FormDSignal

MORGAN STANLEY PRIVATE WEALTH MANAGEMENT

Custodian · ORINDA, United States · ORIONDA, United States · WALNUT CREEK, United States

Funds served
55
Advisers served
2
Gross assets on those funds
$81.39B
Client launches, 12 months
10

Form D launches by this custodian's clients

Fund vehicles filed on EDGAR in the last 12 months by advisers that name MORGAN STANLEY PRIVATE WEALTH MANAGEMENT on an existing fund. For MORGAN STANLEY PRIVATE WEALTH MANAGEMENT: your clients' new funds. For everyone else: launches where MORGAN STANLEY PRIVATE WEALTH MANAGEMENT is the incumbent to beat.

10 launches in the last 12 months by advisers that already use MORGAN STANLEY PRIVATE WEALTH MANAGEMENT, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming MORGAN STANLEY PRIVATE WEALTH MANAGEMENT as custodian

  • SEQUOIA CAPITAL FUND, L.P.
  • SEQUOIA CAPITAL GLOBAL GROWTH FUND III - ENDURANCE PARTNERS, L.P.
  • SEQUOIA CAPITAL GLOBAL GROWTH FUND II, L.P.
  • SEQUOIA CAPITAL U.S. VENTURE 2010 FUND, L.P.
  • SEQUOIA CAPITAL U.S. VENTURE FUND XVI, L.P.

All 55 funds with the adviser behind each, gross assets and investor counts. Subscribe to unlock

Source: each adviser's latest Form ADV, Schedule D Section 7.B.(1), as filed on IAPD. Provider names are as written by the adviser; the same firm can appear under several legal entities.