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 2026Premier Pantheon Access Fund, L.P.Pooled Investment Fund-
Mar 2026New York Life Insurance & Annuity CorpAgents: Morgan Stanley Insurance Services, Inc.Insurance$3.0B
Mar 2026New York Life Insurance & Annuity CorpAgents: Morgan Stanley Ins ServicesInsurance$1.8B
Mar 2026Hawk Ridge Partners III, L.P.Pooled Investment Fund$250k
Mar 2026Premier Spread Access Fund, L.P.Pooled Investment Fund-
Mar 2026Clearmont Capital Fund LLCPooled Investment Fund$174M
Feb 2026Premier Pulse Access Fund, L.P.Pooled Investment Fund-
Feb 2026Evolution Technology Fund IV, L.P.Pooled Investment Fund-
Feb 2026Vg 2.0 L.P.Pooled Investment Fund-
Feb 2026Crow Holdings Industrial Development Investor I-B, L.P.Pooled Investment Fund-
Feb 2026Infrastructure Investments Onshore Feeder, L.P.Pooled Investment Fund$474M
Feb 2026Glade Brook Gondola Parallel Fund I LPPooled Investment Fund-
Feb 2026Glade Brook Gondola Fund I LPPooled Investment Fund-
Jan 2026WP Global Growth 15 Onshore (M), L.P.Pooled Investment Fund-
Jan 2026WP Global Growth 15 Offshore (M), L.P.Pooled Investment Fund-
Jan 2026Fluidstack LtdAgents: Morgan Stanley & Co. LLCOther Technology$450M
Jan 2026Premier Tango II Access Fund, L.P.Pooled Investment Fund-
Dec 2025Golub Capital Private Income Fund IAgents: Morgan Stanley Smith Barney LLCPooled Investment Fund-
Dec 2025Golub Capital Private Income Fund SAgents: Morgan Stanley Smith Barney LLCPooled Investment Fund-
Dec 2025Arctos AFF Onshore (M), L.P.Pooled Investment Fund-
Dec 2025Arctos AFF Offshore (M), L.P.Pooled Investment Fund-
Dec 2025LCP XI (Offshore), L.P.Agents: Morgan Stanley Smith Barney LLCPooled Investment Fund-
Dec 2025LCP XI (Luxembourg) Master SCSpAgents: Morgan Stanley Smith Barney LLCPooled Investment Fund-
Dec 2025Lexington Capital Partners XI, L.P.Agents: Morgan Stanley Smith Barney LLCPooled Investment Fund-
Dec 2025LCP XI (Luxembourg) SCSpAgents: Morgan Stanley Smith Barney LLCPooled Investment Fund-
Dec 2025General Atlantic MAP II Direct Access Master, L.P.Pooled Investment Fund-
Dec 2025General Atlantic MAP II Direct Access Offshore Feeder, L.P.Pooled Investment Fund-
Dec 2025Apollo Hybrid Value Fund (M) III, L.P.Pooled Investment Fund-
Dec 2025Apollo Hybrid Value Overseas Partners (M) III, L.P.Pooled Investment Fund-
Dec 2025Lincoln Life Flexible Premium Variable Life Account ZAgents: Amir Martin, Andrew Wilshinsky, Brian J. BurnsInsurance$2.7B
Dec 2025Blue Owl Asset Special Opportunities Fund (Cayman) IX LPPooled Investment Fund$658M
Dec 2025Gotham Triple Advantage Strategy, LLCPooled Investment Fund$60M
Dec 2025Premier Stork Access Fund, L.P.Pooled Investment Fund-
Dec 2025Crest Cayman Fund Ltd.Pooled Investment Fund$419M
Dec 2025ZALICONY HNW PPVA Series Account - 1Agents: Morgan StanleyInsurance$268M
Dec 2025HNW PPVA Series Account - 1Agents: Morgan StanleyInsurance$2.1B
Dec 2025HNW PPVUL Series Account - 1Agents: Morgan StanleyInsurance$679M
Nov 2025Brookfield Private Equity TE Feeder Fund LPAgents: Morgan StanleyPooled Investment Fund-
Nov 2025PE Premier LOF III Offshore, L.P.Pooled Investment Fund-
Nov 2025Blue Owl Digital Infrastructure TrustAgents: Morgan Stanley Smith Barney LLCREITS and Finance-
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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