Morgan Stanley Aip Gp LP

RIASEC RegisteredEst. 2001
Total AUM
$40.9B
Discretionary
$40.1B
98% of AUM
Avg account
$205M
Accounts
199
Employees
200
Advisory reps
2

Firm details

Headquarters
W Cnshohocken, Pennsylvania
CRD number
117050
Registered since
December 17, 2001
Custodians
THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles79.21%
  • Corporations / Businesses9.82%
  • Investment Companies4.84%
  • Pension & Profit Sharing Plans2.04%
  • Insurance Companies1.68%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Morgan Stanley Aip Gp LP is a limited partnership registered with the SEC in 2001 that functions as a private-equity and other fund provider within the Morgan Stanley ecosystem. The firm provides portfolio management across multiple client types — individuals and families as well as institutional investors — and operates in a variety of advisory roles including management of pooled vehicles, selection of other advisers, and portfolio management for businesses and investment companies. It is registered as a CPO/CTA and reports additional industry affiliations such as broker-dealer relationships, trust and banking connections, and sponsor/GP roles for pooled vehicles. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, and the firm identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 82%, Other 9%, Exchange Traded Equities 3%, Public Funds/Mutual Funds 2%, Cash & Cash Equivalents 2%, Sovereign Bonds 1%, Investment Grade Corp Bonds 1%82%
  • Private Funds82%
  • Other9%
  • Exchange Traded Equities3%
  • Public Funds/Mutual Funds2%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Kara Fricke

    Kara Fricke

    Executive DirectorCRD 6525109

  • Christopher Smock

    Executive DirectorCRD 5690435

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

W Cnshohocken, PA

Montgomery

Location

W Cnshohocken, PA

Headquartered in W Cnshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
100 Front St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth