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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| JP Morgan Investment Management Inc
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| CRD # | 107038 |
| SEC # | 801-21011 |
| CIK # | 928121, 741611, 1363391, 1173475 |
| AUM | $1,677.1 BB (83% Disc, 78% US, 2020-03-30) |
| Employees | 3,082 (24% Investors, 26% Brokers) |
| Phone | 800-343-1113 |
| Address | 383 Madison Avenue New York, NY 10179-0001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Private Fund | Form D | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | IIF Luxembourg 1 Hedged SCSP | [2019-05-13] | 31.0 | 31.9 |
| Other | IIF Luxembourg 1 SCSP | [2019-05-13] | 1,122.9 | 1,047.3 |
| Other | IIF ERISA Hedged LP | [2019-01-15] | 521.7 | 508.1 |
| Other | IIF Australian 1 Trust | [2018-09-28] | 734.6 | 336.4 |
| Other | IIF Canadian 1 Hedged LP | [2018-09-28] | 913.3 | 510.2 |
| Other | IIF Canadian 1 LP | [2018-09-28] | 1,058.8 | 908.2 |
| Other | IIF Canadian 2 LP | [2018-09-28] | 1,989.2 | 1,923.7 |
| Other | IIF Canadian 3 LP | [2018-09-28] | 291.0 | 295.8 |
| Other | IIF Canadian 4 LP | [2018-09-28] | 760.6 | 685.8 |
| Other | IIF Cayman 1 Hedged Ltd | [2018-09-28] | 334.0 | 108.9 |
| View All | ||||
| Fund Directors | # Filings | # Firms | 2011 - 2020 |
|---|---|---|---|
| David Bree | 179 | 102 | |
| Roger Hanson | 116 | 85 | |
| Kevin Phillip | 37 | 25 | |
| Wade Kenny | 29 | 25 | |
| Linburgh Martin | 97 | 19 | |
| Robert Meschi | 54 | 19 | |
| Warren Keens | 51 | 19 | |
| Don Ebanks | 20 | 18 | |
| Laren Gillespie | 39 | 16 | |
| Deanna Derrick | 18 | 14 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BlackRock Financial Management Inc
✚
|
NY | 1,032.9 |
|
Invesco Advisers Inc
✚
|
GA | 675.2 |
|
Guggenheim Partners Investment Management LLC
✚
|
CA | 200.3 |
|
UBS Asset Management Americas Inc
✚
|
NY | 192.2 |
|
DWS Investment Management Americas Inc
✚
|
NY | 187.7 |
|
JP Morgan Private Investments Inc
✚
|
NY | 173.5 |
|
Oaktree Capital Management LP
✚
|
CA | 99.4 |
|
Stifel Nicolaus & Company Incorporated
✚
|
MO | 97.7 |
|
Credit Suisse Asset Management LLC
✚
|
NY | 73.8 |
|
Brown Advisory LLC
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|
MD | 64.0 |