Fundraisers / Morgan Stanley
FundraiserRegistered broker-dealer
Morgan Stanley
FINRA 8209 · placing rounds since Apr 2016
47company rounds placed
7in the last two years, last Jan 2026
$75.4Bsold in the rounds they placed
3.7%typical commission; the median firm takes 4.9%
Named on 128 Form D filings as paid to sell the offering: 47 for operating companies, 68 for funds, 13 for real estate. 14 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q2123Q3123Q4124Q4225Q2225Q3425Q4326Q1
What they place
- Insurance38%
- Other Technology22%
- Other18%
- Oil and Gas14%
- Pharmaceuticals3%
- Investing3%
- Other Banking and Financial Services3%
How big the rounds are
- Under $1M5
- $1M to $5M3
- $5M to $20M2
- $20M to $100M28
- $100M+39
Where the companies are
CA16NY12IN11IL6DC6OH5VA5MO4
Rounds they placed
FiledIssuerIndustrySold
Mar 2026New York Life Insurance & Annuity CorpAgents: Morgan Stanley Ins ServicesInsurance$1.8B
Mar 2026New York Life Insurance & Annuity CorpAgents: Morgan Stanley Insurance Services, Inc.Insurance$3.0B
Jan 2026Fluidstack LtdAgents: Morgan Stanley & Co. LLCOther Technology$450M
Dec 2025Lincoln Life Flexible Premium Variable Life Account ZAgents: Amir Martin, Andrew Wilshinsky, Brian J. BurnsInsurance$2.7B
Dec 2025HNW PPVA Series Account - 1Agents: Morgan StanleyInsurance$2.1B
Dec 2025HNW PPVUL Series Account - 1Agents: Morgan StanleyInsurance$679M
Dec 2025ZALICONY HNW PPVA Series Account - 1Agents: Morgan StanleyInsurance$268M
Aug 2025ISQ Open Infrastructure Co LLCAgents: Morgan Stanley Smith Barney LLCOther-
Jul 2025Centific Global Solutions, Inc.Agents: Morgan Stanley Asia LimitedOther Technology$60M
May 2025PsiQuantum, Corp.Computers$22M
May 2025Hockey Parent Holdings, L.P.Agents: Morgan Stanley Smith Barney LLCOther-
Dec 2024Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew Wilshinsky, Brian J. Burns, Joseph NotarfrancescoInsurance$2.6B
Dec 2023Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew Wilshinsky, Brian J. Burns, John B. MottInsurance$2.4B
Sept 2023Hockey Parent Holdings, L.P.Agents: Morgan Stanley & Co. LLCOther-
May 2023KKR Infrastructure Conglomerate LLCAgents: Morgan Stanley Smith Barney LLCOther-
Dec 2022Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew Wilshinsky, Brian J. Burns, John B. MottInsurance$2.0B
Sept 2022Drconsulta Ltd.Other Health Care$64M
Jan 2022Supernova Partners Acquisition Co II, Ltd.Other$45M
Dec 2021Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew Wilshinsky, Brian J. Burns, John B. MottInsurance$1.7B
Oct 2021Ares PBN Finance Co. LLCInvesting$364M
Oct 2021Ares PBN Holdings Cayman L.P.Investing$50M
May 2021Encina Development Group, LLCOther Energy$2.8M
Apr 2021Custom Truck One Source, Inc.Business Services$883M
Mar 2021Western LNG, LLCOil and Gas$26M
Feb 2021E2open Parent Holdings, Inc.Agents: MORGAN STANLEY & CO. LLCOther$89M
Dec 2020Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew Wilshinsky, Brian J. Burns, John B. MottInsurance$2.3B
Jul 2020BlueVoyant Investor LLCOther$5.6M
Apr 2020RefleXion Medical, Inc.Other Health Care$100M
Dec 2019Lincoln Life Flexible Premium Variable Life Account ZAgents: Brian J. Burns, John B. Mott, Michael D. MarchianoInsurance$1.8B
Jul 2019Medalist Partners Opportunity Fund II Onshore Feeder, L.P.Other$84M
Jul 2019Medalist Partners Opportunity Fund II Offshore Feeder, L.P.Other$113M
Jul 2019Venture Global LNG, Inc.Oil and Gas$200M
Jul 2019Venture Global LNG, Inc.Oil and Gas$460M
Apr 2019BlueVoyant Investor LLCOther$83M
Mar 2019Intarcia Therapeutics, IncBiotechnology$73M
Dec 2018Lincoln Life Flexible Premium Variable Life Account ZAgents: Brian J. Burns, John B. Mott, Michael D. MarchianoInsurance$1.5B
Dec 2018Venture Global LNG, Inc.Oil and Gas$5.0M
Nov 2018I-Pulse Inc.Other Technology$25M
Aug 2018Venture Global LNG, Inc.Oil and Gas$100M
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
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