YOUR FIRM, AT A GLANCE
Welcome back, Victoria.
A clear view of your clients, funds, and investment activity.
Valuations from Oct 23, 2026
Balances are shown in USD. Currencies are never added together.
TOTAL CLIENT ASSETS
USD 2,494,650+8.46%change vs. contributed capital
CLIENT RELATIONSHIPS
043 active · 1 invited
INVESTMENT FUNDS
035 client investment positions
Assets by fund
Current recorded client valuations
Asset allocation
How your investments fit together
3investment funds
Global equity57.1%
Private credit32.5%
Real assets10.4%
Client investments5
Considered investments. A connected portfolio.
| Investment / client | Contributed | Current value | Change in value | Manage |
|---|---|---|---|---|
MS Global Equity FundAlexander Morgan · Oct 23, 2026 | USD 500,000 | USD 562,000 | +12.40% | |
MS Private Credit FundAlexander Morgan · Oct 23, 2026 | USD 300,000 | USD 324,500 | +8.17% | |
MS Real Assets FundAlexander Morgan · Oct 23, 2026 | USD 250,000 | USD 259,000 | +3.60% | |
MS Global Equity FundSarah Chen · Oct 23, 2026 | USD 800,000 | USD 862,400 | +7.80% | |
MS Private Credit FundJames Wilson · Oct 23, 2026 | USD 450,000 | USD 486,750 | +8.17% |
Recent activity
The latest movements in your account
Distribution
MS Private Credit Fund · Q3 distribution
USD 6,250Oct 15, 2026
Contribution
MS Global Equity Fund · Capital contribution
USD 50,000Oct 1, 2026
Distribution
MS Real Assets Fund · Q3 distribution
USD 3,125Sep 30, 2026
MS
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MS Partners Group
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