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.
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 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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
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.