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Morgan Stanley

Morgan Stanley

Menlo Park, Californiamorganstanley.com

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.

Year Founded

1998

AUM

$1.66T

Portfolio Companies

393

Investments

Morgan Stanley investments
CompanyDateStageLead
HadrianAug 2026Series DCo-investor
imagi EducationJul 2026SeedCo-investor
Arcade Software, Inc.Jun 2026Series ACo-investor
Arcade.devJun 2026Series ACo-investor
RampJun 2026Series F-

Key People

Karma Tshering

Managing Partner

Ashwin Krishnan

Managing Director Portfolio Manager

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

Matthew King

Managing Director Portfolio Manager

Michael Darley

Managing Director,Portfolio Manager, Family Wealth Director, Financial Advisor

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

Ed Greenaway

Executive Director And Portfolio Manager

Mark Rosenthal

Executive Director Senior Portfolio Manager Financial Advisor

Mead Briggs

Executive Director Senior Portfolio Manager, Financial Advisor

Rasika Mundada

Executive Director

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Firmographic Details

HeadquartersMenlo Park, California
Year Founded1998
AUM$1.66T

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