Parametric (Morgan Stanley)
Custom Extension
OpenAdvisor and platform access.
- Assets
- Not disclosed
- Fee a year
- Not disclosed
- Minimum
- Not disclosed
- Tracking error
- Not disclosed
- Investors
- Not disclosed
- Open to
- Not disclosed
- Leverage
- 130/30, 145/45, 200/100
- Lock-up
- None (SMA)
- Holdings
- Not disclosed
- Benchmark
- Not disclosed
- Custodians
- Not disclosed
- Access
- Through an advisor, on advisor platforms
- Launched
- Not disclosed
- Assets, in detail
- Not broken out. Parametric Form ADV (2025-12-31) reports $684.8B RAUM for the whole firm. Its SMA leverage table mixes derivative overlays with long/short accounts, so Custom Extension assets cannot be separated. Cerulli: Morgan Stanley (parent of Parametric) is one of five managers (with Nuveen, Invesco, Natixis, and Franklin Templeton) that together had about $4B in retail long/short SMAs (Q1 2026).
- Fee schedule
- Not published.
- Other costs
- Short-sale financing and borrow costs are extra.
- Tracking error, method
- Not disclosed.
Parametric (Morgan Stanley), all products
- 2025-12$685BParametric Form ADV RAUM, all products (provider-level)
Sources
Checked 2026-10. Confidence: low.
Where to get it
The same product costs a different amount through each door. The all-in fee adds the access provider's own fee to the product fee. Placement fees, financing, and fund expenses are extra.
No access provider in our data names this product yet.
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