistics, Enterprise Software, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, Frontier & Industrial Tech, Energy & Sustainability, Energy & Sustainability, Frontier & Industrial Tech, Enterprise Software, FinTech, FinTech, Consumer & Commerce, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Enterprise Software, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, Consumer & Commerce, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, Enterprise Software, Consumer & Commerce, Consumer & Commerce, Enterprise Software, Mobility, Transportation & Logistics, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Mobility, Transportation & Logistics, Real Estate & PropTech, FinTech, Mobility, Transportation & Logistics, Media, Entertainment & Gaming, Real Estate & PropTech, Energy & Sustainability, Enterprise Software, AI, Data & Cloud Infrastructure, Consumer & Commerce, Energy & Sustainability, Consumer & Commerce, Enterprise Software, Energy & Sustainability, Frontier & Industrial Tech, Consumer & Commerce, FinTech, Enterprise Software, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Enterprise Software, Consumer & Commerce, Media, Entertainment & Gaming, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Real Estate & PropTech, Consumer & Commerce, Consumer & Commerce, Consumer & Commerce, Crypto & Web3, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Consumer & Commerce, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Enterprise Software, Mobility, Transportation & Logistics, Consumer & Commerce, Energy & Sustainability, AI, Data & Cloud Infrastructure, Media, Entertainment & Gaming, AI, Data & Cloud Infrastructure, Consumer & Commerce, Energy & Sustainability, FinTech.
What company stages does Morgan Stanley focus on?
Morgan Stanley typically invests at the MultiStage stage.
What is Morgan Stanley's AUM?
Morgan Stanley's assets under management are estimated at over $100.0B.