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PMXAX​
HomeStock ScreenerDocument SearchChartingWatchlistsRecent Filings
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  • Home
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PMXAX​
HomeStock ScreenerDocument SearchChartingWatchlistsRecent Filings

Morgan Stanley Private Markets & Alternatives Fund-Balanced(PMXAX)

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Doc SearchProfileEntity StructureFinancialsChartingEmployees

Overview

ProfileEntity Structure

Documents

SEC Filings
Categorized

Morgan Stanley Private Markets & Alternatives Fund-Balanced(PMXAX)

Ask AI
Doc SearchProfileEntity StructureFinancialsChartingEmployees

Overview

ProfileEntity Structure

Documents

SEC Filings
Categorized
Chronological
By Owner

Financials & Metrics

FinancialsChartingEmployees
Chronological
By Owner

Financials & Metrics

FinancialsChartingEmployees

Chronological SEC Filings

Chronological SEC Filings

Non-Ownership Filings(25)

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  • SC TO-ITender offer statement (issuer)01:30PM
  • SC TO-I/ATender offer statement (issuer, amendment)16 Oct
  • 40-17GFidelity bond filing6 Oct
  • SC TO-I/ATender offer statement (issuer, amendment)17 Sep
  • N-PXAnnual report of proxy voting record31 Aug
  • SC TO-ITender offer statement (issuer)14 Aug
  • 486BPOSPost-effective amendment (closed-end investment companies)29 Jul
  • SC TO-I/ATender offer statement (issuer, amendment)28 Jul
  • 424B3Prospectus filing (Rule 424(b)(3))25 Jun
  • N-CENFY 2026ended 31 Mar 202612 Jun
  • SC TO-ITender offer statement (issuer)15 May
  • EFFECTNotice of effectiveness15 May
  • 424B3Prospectus filing (Rule 424(b)(3))14 May
  • N-2/ARegistration statement (closed-end investment companies, amendment)29 Apr
  • N-2/ARegistration statement (closed-end investment companies, amendment)24 Apr
  • N-2/ARegistration statement (closed-end investment companies, amendment)2 Apr
  • N-2/ARegistration statement (closed-end investment companies, amendment)20 Feb
  • SC TO-ITender offer statement (issuer)13 Feb
  • N-2Registration statement (closed-end investment companies)23 Dec 2025
  • D06b22 Jul 2025

Ownership Filings(21)

Expand
  • NPORT-PPortfolio holdings (monthly)31 Aug
  • Form 3Hourihan Brian Thomas1 Jul
  • N-CSRCertified shareholder report9 Jun
  • NPORT-PPortfolio holdings (monthly)1 Jun
  • NPORT-PPortfolio holdings (monthly)27 Feb
  • N-CSRSSemi-annual report (investment companies)8 Dec 2025
  • NPORT-PPortfolio holdings (monthly)1 Dec 2025
  • Form 3Kirkpatrick Taylor4 Nov 2025
  • Form 3Dees Brandon4 Nov 2025
  • Form 3iCapital Fund Advisors LLC3 Jul 2025
  • Form 3Jacobs Stephen Craig17 Jun 2025
  • Form 3Agha Fahd I17 Jun 2025
  • Form 3Scholnick Brett17 Jun 2025
  • Form 3Thome Christopher Wesley17 Jun 2025
  • Form 3Burdick Timothy James10 Jun 2025
  • Form 3Ellenwood Dan10 Jun 2025
  • Form 3Gersten Mark D.9 Jun 2025
  • Form 3Krug Anita K.9 Jun 2025
  • Form 3Russell Christopher John9 Jun 2025
  • Form 3VERONIS NICHOLAS8 Apr 2025

Non-Ownership Filings(25)

Expand
  • SC TO-ITender offer statement (issuer)01:30PM
  • SC TO-I/ATender offer statement (issuer, amendment)16 Oct
  • 40-17GFidelity bond filing6 Oct
  • SC TO-I/ATender offer statement (issuer, amendment)17 Sep
  • N-PXAnnual report of proxy voting record31 Aug
  • SC TO-ITender offer statement (issuer)14 Aug
  • 486BPOSPost-effective amendment (closed-end investment companies)29 Jul
  • SC TO-I/ATender offer statement (issuer, amendment)28 Jul
  • 424B3Prospectus filing (Rule 424(b)(3))25 Jun
  • N-CENFY 2026ended 31 Mar 202612 Jun
  • SC TO-ITender offer statement (issuer)15 May
  • EFFECTNotice of effectiveness15 May
  • 424B3Prospectus filing (Rule 424(b)(3))14 May
  • N-2/ARegistration statement (closed-end investment companies, amendment)29 Apr
  • N-2/ARegistration statement (closed-end investment companies, amendment)24 Apr
  • N-2/ARegistration statement (closed-end investment companies, amendment)2 Apr
  • N-2/ARegistration statement (closed-end investment companies, amendment)20 Feb
  • SC TO-ITender offer statement (issuer)13 Feb
  • N-2Registration statement (closed-end investment companies)23 Dec 2025
  • D06b22 Jul 2025

Ownership Filings(21)

Expand
  • NPORT-PPortfolio holdings (monthly)31 Aug
  • Form 3Hourihan Brian Thomas1 Jul
  • N-CSRCertified shareholder report9 Jun
  • NPORT-PPortfolio holdings (monthly)1 Jun
  • NPORT-PPortfolio holdings (monthly)27 Feb
  • N-CSRSSemi-annual report (investment companies)8 Dec 2025
  • NPORT-PPortfolio holdings (monthly)1 Dec 2025
  • Form 3Kirkpatrick Taylor4 Nov 2025
  • Form 3Dees Brandon4 Nov 2025
  • Form 3iCapital Fund Advisors LLC3 Jul 2025
  • Form 3Jacobs Stephen Craig17 Jun 2025
  • Form 3Agha Fahd I17 Jun 2025
  • Form 3Scholnick Brett17 Jun 2025
  • Form 3Thome Christopher Wesley17 Jun 2025
  • Form 3Burdick Timothy James10 Jun 2025
  • Form 3Ellenwood Dan10 Jun 2025
  • Form 3Gersten Mark D.9 Jun 2025
  • Form 3Krug Anita K.9 Jun 2025
  • Form 3Russell Christopher John9 Jun 2025
  • Form 3VERONIS NICHOLAS8 Apr 2025