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Deal Pack: Morgan Stanley

Generated Feb 2, 2026v202602020738Enterprise

AUM

$32B

Strategy

Multi-Strategy

New York, United States, US

Founded

1985

Employees

N/A

Ownership

independent

Layer 1: Proprietary Indicators

GP Health Score

Strong

Stakeability

Moderate

100

Fund Performance

Strong

Talent Stability

Strong

N/A

Credit Exposure

N/A

Regulatory Breadth

Strong

Market Momentum

Moderate

Growth Trajectory

Weak

Health Score Breakdown

Component Details

fund performance

100/100Weight: 25%

median irr40.87

benchmark irr11

fund count with irr1

primary strategyco-investment

Source: Pension fund performance reports

talent stability

80/100Weight: 20%

current team size100

departed count0

retention ratio1

avg tenure yearsN/A

Source: LinkedIn career histories, team member records

credit health

N/A/100Weight: 15%

regulatory compliance

95/100Weight: 10%

unique jurisdictions8

jurisdictionsBermuda,Cayman,Germany,Hong Kong,Ireland,UAE,UAE (DIFC),UK

active registrations10

total registrations16

Source: FCA, BaFin, AMF, CSSF, ADGM, SEC, entity registrations

market presence

50/100Weight: 15%

news mentions0

conference appearances0

domain rank7219

employer ratingN/A

Source: Market intel, conference records, Tranco web rankings, Glassdoor

growth trajectory

40/100Weight: 15%

aum growth pctN/A

recent job postings0

funds currently raising0

total funds19

Source: Data changelog (AUM), hiring signals, fund filings

Layer 2: Synthesis

Executive Summary

Morgan Stanley shows a strong overall health profile (score: 75/100) based on analysis of fund performance, team stability, credit exposure, regulatory breadth, market presence, and growth trajectory.
Median net IRR across 1 tracked funds is 40.87%, compared to a co-investment benchmark of 11.0%.
Registered across 8 jurisdictions with 10 active registrations.

Key Risks

mediumLegal

1 legal filing(s) identified

Key Strengths

Performance

Above-benchmark fund performance with median IRR of 40.87%

Regulatory

Diversified regulatory footprint across 8 jurisdictions

Stakeability

High stakeability score (61/100) indicating attractive stake opportunity

Secondary Pricing Estimate

46.0%

Avg NAV Pricing

46.0% to 46.0%

Range

Funds Priced

Confidence: medium

Layer 3: Evidence

Fund Performance (5 records)

Fund	Vintage	Strategy	Net IRR	Multiple	DPI	Source
CT Real Assets Co-Investment Fund LP	2021	Real Assets	N/A	N/A	N/A	SEC EDGAR Form D
Morgan Stanley Venture Partners III, LP	1997	Venture Capital	40.9%	2.30x	N/A	Washington State Investment Board
North Haven Ashbridge Co-investment Opportunity A LP	N/A	co-investment	N/A	N/A	N/A	SEC EDGAR Form D
CT Real Assets Co-Investment Fund LP	N/A	co-investment	N/A	N/A	N/A	SEC EDGAR Form D
Morgan Creek Partners Asia, L.P.	N/A	N/A	N/A	N/A	N/A	Illinois TRS (ACFR Assets)

Regulatory Registrations (16)

Regulator	Country	Entity	Status	Reference
FCA	UK	Morgan Stanley Investment Funds	No longer authorised	170564
FCA	UK	Morgan Stanley Investment Management Limited	No longer authorised	121920
FCA	UK	Morgan Stanley Investment Management (ACD) Limited	No longer authorised	230885
BaFin	Germany	Morgan stanley europe SE	Active	ESMA-34123
BaFin	Germany	Morgan Stanley Europe SE	Active	ESMA-31393
BaFin	Germany	Morgan Stanley Europe SE	Inactive	ESMA-34219
ADGM/FSRA	UAE	Morgan Stanley Investment Management	Active	240010
ADGM/FSRA	UAE	Morgan Stanley & Co. International plc	Active	240009
DFSA	UAE (DIFC)	Morgan Stanley & Co International plc - DIFC Branch	Active	CL-0004
BMA	Bermuda	Morgan Stanley ETF ICAV	70 Sir John Rogerson’s QuayDublin 2	Overseas Fund
BMA	Bermuda	MORGAN STANLEY INTERNATIONAL INSURANCE LTD.	Active
SEC-EDGAR-FormD	Cayman	Morgan Stanley Global Diversified Markets Fund (Cayman) Ltd.	Active	021-156549
BMA	Bermuda	Morgan Stanley Re Ltd.	Active
hk_sfc	Hong Kong	Morgan Stanley Asia Limited	Active	AAD291
hk_sfc	Hong Kong	Morgan Stanley Bank Asia Limited	Active	BDM672
cbi_register	Ireland	Morgan Stanley Investment Management (Ireland) Limited	Authorised

Legal Filings (1)

Central Lab PenFd v. Sirva Inc

District Court, N.D. Illinois | other | Nov 24, 2004

RESPONSE by Clayton Dubilier & Rice Inc.in Support of MOTION by Defendant Clayton Dubilier & Rice Inc. to dismiss in part the Consolidated Second Amended Class Action Complaint 133 (Greenwalt, Paul) (Entered: 12/21/2006) | ATTORNEY Appearance for Defendant Clayton Dubilier & Rice Inc. by John Conroy Martin (Martin, John) (Entered: 12/02/2005) | REPLY by Sirva Inc, Brian P Kelley, James W Rogers, Richard J Schnall, Clayton Dubilier & Rice Inc., Carl T Stockerin Support of MOTION by Defendants Sirva Inc, Brian P Kelley, James W Rogers, Richard J Schnall, Clayton Dubilier & Rice Inc., Carl T Stocker to dismiss the Corrected Consolidated Amended Class Action Complaint 89 (Kilby, Matthew) (Entered: 02/21/2006)

View source

Methodology

Weighted composite of 6 dimensions

fund performance: 25% - Median IRR vs strategy benchmark

talent stability: 20% - Team retention ratio + average tenure

credit health: 15% - BDC fair value as % of par + borrower concentration

regulatory compliance: 10% - Number of active registrations, legal filing count

market presence: 15% - News mentions + conference appearances + web traffic rank

growth trajectory: 15% - AUM change + hiring signals + new fund filings

Scale: 0-100, where 70+ is strong, 50-69 is moderate, below 50 is weak

Data Sources: SEC Form ADV filings, Pension fund performance reports (CalPERS, CalSTRS, WSIB, etc.), BDC 10-K/10-Q portfolio filings, FCA, BaFin, AMF, CSSF, ADGM, MAS, SFC regulatory registers, LinkedIn career histories, Market intelligence news aggregation, Conference appearance records, Tranco web traffic rankings, Glassdoor/employer rating platforms, Entity registration databases (Delaware, Cayman, Luxembourg, etc.), Hiring signal aggregation, Lobbying disclosure reports, ESG/PRI signatory data

Deal Pack generated by GP Stakes Intelligence Platform on Feb 2, 2026. Data version 202602020738.

All scores are computed algorithmically and should be used alongside independent due diligence.