Home / Leaderboard / Morgan Stanley AIP GP LP
Morgan Stanley AIP GP LP
Mark van der Zwan · Asset Manager · Multi-Strategy
Morgan Stanley AIP GP LP, also known as Morgan Stanley Alternative Investment Partners, is a specialized alternative investment division of Morgan Stanley Investment Management. Established in 2000 and headquartered in West Conshohocken, Pennsylvania, the firm provides institutional and high-net-worth investors with access to a comprehensive suite of alternative asset classes. Its platform manages diversified portfolios across hedge funds, private equity, and private credit through primary fund commitments, secondary market acquisitions, and direct co-investments. As a premier multi-manager platform, the firm leverages Morgan Stanley’s global network to identify top-tier third-party managers while offering customized investment solutions tailored to specific risk and return objectives. AIP is characterized by its rigorous investment and operational due diligence, designed to navigate complex private markets and deliver specialized alternative investment strategies at scale.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +52.6% |
| YTD return | +31.0% |
| Sharpe ratio | 2.81 |
| Win rate | 42% |
| AUM | $0.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.morganstanley.com/im/aip |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AMT | American Tower Corp | 7.5% | -1.2% |
| NVDA | NVIDIA Corporation | 6.6% | +16.2% |
| CME | CME Group Inc | 6.2% | +1.3% |
| AMZN | Amazon.com Inc | 6.1% | +6.0% |
| REXR | Rexford Industrial Realty Inc | 6.0% | +3.4% |
| LLY | Eli Lilly and Company | 5.4% | +3.5% |
| MSFT | Microsoft Corporation | 5.2% | +2.3% |
| EXE | Expand Energy Corporation | 5.1% | -9.7% |
| JNJ | Johnson & Johnson | 5.1% | -0.4% |
| AAPL | Apple Inc | 4.8% | +8.8% |
| SBAC | SBA Communications Corp | 4.6% | -11.1% |
| VRTX | Vertex Pharmaceuticals Inc | 4.6% | -7.4% |
| COP | ConocoPhillips | 4.5% | -2.3% |
| EQIX | Equinix Inc | 4.5% | +25.3% |
| AHR | American Healthcare REIT, Inc. | 4.5% | -6.3% |
| COF | Capital One Financial Corporation | 4.4% | -0.4% |
| XOM | Exxon Mobil Corp | 4.1% | -0.9% |
| RHP | Ryman Hospitality Properties Inc | 3.8% | -4.8% |
| MTDR | Matador Resources Company | 3.6% | -6.8% |
| GOOGL | Alphabet Inc Class A | 3.4% | +3.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | REXR | 5.9% → 6.0% |
| Sep 14, 2026 | SELL | XOM | 4.0% → 4.1% |
| Sep 14, 2026 | BUY | AHR | 4.5% → 4.5% |
| Sep 14, 2026 | SELL | AAPL | 4.7% → 4.8% |
| Sep 14, 2026 | SELL | MSFT | 5.2% → 5.2% |
Investment Style Analysis
Morgan Stanley AIP GP LP is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the REIT - Specialty and Oil & Gas E&P sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Morgan Stanley AIP GP LP made a significant move by reducing the position in REXR. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution’s investment philosophy centers on constructing high-conviction portfolios of alternative investments by combining tactical asset allocation with expert manager selection. Morgan Stanley AIP believes that alpha can be consistently captured by identifying and accessing top-tier third-party managers and niche investment opportunities through the firm’s extensive global network. The strategy emphasizes a disciplined, research-intensive due diligence process and active risk management to mitigate volatility and enhance long-term returns. By integrating primary commitments, secondary transactions, and direct co-investments, the firm seeks to provide investors with a diversified exposure to private markets and hedge fund strategies that exhibit low correlation with traditional asset classes.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Morgan Stanley AIP GP LP.
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M -3.2%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.6%
- Wolverine Trading, LLC — Robert Bellick · 3M -3.6%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M -4.4%
Frequently asked questions
How is the simulated portfolio for Morgan Stanley AIP GP LP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Morgan Stanley AIP GP LP's largest holding?
As of the latest filing, Morgan Stanley AIP GP LP's top position is American Tower Corp (AMT), representing 7.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Morgan Stanley AIP GP LP's historical performance and risk profile?
Our simulation indicates a total return of +52.6% with a win rate of 42%. Notably, the portfolio maintains a Sharpe Ratio of 2.81, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Morgan Stanley AIP GP LP primarily invest in?
Morgan Stanley AIP GP LP has a strong preference for the REIT - Specialty sector, which makes up 16.6% of their disclosed assets. The portfolio also has exposure to Oil & Gas E&P, indicating a specific thematic focus.
Is Morgan Stanley AIP GP LP's portfolio concentrated or diversified?
Morgan Stanley AIP GP LP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 20.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Morgan Stanley AIP GP LP performed in 2026?
Our AI-simulated model portfolio for Morgan Stanley AIP GP LP tracks a Year-to-Date (YTD) return of +31.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Mark van der Zwan manage Morgan Stanley AIP GP LP directly?
Yes, Mark van der Zwan serves as the key portfolio manager for Morgan Stanley AIP GP LP, overseeing the investment strategy and final capital allocation decisions.