Fee-OnlyFinder

Morgan Stanley Aip Gp LP

Flat / fixed fees in West Conshohocken, PA

SEC registeredNo commissions reported

Call (610) 260-7600Send a messageMap ↗

Public-record details

Address
100 Front Street, Suite 400, West Conshohocken, PA 19428
Phone
(610) 260-7600
Listed under
Flat / fixed fees, % of assets managed
CRD number
117050
Registration
SEC registered since 2001-12-17
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees; Performance-based fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management
$40.9 billion
Accounts managed
199
Clients reported (Form ADV 5.D)
199
Individual / high-net-worth clients
0 / 16
Employees
200
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-08-07

SEC registered investment adviser, CRD 117050, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in West Conshohocken

Baldwin Investment Management, LLC1001 Conshohocken State Road, Suite 1-202 · West Conshohocken, PA 19428 · (610) 260-1555 · Financial planningCRD 108922 · % of assets · $1.3 billion AUMSEC registeredNo commissions reportedHirtle & CO., LLC300 Barr Harbor Drive, Fifth Floor · West Conshohocken, PA 19428 · (610) 828-7200 · % of assets managedCRD 105403 · % of assets, Performance-based fees · $25.4 billion AUMSEC registeredNo commissions reportedMiller Investment Management, LPOne Tower Bridge, Ste 1400 · West Conshohocken, PA 19428 · (610) 834-9820 · Financial planningCRD 108380 · % of assets, Fixed fees, Performance-based fees · $7.1 billion AUMSEC registeredNo commissions reportedPeteralexander15 Union Hill Road, Suite 200 · West Conshohocken, PA 19428 · (610) 940-1441 · Financial planningCRD 308142 · Hourly charges, Fixed fees, OtherState registeredNo commissions reportedSage Financial Group INC.Five Tower Bridge, 300 Barr Harbor Drive, Suite 200 · West Conshohocken, PA 19428 · (484) 342-4400 · Financial planningCRD 116574 · % of assets, Fixed fees, Performance-based fees · $4.3 billion AUMSEC registeredNo commissions reportedTower Bridge Advisors300 Barr Harbor Drive, Suite 705 · West Conshohocken, PA 19428 · (610) 260-2200 · Financial planningCRD 115700 · % of assets, Fixed fees, Performance-based fees · $1.5 billion AUMSEC registeredNo commissions reportedVerdis Investment Management, LLCOne Tower Bridge, 100 Front Street, Suite 1150 · West Conshohocken, PA 19428 · (610) 397-1600 · Financial planningCRD 134445 · % of assets, Fixed fees, Performance-based fees · $497.0 million AUMSEC registeredNo commissions reported

All 8 in West Conshohocken →