Morgan Stanley Aip Gp Lp
Answer a few questions and
get matched with an advisor.
Learn more about Morgan Stanley Aip Gp Lp
Overview
Morgan Stanley Aip Gp Lp operates as a financial advisor firm based in Conshohocken, Pennsylvania. The company has $30.4 billion in assets throughout 201 accounts, placing it among the largest firms in the nation by assets under management (AUM). Morgan Stanley Aip Gp Lp has a large team, including 142 financial advisors. Morgan Stanley Aip Gp Lp is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like options, equities and bonds.
Morgan Stanley Aip Gp Lp administers more than half of the firm's client assets on a discretionary basis. Discretionary management is a structure in which transaction decisions for the client's account are made by an investment advisor without needing to seek client permission. Morgan Stanley Aip Gp Lp also has 20 non-discretionary accounts totaling $542.0 million in assets under management. The company administers an average of $151.2 million in assets for every client account. The average financial advisor at Morgan Stanley Aip Gp Lp manages about one client account, making it one of the most individualized firms in the country.
The company's central office is at 100 Front Street, Conshohocken, Pennsylvania 19428. It is legally registered to serve customers throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Morgan Stanley Aip Gp Lp by the Numbers
$30.4 billion
193
201
$151.2 million
Products and Services
Morgan Stanley Aip Gp Lp provides a number of services, which can consist of portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. However, the company did not provide financial planning services to any of its customers in the last fiscal year. The company does sell products or offer services aside from investment advisory services to its clients. Morgan Stanley Aip Gp Lp is affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, trust company and commodity pool advisor.
Core Advisor Services
-
Find a firm that offers this service
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees largely depend on which services the firm provides the client. However, fee types charged by the firm most likely consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm does business with a broad range of investors. It provides services to high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, other investment advisers, insurance companies, sovereign wealth funds, corporations and other. Out of its 201 customers, Morgan Stanley Aip Gp Lp's biggest client is pooled investment vehicles, although it also manages money for 21 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 23% of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 10.55%
- Other Individuals - 0%
- Corporations - 83.92%
- Charitable Organizations - 5.53%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Morgan Stanley Aip Gp Lp does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.