Morgan Stanley Aip Gp LP (West Conshohocken)

Name: Morgan Stanley Aip Gp LP
Address: 100 Front Street, West Conshohocken, PA, 19428
Telephone: 610-260-7600

Morgan Stanley Aip Gp LP is a large advisory firm based in West Conshohocken. It manages $20.27 billion of regulatory assets for 221 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Morgan Stanley Aip Gp provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Morgan Stanley Aip Gp: assets under management

The assets under management (AUM) of Morgan Stanley Aip Gp LP is $20.27 billion. The firm's AUM has grown by 2656% since the beginning of its operation, and $6.86 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $19.58 billion in discretionary accounts and $687.24 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $97.43 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $34.36 million.

Morgan Stanley Aip Gp has custody of $13.42 billion in cash and securities for 116 clients in total and its related person acts as a qualified custodian.

Investments

The firm invests in pooled investment vehicles the most. They account for 75% of the total AUM. The second-largest asset type is other assets, which make up 18% of the firm’s portfolio. Investments in exchange traded securities form 5% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Morgan Stanley Aip Gp LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Morgan Stanley Aip Gp serves?

The firm provides services to insurance companies, investment companies, charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and sovereign wealth funds and foreign official institutions. The largest group of clients of Morgan Stanley Aip Gp is pooled investment vehicles with 127 clients and $16.28 billion of assets under management. Among the 10 most similar advisory firms, Morgan Stanley Aip Gp has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $20.24 billion for 218 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 36% of the firm’s clients are foreign persons or businesses.

Morgan Stanley Aip Gp also advises several private funds. Namely, fourteen hedge funds, three real estate funds, three other private funds, and thirty nine private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $460,000,000.

Careers at Morgan Stanley Aip Gp LP

The company employs 225 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. 21 employees are registered as investment adviser representatives with the state securities authorities.

There are 11 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

John Spencer Coates has served as the Chief Investment Officer since 1 Nov 2000. Stefanie Vanessa Chang Yu joined the executive team most recently as the General Counsel And Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bernard Vincent Peterson	Chief legal officer	1 Sep 2000	Other	4278347
Morgan Stanley Alternative Investments Llc	General partner of registrant	1 Nov 2000	75% - 100%	23-306088
Morgan Stanley Investment Management Inc.	Limited partner of registrant	1 Nov 2000	75% - 100%	110353
Mas Capital Management Partners Lp	100% owner	1 Nov 2000	75% - 100%	23-3041851
Rufus Putnam Coes	Chief operating officer	1 Nov 2000	Other	2531293
Paul Anthony Frick	Chief compliance officer	1 Nov 2000	Other	1610381
John Spencer Coates	Chief investment officer	1 Nov 2000	Other	4181115
Morgan Stanley Alternative Investments Inc.	General partner of registrant	1 Nov 2000	75% - 100%	23-3041851
Arthur Jason Lev	Chief legal officer	1 Nov 2001	Other	2760145
James Peter Wallin	Chief compliance officer	1 Jan 2002	Other	1228876
Barry Fink	Chief legal officer	1 Jul 2002	Other	1568039
Jeffrey Hiller	Managing director and global director of compliance	1 Oct 2002	Other	2612970
Cory Scott Pulfrey	Chief investment officer, private markets team & sr. administrative officer	1 Mar 2003	Other	4181124
J Baesel	Chief investment officer, liquid markets team	1 Mar 2003	Other	1676706
Jerome Baesel	Chief investment officer, liquid markets team	1 Mar 2003	Other	1676706
Alastair Altham	Chief administrative officer	1 Sep 2003	Other	4781273
Carsten Otto	Executive director & chief compliance officer	1 Jun 2004	Other	2688833
Arthur Jason Lev	Chief legal officer	1 Dec 2006	Other	2760145
Melissa Marasigan Chia	Chief compliance officer	1 Feb 2009	Other	2326117
Jacques P Chappuis	Business head	1 Jul 2009	Other	1908265
Mary Jane Maloney	Chief compliance officer	1 Feb 2010	Other	4602798
Christopher Leroy Odell	Chief legal officer	1 Nov 2010	Other	3149189
Arthur Jason Lev	Business head	1 Feb 2013	Other	2760145
Stefanie Vanessa Chang Yu	Chief compliance officer & managing director	1 Jan 2014	Other	2983493
Timothy John Knierim	Chief compliance officer and managing director	1 Sep 2014	Other	4746062
Timothy John Knierim	Chief compliance officer & executive officer	1 Oct 2014	Other	4746062
Edmond N Moriarty	Business head	1 Apr 2015	Other	1744318
Stefanie Vanessa Chang Yu	General counsel and vice president	1 Oct 2018	Other	2983493

Indirect Owners

The SEC currently registers 14 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Morgan Stanley Investment Management Holdings Inc.	General partner of morgan stanley investments lp	1 Jan 1996	75% - 100%	13-3846525
Inc. Morgan Stanley Investment Management	Beneficial partner	1 Jan 1996	75% - 100%	13-3040307
Morgan Stanley Investment Management Inc.	Beneficial partner	1 Jan 1996	75% - 100%	13-3040307
Weyerhaeuser Company	100% owner of gryphon asset management inc.	1 Jul 1996	75% - 100%	91-0470860
Gryphon Asset Management Inc.	Managing member of gryphon holding llc	1 Jul 1996	75% - 100%	99-9999999
Morgan Stanley	100% owner of morgan stanley investment management inc.	1 May 1997	75% - 100%	36-3145972
Morgan Stanley Alternative Investmetns Gp Inc.	General partner of morgan stanley dean witter aip gp lp	1 Oct 2000	Other	23-3060884
Morgan Stanley Alternative Investments Gp Inc.	General partner of morgan stanley aip gp lp	1 Oct 2000	Other	23-3060884
Morgan Stanley Alternative Investments Inc.	General partner of morgan stanley aip gp lp	1 Oct 2000	Other	23-3060884
Morgan Stanley Investments Lp	General partner of mas capital management partners lp	1 Nov 2000	75% - 100%	23-1744122
Gryphon Holdings Llc	50% limited partner interest in mas capital management partners lp	1 Nov 2000	50% - 75%	99-9999999
Morgan Stanley Investment Management Inc.	Parent of morgan stanley alernative investments llc	1 Jul 2005	75% - 100%	13-3040307
Morgan Stanley Investment Management Inc.	Parent of morgan stanley alernative investments llc	1 Oct 2010	75% - 100%	13-3040307
Llc Morgan Stanley Capital Managment	Parent of morgan stanley investment management inc.	1 Jun 2017	75% - 100%	11-3658445

Based in West Conshohocken

The principal office where Morgan Stanley Aip Gp LP performs its advisory services is located at 100 Front Street, West Conshohocken, PA 19428, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-260-7600. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at morganstanley.com/aip.