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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: West Conshohocken, PA HQ: West Conshohocken, PA

Morgan Stanley Aip Gp

$40.1B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($3.03B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Credit, Private Equity, Real Assets (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
25
5 Open Source Trails Below
Sum of Disclosed Rows
$3.03B
Total AUM: $40.1B
Median Disclosed Amount
$133.0M
Range: $15.0M – $280.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Morgan Stanley Aip Gp

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
IPI Data Center Partners Fund III, L.P.Adviser 7.B Vehicle Real Assets 2025
$231.6M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Crown Small Cap Real Estate Fund II-T, LPAdviser 7.B Vehicle Real Estate 2025
$231.6M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
OrbiMed Royalty Credit Opps VAdviser 7.B Vehicle Private Credit 2025
$207.2M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Mountaingate IIIAdviser 7.B Vehicle Buyout 2024
$207.2M
Adviser-managed fund GAV · As of December 2025
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Eagle Point Defensive Income IIIAdviser 7.B Vehicle Private Equity 2023
$146.0M
Adviser-managed fund GAV · As of March 2026
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Morgan Stanley Aip Gp

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Morgan Stanley Aip Gp (OCIO / Wealth RIA, $40.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 17.2% Actual; $721.8M Unallocated Target Bandwidth). SEC Form ADV (801-60699, CRD #117050) verified $40.10B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-09

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Morgan Stanley Aip Gp

600 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Morgan Stanley Aip Gp (25 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 13 Shared Vehicles

Coos Bay Damariscotta Cavendish Regional Health System Master Investment Pool

Healthcare / Hospital System Coos Bay, OR
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Eagle Point Defensive Income III (2023 Vintage)
Morgan Stanley Aip Gp: $146.0M · SEC Form ADV 7.B
Coos Bay Damariscotta Cavendish Regional Health System Master Investment Pool: $20.2M · IRS Form 990 Sched D

Additional shared vehicles: EQT Real Estate III (2023 Vintage) · Eagle Point Defensive II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Briarcliff Clinches Waverly Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Eagle Point Defensive II (2023 Vintage)
Morgan Stanley Aip Gp: $143.5M · SEC Form ADV 7.B
Briarcliff Clinches Waverly Institutional Outsourced CIO & Wealth Advisory: $79.5M · SEC Form ADV 7.B

Additional shared vehicles: Eagle Point Defensive Income III (2023 Vintage) · Eagle Tree Partners VI, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Fond du Lac Chesapeake Bay Bergstrom Mutual & Casualty Insurance General Account

Insurance Company Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Eagle Tree Partners VI, LP (2023 Vintage)
Morgan Stanley Aip Gp: $21.0M · SEC Form ADV 7.B
Fond du Lac Chesapeake Bay Bergstrom Mutual & Casualty Insurance General Account: $88.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Eagle Point Defensive Income III (2023 Vintage) · Eagle Point Defensive II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+597 Additional Institutional LPs Report Shared Vehicles with Morgan Stanley Aip Gp

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 25 total tracked records for Morgan Stanley Aip Gp) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (600 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Morgan Stanley Aip Gp

Frequently Asked Questions: Morgan Stanley Aip Gp

What type of institutional allocator is Morgan Stanley Aip Gp and what is their typical disclosed ticket size?

Morgan Stanley Aip Gp is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: West Conshohocken, PA; Headquarters: West Conshohocken, PA). Across 25 historical disclosure records tracked on Prilago ($3.03B total parsed USD across disclosed rows), the median disclosed amount is $133.0M (range: $15.0M to $280.4M).

Which private-market strategies appear in Morgan Stanley Aip Gp's public disclosures?

Morgan Stanley Aip Gp has disclosed records across Real Estate, Buyout, Private Credit, Private Equity, Real Assets. Open preview records include IPI Data Center Partners Fund III, L.P. (2025 Vintage), Crown Small Cap Real Estate Fund II-T, LP (2025 Vintage), OrbiMed Royalty Credit Opps V (2025 Vintage), Mountaingate III (2024 Vintage).

How are Morgan Stanley Aip Gp's historical records substantiated and separated from active searches on Prilago?

Records for Morgan Stanley Aip Gp cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Morgan Stanley Aip Gp's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/morgan-stanley-aip-gp or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Morgan Stanley Aip Gp?

In Prilago's bilateral commitment graph, Morgan Stanley Aip Gp shares resolved underlying fund vehicles with 600 institutional LPs across 25 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Coos Bay Damariscotta Cavendish Regional Health System Master Investment Pool (13 shared vehicles, e.g. Eagle Point Defensive Income III (2023 Vintage)), Briarcliff Clinches Waverly Institutional Outsourced CIO & Wealth Advisory (10 shared vehicles, e.g. Eagle Point Defensive II (2023 Vintage)), Fond du Lac Chesapeake Bay Bergstrom Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. Eagle Tree Partners VI, LP (2023 Vintage)).

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