JP Morgan Alternative Asset Management Inc

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JP Morgan Alternative Asset Management Inc ✚
CRD #	20989
SEC #	801-38319
CIK #	0000822378
AUM	29.7 B (2026-03-31)
Employees	86 (30% Investors, 17% Brokers)
Phone	800-343-1113
Address	270 Park Avenue New York, NY 10017-2014
Source	[IAPD] [EDGAR] [Website]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
HF	Global Access Master SPC Ltd - Hedge Fund Strategies Segregated Portfolio Balanced	[2026-03-27]	537.3 M	1.2 B
	Filed 2025-04-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Commission $2,033,600 · Net Assets Decline to Disclose
HF	Global Access Portfolios LLC - Hedge Fund Strategies I Balanced	[2026-03-27]	1.2 B	370.8 M
	Filed 2025-04-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Commission $3,648,375 · Net Assets Decline to Disclose
HF	Global Access Strategies SPC Ltd - Quantitative Hedge Fund Strategies Segregated Portfolio	[2026-03-27]	199.2 M	1.0 B
	Filed 2025-04-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Commission $1,825,540 · Net Assets Decline to Disclose
HF	Strata Investments LP	[2026-03-27]	480.1 M	559.0 M
	Filed 2026-02-12 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Uncorrelated Hedge Fund Strategies LP	[2026-03-27]		144.5 M
	Filed 2025-07-01 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Select Alpha Fund LP	[2025-03-28]		249.6 M
	Filed 2024-02-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Uncorrelated Hedge Fund Strategies Sa SICAV-RAIF	[2025-03-28]		2.4 B
	Filed 2024-05-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Emerging Opportunities Fund SPC Ltd	[2023-03-30]	1.9 M	571.3 M
	Filed 2024-09-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Opportunistic Access Feeder Fund Ltd	[2022-03-31]	127.5 M	220.8 M
	Filed 2024-06-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Opportunistic Access Master Fund LP	[2022-03-31]	214.6 M	612.4 M
	Filed 2024-06-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	51	0.8
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	30	10.0
(g) Pension and profit sharing plans	12	1.5
(h) Charitable organizations	23	0.6
(i) State or municipal government entities	1	0.1
(j) Other investment advisers	4	9.7
(k) Insurance companies	2	0.6
(l) Sovereign wealth funds and foreign official institutions	3	1.9
(m) Corporations or other businesses not listed above	4	0.1
(n) Other	199	4.4
Total	375	29.7
By Discretionary
Discretionary	270	18.2
Non-Discretionary	105	11.5
Total	375	29.7
By Non-United States Persons
Non-United States Persons		12.3
United States Persons		17.4
Total	375	29.7

Form D Directors	Role	# Filings	# Firms
Michelle Wilson-Clarke	Director	284	70
Scott Lennon	Director	163	37
Abali Hoilett	Director	137	35
Warren Keens	Director	128	26
Laren Gillespie	Director	119	24
Robert Meschi	Director, Executive Officer	143	22
Richard Ruffer	Director, Executive Officer	422	15
Deanna Derrick	Director	40	15
Christine Fletcher	Director	71	13
Olivier Meyer	Director	31	8
Joseph Hardiman	Director	25	7
Robert Aspinall	Director	22	7
Robert Klein	Director	77	6
Glenn Hill	Director	80	5
Christopher Denune	Executive Officer	36	5
Catherine Crowley	Director	58	4
Jon Herrick	Director	53	4
Michael Chiaravalloti	Executive Officer	26	4
JPMorgan Chase Bank NA	Executive Officer	15	4
Jonathan Herrick	Director	14	4
Christel Schaff	Director	7	4
John Anderson	Director	140	3
JP Morgan Alternative Asset Management Inc	Promoter	21	3
Mark Padley	Director	18	3
Ryan Schroeder	Executive Officer	16	3
Elin Strong	Executive Officer	14	3
Jennifer Serrano	Executive Officer	13	3
Annabelle de Araujo	Director	6	3
Corey Case	Director	8	2
Ian Williams	Executive Officer	7	2
Lena Sakson	Executive Officer	7	2
Blaise Santi	Executive Officer	4	2
Jorge Sosa	Director	2	2
Intertrust Directors Cayman Limited	Director	2	2
Diana Persaud	Executive Officer	2	2
Dr Harold Ehrlich	Director	2	2
Flora Fung	Executive Officer	3	1
Flora Lai Ming Fung	Executive Officer	3	1
Robert Ruffner	Director	2	1
Mine Brook GP LLC	Director	1	1
Strata Investments GP Inc	Promoter	1	1
Diana Persuad	Executive Officer	1	1
Ian William	Executive Officer	1	1
Uncorrelated Hedge Fund Strategies GP Inc	Promoter	1	1

Firm Profile (Form ADV)
Discretionary AUM	$6.6B
Serves	Institutional, Retail
Fund Types	Hedge Fund, Private Equity
LEI	54930033JJHPUBPLHG91

Comparable Firms	State	AUM
Rockefeller & Co LLC ✚	NY	36.8 B
Oppenheimer & Co Inc ✚	NY	36.7 B
Select Equity Group LP ✚	NY	36.4 B
Voya Alternative Asset Management LLC ✚	NY	34.0 B
First Pacific Advisors LP ✚	CA	32.0 B
Muzinich & Co Inc ✚	NY	31.3 B
BTG Pactual Asset Management US LLC ✚	NY	30.1 B
Summit Rock Advisors LP ✚	NY	26.2 B
Hirtle Callaghan & Co LLC ✚	PA	25.4 B
Westfield Capital Management Company LP ✚	MA	24.4 B

JP Morgan Alternative Asset Management Inc

Assets, Funds, Holdings