DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Morgan Stanley Aip Gp LP
Latest filing Aug 7, 2026
First filing on the tape Nov 18, 2011 · 45 filings
SEC status approved since Dec 17, 2001
RAUM
$41B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
1.1%
$468M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
200
169 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
107
reported on Schedule D
History
45 filings and snapshots on the tape
RAUM$41B as of Aug 7, 2026
Mar 30, 2012$11B then
HNW client RAUM$468M as of Aug 7, 2026
Mar 29, 2018$238M then
State-registered IARs (5.B.3)23 as of Aug 7, 2026
Mar 28, 20130 then
Employees (5.A)200 as of Aug 7, 2026
Mar 28, 2013179 then
Private funds107 as of Aug 7, 2026
Mar 30, 201238 then
RAUM +5.7% over the last fiscal year+10% a year over threeIARs 21 to 23
Practice profile
derived from the filing of Aug 7, 2026; every figure names its basis
- RAUM per advisor
- $1.8BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $29.3MderivedHNW RAUM over HNW clients
- Average account
- $205MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 5.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 8.7derivedItem 5.A over advisors
- Advisors per office
- 3.3derived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- +9.5%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
- Custody
- $31B, 119 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- a related person acts as qualified custodian (9.D.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$32B79%
- Corporations and businesses$4.0B9.8%
- Investment companies$2.0B4.8%
- Pension and profit-sharing plans$832M2.0%
- Insurance companies$685M1.7%
- High-net-worth individuals$468M1.1%
- Sovereign wealth funds$258M0.6%
- Charitable organizations$249M0.6%
- Other investment advisers$11.0M0.0%
- Individual clients
- n/areported
- HNW clients
- 16reported
- Pension plan clients
- 4reported
- Charitable clients
- 8reported
- Accounts
- 199reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $31B for 119 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.01 fund_share=0.84 institutional_share=0.05 related_bd=true related_bank=true bd_reps=27.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
126 reported on Schedule D 7.B.(1)
All funds of Morgan Stanley Aip Gp LP
Owners and control persons
Schedule A and B, latest filing
- Vanessa Stefanie Chang Yu · General Counsel And Managing Directorsince 10/2018 · owns less than 5%
- P Christopher Smock · Chief Compliance Officer And Executive Directorsince 11/2022 · owns less than 5%
Entity owners
- Morgan Stanley Alternative Investments LLC · General Partner Of Registrantdirect · owns less than 5%
- Morgan Stanley Investment Management Inc. · Limited Partner Of Registrantdirect · owns 75% or more
- Morgan Stanley · 100% Owner Of Morgan Stanley Investment Management Inc.indirect · owns 75% or more of Morgan Stanley Investment Management Inc. · public reporting company
- Morgan Stanley Capital Managment, LLC · Parent Of Morgan Stanley Investment Management Inc.indirect · owns 75% or more of Morgan Stanley Investment Management Inc.
- Morgan Stanley Investment Management Inc. · Parent Of Morgan Stanley Alernative Investments LLCindirect · owns 75% or more of Morgan Stanley Alternative Investments LLC
Related persons
Schedule D 7.A
- Aip 1gt Fund (Lux), Gp S.A.R.Lpooled vehicle sponsory
- Aip 1gt Fund Gp LPpooled vehicle sponsory
- Aip Asia - Sma Gp LPpooled vehicle sponsory
- Aip Asia - Sma II Slp LPinvestment advisery
- Aip Asia - Sma III Slp LPinvestment advisery
- Aip Brickyard Gp LPpooled vehicle sponsory
- Aip Comprehensive Secondaries I Gp LPpooled vehicle sponsory
- Aip Comprehensive Secondaries II Gp LPpooled vehicle sponsory
- Aip Comprehensive Secondaries III Slp LPinvestment advisery
- Aip Cosmic Slp LPinvestment advisery
- Aip Crystal Sma I Slpinvestment advisery
- Aip Diamond - Sma I Slp LPinvestment advisery
- Aip Dr Slp LPinvestment adviserpooled vehicle sponsory
- Aip Gateway II Gp LPpooled vehicle sponsory
- Aip Global Diversified Alternative V Gp LPpooled vehicle sponsory
- Aip Global Diversified Vi Gp LPpooled vehicle sponsory
- Aip Global Diversified Vii Slp LPinvestment advisery
- Aip Global Impact I Gp LPpooled vehicle sponsory
- Aip Global Income I Gp LPpooled vehicle sponsory
- Aip Global Income II Slp LPinvestment advisery
- Aip Global Venture I Slp LPinvestment advisery
- Aip Granite Sma Gp LPpooled vehicle sponsory
- Aip Mbar Slp LPinvestment advisery
- Aip Mcs Value Slp LPinvestment advisery
- Aip Medyard Gp LPpooled vehicle sponsory
- Aip Nml - Sma Gp LPpooled vehicle sponsory
- Aip Opportunistic Aci I Gp LPpooled vehicle sponsory
- Aip Opportunistic Aci II Slp Gp LPpooled vehicle sponsory
- Aip Opportunistic Aci III Slp LPinvestment advisery
- Aip Opportunistic Alternatives Gp LPpooled vehicle sponsory
Advisers that list Morgan Stanley Aip Gp LP as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY35 employees
- London, United Kingdom18 employees
- Kowloon, Hong Kong4 employees
- Boston, MA1 employees
- Houston, TX1 employees
- Madrid, Spain1 employees
What changed
consecutive filings, newest first
- Private funds · 101 to 107Jul 3, 2025 to Mar 30, 2026
- Accounts · 222 to 199Jul 3, 2025 to Mar 30, 2026
- Advisory employees · 157 to 169Jul 3, 2025 to Mar 30, 2026
- BD registered reps · 25 to 27Jul 3, 2025 to Mar 30, 2026
- Charity clients · 9 to 8Jul 3, 2025 to Mar 30, 2026
- HNW clients · 21 to 16Jul 3, 2025 to Mar 30, 2026
- Pooled vehicle clients · 138 to 124Jul 3, 2025 to Mar 30, 2026
- Assets in custody · $29B to $31BJul 3, 2025 to Mar 30, 2026
- Employees · 191 to 200Jul 3, 2025 to Mar 30, 2026
- State-registered IARs · 21 to 23Jul 3, 2025 to Mar 30, 2026
- Discretionary RAUM · $38B to $40BJul 3, 2025 to Mar 30, 2026
- HNW RAUM · $453M to $468MJul 3, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $662M to $752MJul 3, 2025 to Mar 30, 2026
- Pension RAUM · $819M to $832MJul 3, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $31B to $32BJul 3, 2025 to Mar 30, 2026
- RAUM · $39B to $41BJul 3, 2025 to Mar 30, 2026
- Financial planning clients · 0 to 0Mar 28, 2025 to Jul 3, 2025
- Accounts · 191 to 222Jul 3, 2024 to Mar 28, 2025
- Advisory employees · 150 to 157Jul 3, 2024 to Mar 28, 2025
- BD registered reps · 30 to 25Jul 3, 2024 to Mar 28, 2025
- Charity clients · 10 to 9Jul 3, 2024 to Mar 28, 2025
- Corporate clients · 35 to 36Jul 3, 2024 to Mar 28, 2025
- HNW clients · 20 to 21Jul 3, 2024 to Mar 28, 2025
- Pension plan clients · 5 to 4Jul 3, 2024 to Mar 28, 2025
- Pooled vehicle clients · 108 to 138Jul 3, 2024 to Mar 28, 2025
- Assets in custody · $26B to $29BJul 3, 2024 to Mar 28, 2025
- Employees · 187 to 191Jul 3, 2024 to Mar 28, 2025
- State-registered IARs · 26 to 21Jul 3, 2024 to Mar 28, 2025
- Private funds · 95 to 101Jul 3, 2024 to Mar 28, 2025
- Discretionary RAUM · $34B to $38BJul 3, 2024 to Mar 28, 2025
- HNW RAUM · $479M to $453MJul 3, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $565M to $662MJul 3, 2024 to Mar 28, 2025
- Pension RAUM · $1.2B to $819MJul 3, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $26B to $31BJul 3, 2024 to Mar 28, 2025
- RAUM · $34B to $39BJul 3, 2024 to Mar 28, 2025
- Accounts · 201 to 191Jul 6, 2023 to Mar 28, 2024
- Advisory employees · 142 to 150Jul 6, 2023 to Mar 28, 2024
- Charity clients · 11 to 10Jul 6, 2023 to Mar 28, 2024
- HNW clients · 21 to 20Jul 6, 2023 to Mar 28, 2024
- Pension plan clients · 6 to 5Jul 6, 2023 to Mar 28, 2024
Signals
2 dated events
- Morgan Stanley Aip Gp Lp reported 26 state-registered advisory representatives, up from 16 (2022-02-28 to 2022-03-31)Mar 31, 2022 · Advisor headcount change · derived
- Morgan Stanley Aip Gp Lp reported 15 state-registered advisory representatives, down from 32 (2017-03-31 to 2018-03-29)Mar 29, 2018 · Advisor headcount change · derived
Across DFX
shared identifiers only, never a name match
- Morgan Stanley Aip GP LP · Independent Sponsorsshared crd · capital_provider
- Morgan Stanley Aip GP LP · Private Equityshared crd · organization
- Morgan Stanley Aip GP LP · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Principal office phone
- 610-260-7600reportedpublic record, Form ADV, Aug 7, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Morgan Stanley Aip Gp LP is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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