# Morgan Stanley: fundraiser > Morgan Stanley placed 47 company rounds filed with the SEC, most recently Jan 2026. Who they placed, by sector and size. Source: https://millionrounds.com/providers/morgan-stanley-and-co-llc (Millionrounds; every figure on the page links to its filing or article) [Fundraisers](https://millionrounds.com/fundraisers) / Morgan Stanley Fundraiser Registered broker-dealer # Morgan Stanley FINRA 8209 ยท placing rounds since Apr 2016 **47** company rounds placed **7** in the last two years, last Jan 2026 **$75.4B** sold 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. **1** 23Q2 **1** 23Q3 **1** 23Q4 **1** 24Q4 **2** 25Q2 **2** 25Q3 **4** 25Q4 **3** 26Q1 ## What they place - Insurance **38%** - Other Technology **22%** - Other **18%** - Oil and Gas **14%** - Pharmaceuticals **3%** - Investing **3%** - Other Banking and Financial Services **3%** ## How big the rounds are - Under $1M **5** - $1M to $5M **3** - $5M to $20M **2** - $20M to $100M **28** - $100M+ **39** ## Where the companies are **CA** 16 **NY** 12 **IN** 11 **IL** 6 **DC** 6 **OH** 5 **VA** 5 **MO** 4 ## Rounds they placed [Company rounds](https://millionrounds.com/providers/morgan-stanley-and-co-llc)[Everything, funds and real estate too](https://millionrounds.com/providers/morgan-stanley-and-co-llc?show=all) Filed Issuer Industry Sold Mar 2026 New York Life Insurance & Annuity Corp Agents: Morgan Stanley Ins Services Insurance **$1.8B** Mar 2026 New York Life Insurance & Annuity Corp Agents: Morgan Stanley Insurance Services, Inc. Insurance **$3.0B** Jan 2026 Fluidstack Ltd Agents: Morgan Stanley & Co. LLC Other Technology **$450M** Dec 2025 Lincoln Life Flexible Premium Variable Life Account Z Agents: Amir Martin, Andrew Wilshinsky, Brian J. Burns Insurance **$2.7B** Dec 2025 HNW PPVA Series Account - 1 Agents: Morgan Stanley Insurance **$2.1B** Dec 2025 HNW PPVUL Series Account - 1 Agents: Morgan Stanley Insurance **$679M** Dec 2025 ZALICONY HNW PPVA Series Account - 1 Agents: Morgan Stanley Insurance **$268M** Aug 2025 ISQ Open Infrastructure Co LLC Agents: Morgan Stanley Smith Barney LLC Other **-** Jul 2025 Centific Global Solutions, Inc. Agents: Morgan Stanley Asia Limited Other Technology **$60M** May 2025 PsiQuantum, Corp. Computers **$22M** May 2025 Hockey Parent Holdings, L.P. Agents: Morgan Stanley Smith Barney LLC Other **-** Dec 2024 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew Wilshinsky, Brian J. Burns, Joseph Notarfrancesco Insurance **$2.6B** Dec 2023 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew Wilshinsky, Brian J. Burns, John B. Mott Insurance **$2.4B** Sept 2023 Hockey Parent Holdings, L.P. Agents: Morgan Stanley & Co. LLC Other **-** May 2023 KKR Infrastructure Conglomerate LLC Agents: Morgan Stanley Smith Barney LLC Other **-** Dec 2022 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew Wilshinsky, Brian J. Burns, John B. Mott Insurance **$2.0B** Sept 2022 Drconsulta Ltd. Other Health Care **$64M** Jan 2022 Supernova Partners Acquisition Co II, Ltd. Other **$45M** Dec 2021 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew Wilshinsky, Brian J. Burns, John B. Mott Insurance **$1.7B** Oct 2021 Ares PBN Finance Co. LLC Investing **$364M** Oct 2021 Ares PBN Holdings Cayman L.P. Investing **$50M** May 2021 Encina Development Group, LLC Other Energy **$2.8M** Apr 2021 Custom Truck One Source, Inc. Business Services **$883M** Mar 2021 Western LNG, LLC Oil and Gas **$26M** Feb 2021 E2open Parent Holdings, Inc. Agents: MORGAN STANLEY & CO. LLC Other **$89M** Dec 2020 Lincoln Life Flexible Premium Variable Life Account Z Agents: Andrew Wilshinsky, Brian J. Burns, John B. Mott Insurance **$2.3B** Jul 2020 BlueVoyant Investor LLC Other **$5.6M** Apr 2020 RefleXion Medical, Inc. Other Health Care **$100M** Dec 2019 Lincoln Life Flexible Premium Variable Life Account Z Agents: Brian J. Burns, John B. Mott, Michael D. Marchiano Insurance **$1.8B** Jul 2019 Medalist Partners Opportunity Fund II Onshore Feeder, L.P. Other **$84M** Jul 2019 Medalist Partners Opportunity Fund II Offshore Feeder, L.P. Other **$113M** Jul 2019 Venture Global LNG, Inc. Oil and Gas **$200M** Jul 2019 Venture Global LNG, Inc. Oil and Gas **$460M** Apr 2019 BlueVoyant Investor LLC Other **$83M** Mar 2019 Intarcia Therapeutics, Inc Biotechnology **$73M** Dec 2018 Lincoln Life Flexible Premium Variable Life Account Z Agents: Brian J. Burns, John B. Mott, Michael D. Marchiano Insurance **$1.5B** Dec 2018 Venture Global LNG, Inc. Oil and Gas **$5.0M** Dec 2018 [ChargePoint, Inc.](https://millionrounds.com/company/chargepoint-inc) Other **$182M** Nov 2018 I-Pulse Inc. Other Technology **$25M** Aug 2018 Venture 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. ## Often on the same rounds Other fundraisers named on the same filings: the firms they syndicate with. [**M Holdings Securities Inc.** 23 rounds together](https://millionrounds.com/providers/m-holdings-securities-inc)[**Lion Street Financial** 19 rounds together](https://millionrounds.com/providers/lion-street-financial)[**Kestra Investment Services LLC** 19 rounds together](https://millionrounds.com/providers/kestra-investment-services-llc)[**Valmark Securities, Inc.** 15 rounds together](https://millionrounds.com/providers/valmark-securities-inc)[**UBS Financial Services Inc.** 15 rounds together](https://millionrounds.com/providers/ubs-financial-services-inc)[**Newport Group Securities, Inc.** 14 rounds together](https://millionrounds.com/providers/newport-group-securities-inc) ## Founders who worked with them No one has said so yet. Worked with them? Say so ## A badge for their site It shows their latest standing in the quarterly rankings and links back here. ## Is this Morgan Stanley? Claim the page to describe your work in your own words. Free. 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