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| Happy Holidays!! thanks for using AUM13F!! |
| JP Morgan Alternative Asset Management Inc
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| CRD # | 20989 |
| SEC # | 801-38319 |
| CIK # | 0000822378 |
| AUM | $21.8 B (2025-07-21) |
| Employees | 64 (39% Investors, 23% Brokers) |
| Phone | 212-648-1597 |
| Address | 383 Madison Avenue New York, NY 10179-0001 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Private Credit Secondaries 23 US Note Issuer LLC | [2025-03-28] | 133.0 | 133.0 |
| HF | Select Alpha Fund LP | [2025-03-28] | 0.0 | 85.8 |
| HF | Uncorrelated Hedge Fund Strategies Sa SICAV-RAIF | [2025-03-28] | 0.0 | 384.6 |
| PE | PCS 23 Holdings LP | 2024-03-28 | 632.4 | |
| PE | Private Credit Secondaries 23 Fund LP | [2024-03-28] | 46.0 | 260.9 |
| PE | Private Credit Secondaries 23 Fund Luxembourg SCSP | [2024-03-28] | 0.0 | 185.8 |
| HF | Emerging Opportunities Fund SPC Ltd | [2023-03-30] | 1.9 | 318.5 |
| HF | Opportunistic Access Feeder Fund Ltd | [2022-03-31] | 127.5 | 130.1 |
| HF | Opportunistic Access Master Fund LP | [2022-03-31] | 214.6 | 327.0 |
| HF | Funds Holding SPC LTD- Msfii Dec19 Segregated Portfolio | 2021-03-31 | 2.1 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 39 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 31 | 5.0 |
| (g) Pension and profit sharing plans | 12 | 2.2 |
| (h) Charitable organizations | 18 | 0.4 |
| (i) State or municipal government entities | 1 | 0.1 |
| (j) Other investment advisers | 4 | 7.6 |
| (k) Insurance companies | 4 | 0.9 |
| (l) Sovereign wealth funds and foreign official institutions | 3 | 1.6 |
| (m) Corporations or other businesses not listed above | 4 | 0.1 |
| (n) Other | 165 | 3.4 |
| Total | 309 | 21.8 |
| By Discretionary | ||
| Discretionary | 230 | 12.8 |
| Non-Discretionary | 79 | 9.0 |
| Total | 309 | 21.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 13.6 | |
| United States Persons | 8.2 | |
| Total | 309 | 21.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michelle WilsonClarke | 278 | ||
| Scott Lennon | 159 | ||
| Abali Hoilett | 137 | ||
| Robert Meschi | 126 | ||
| Laren Gillespie | 116 | ||
| Richard Ruffer | 361 | ||
| Deanna Derrick | 40 | ||
| Christine Fletcher | 60 | ||
| Daniel Grugan | 26 | ||
| Joseph Hardiman | 22 | ||
| Robert Klein | 76 | ||
| Coleen Gasiewski | 48 | ||
| Olivier Meyer | 21 | ||
| Reshmi Mitra | 21 | ||
| Godfred Mensah | 7 | ||
| Jon Herrick | 53 | ||
| Jonathan Herrick | 14 | ||
| John Anderson | 129 | ||
| Thibault Corlay | 8 | ||
| Anju Mathoora | 4 | ||
| Christel Schaff | 3 | ||
| JP Morgan Alternative Asset Management Inc | 18 | ||
| Corey Case | 8 | ||
| Intertrust Directors Cayman Limited | 2 | ||
| Dr Harold Ehrlich | 2 | ||
| Robert Ruffner | 2 | ||
| Mine Brook GP LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Muzinich & Co Inc
✚
|
NY | 27.3 |
|
First Pacific Advisors LP
✚
|
CA | 26.7 |
|
Voya Alternative Asset Management LLC
✚
|
NY | 25.8 |
|
BTG Pactual Asset Management US LLC
✚
|
NY | 25.6 |
|
Citi Global Alternatives LLC
✚
|
NY | 24.4 |
|
Westfield Capital Management Company LP
✚
|
MA | 23.6 |
|
Summit Rock Advisors LP
✚
|
NY | 23.5 |
|
Segall Bryant & Hamill LLC
✚
|
IL | 21.3 |
|
Hirtle Callaghan & Co LLC
✚
|
PA | 21.0 |
|
Thompson Siegel & Walmsley LLC
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|
VA | 20.8 |