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| JP Morgan Investment Management Inc
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| CRD # | 107038 |
| SEC # | 801-21011 |
| CIK # | 0001173475, 0000741611, 0001363391, 0000928121 |
| AUM | 3,519.41 B (2026-06-30) |
| Employees | 3,194 (71% Investors, 26% Brokers) |
| Phone | 800-343-1113 |
| Address | 270 Park Avenue New York, NY 10017-2014 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($T) |
|---|
| Sector | Form 13F Holdings | Value ($T) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($T) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Tax-Smart Disciplined Equity Long/Short 3C7 Fund LLC - Series 1 - St | 2026-06-30 | 35.9 M | |
| HF | Tax-Smart Disciplined Equity Long/Short 3C7 Fund LLC - Series 2 - CH | 2026-06-30 | 24.9 M | |
| PE | 270 Growth Partners III SPV LP | [2026-03-31] | 25.0 M | 25.2 M |
| Offered $25,000,000 · Filed 2025-09-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Duration One year or less · Net Assets $50,000,001 - $100,000,000 | ||||
| PE | 270 Growth Partners II SPV LP | 2026-03-31 | 15.8 M | |
| PE | 270 Growth Partners IV SPV LP | [2026-03-31] | 391.8 M | 131.8 M |
| Filed 2025-12-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $8,000,000 · Revenue Decline to Disclose | ||||
| PE | 270 Growth Partners IV SPV Offshore LP | [2026-03-31] | 391.8 M | 391.8 M |
| Filed 2025-12-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $8,000,000 · Revenue Decline to Disclose | ||||
| PE | 270 HC Growth AUK LTAF Holdings LP | 2026-03-31 | 19.8 M | |
| PE | 270 HC Growth AUK LTAF SPV LP | 2026-03-31 | 19.9 M | |
| PE | 270 Healthcare Growth Fund I LP | [2026-03-31] | 28.7 M | |
| Filed 2025-09-29 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | 270 Healthcare Growth Fund I Lux SCSP-Raif | [2026-03-31] | 93.4 M | |
| Filed 2025-09-29 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | 270 Healthcare Growth Master Fund I Sca-Raif | 2026-03-31 | 124.0 M | |
| Other | ASRS Peg Secondary Portfolio LP | 2026-03-31 | 253.2 M | |
| Other | Courier Feeder Fund 2025 LP | 2026-03-31 | 79.9 M | |
| PE | GT A LTAF Holdings LP | 2026-03-31 | ||
| RE | Net Lease Real Estate Fund II LP | [2026-03-31] | 100.0 M | |
| Offered $900,000,000 · Filed 2026-01-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000,000 · Remaining $800,000,000 · Duration More than one year · Net Assets Over $100,000,000 | ||||
| Other | Peg AD Overflow Fund LP | 2026-03-31 | 10.0 M | |
| Other | Peg A Fund LP | [2026-03-31] | 110.0 M | 110.0 M |
| Filed 2025-12-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $2,000,000 · Remaining Indefinite · Duration One year or less · Commission $2,200,000 · Revenue Not Applicable | ||||
| Other | Peg Aggregator 2025 LP | [2026-03-31] | 435.2 M | 481.0 M |
| Filed 2025-05-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $3,879,310 · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| Other | Peg AUK LTAF LP | 2026-03-31 | ||
| Other | Peg BM Private Equity Fund LP | 2026-03-31 | 182.3 M | |
| Other | Peg B Overflow Fund LP | 2026-03-31 | 200.0 M | |
| Other | Peg C Feeder LP | 2026-03-31 | 70.4 M | |
| Other | Peg Co-Invest Aggregator 2025 LP | [2026-03-31] | 469.9 M | 484.5 M |
| Filed 2025-08-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $3,000,000 · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| Other | Peg C Private Equity Fund LP | 2026-03-31 | 71.4 M | |
| Other | Peg Digital Growth Fund Offshore Special II LP | [2026-03-31] | 488.7 M | 43.1 M |
| Filed 2014-08-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Commission $5,130,413 · Revenue Not Applicable | ||||
| Other | Peg Secondary Aggregator 2025 LP | [2026-03-31] | 231.9 M | 262.8 M |
| Filed 2025-08-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $8,000,000 · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| Other | Peg Secondary Private Equity Investors Offshore Special II LP | [2026-03-31] | 271.3 M | |
| Filed 2013-05-31 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Commission $1,698,000 · Revenue Not Applicable | ||||
| Other | Peg US Small-Mid Market Buyouts Fund VIII LP | [2026-03-31] | 117.5 M | 118.2 M |
| Filed 2026-03-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | Peg US Small-Mid Market Buyouts Fund VIII Offshore Special LP | [2026-03-31] | 21.0 M | 21.0 M |
| Filed 2026-03-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | Lynstone AUK LTAF LP | 2026-01-23 | ||
| LF | My Onchain Net Yield Fund Ltd | 2026-01-23 | 100.3 M | |
| Other | Tax-Smart Disciplined Equity Long/Short 3C7 Fund LLC - 300/200 Seed | 2025-11-26 | 28.9 M | |
| Other | Tax-Smart Disciplined Equity Long/Short 3C7 Fund LLC - Seed | 2025-10-28 | 15.3 M | |
| Other | Concordia Fund J LP | 2025-03-31 | 92.5 M | |
| Other | Courier Feeder Fund 2024 LP | 2025-03-31 | 65.7 M | |
| Other | Peg Aggregator 2024 LP | [2025-03-31] | 433.2 M | 517.6 M |
| Filed 2024-07-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $4,500,000 · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| Other | Peg Co-Investment Fund II LP | [2025-03-31] | 897.1 M | |
| Filed 2024-12-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | Peg Co-Investment Fund II Offshore Special LP | [2025-03-31] | 417.6 M | |
| Filed 2024-12-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | Peg Global Private Equity XII Holding LP | [2025-03-31] | 613.8 M | 1,568.0 M |
| Filed 2025-01-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $18,107,467 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| Other | Peg Global Private Equity XII LP | [2025-03-31] | 484.6 M | 496.4 M |
| Filed 2025-07-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Commission $1,171,350 · Revenue Not Applicable | ||||
| Other | Peg Global Private Equity XII SCSP SICAV-RAIF | [2025-03-31] | 817.2 M | 915.5 M |
| Filed 2025-07-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Commission $990,750 · Revenue Not Applicable | ||||
| Other | Peg J Private Equity Fund LP | 2025-03-31 | 103.7 M | |
| Other | Peg Nickel Custom Fund LP | 2025-03-31 | 519.5 M | |
| RE | Star Lake Opportunity Fund V-A LP | [2025-03-31] | 359.6 M | 643.7 M |
| Filed 2025-07-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Private Credit Secondaries 23 US Note Issuer LLC | [2025-03-28] | 133.0 M | 224.9 M |
| Filed 2024-11-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | Mas Global Dynamic Allocation Fund LLC | [2024-05-06] | 350.0 M | 393.3 M |
| Filed 2024-01-31 (D) · Exemption 506(b) · Minimum $350,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | 270 Growth Fund I LP | [2024-03-29] | 454.7 M | 490.9 M |
| Offered $454,700,000 · Filed 2023-05-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Duration One year or less · Commission $2,406,623 · Net Assets Decline to Disclose | ||||
| PE | 270 Growth Fund I Lux SCSP-Raif | [2024-03-29] | 413.8 M | 446.8 M |
| Offered $413,800,000 · Filed 2023-05-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Duration One year or less · Commission $2,980,650 · Net Assets Decline to Disclose | ||||
| PE | 270 Life Sciences Private Capital Fund I LP | [2024-03-29] | 222.2 M | |
| Filed 2023-09-05 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | 270 Life Sciences Private Capital Fund I Lux SCSP-Raif | [2024-03-29] | 205.2 M | |
| Filed 2023-09-05 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | 270 Life Sciences Private Capital Master Fund I Sca-Raif | 2024-03-29 | 415.0 M | |
| Other | ASRS PE Co-Investments LP | 2024-03-29 | 1,023.3 M | |
| Other | Courier Feeder Fund 2023 LP | 2024-03-29 | 78.4 M | |
| RE | JMF IV Cayman SLP LP | 2024-03-29 | 1.0 M | |
| RE | JRE Cayman LP | 2024-03-29 | ||
| Other | Metacomet Feeder LP | 2024-03-29 | 109.5 M | |
| Other | Metacomet Fund LP | 2024-03-29 | 364.3 M | |
| Other | Peg Aggregator 2023 LP | [2024-03-29] | 460.0 M | 654.0 M |
| Filed 2023-06-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $12,000,000 · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| Other | Peg L Global PE SMA Feeder LP | 2024-03-29 | 278.3 M | |
| Other | Peg L Global PE SMA LP | 2024-03-29 | 283.6 M | |
| Other | Peg Secondary Portfolio Holding LP | [2024-03-29] | 391.0 M | 518.5 M |
| Filed 2025-12-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $2,422,755 · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| Other | Peg Secondary Portfolio LP | [2024-03-29] | 206.1 M | 221.7 M |
| Filed 2025-12-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $300,000 · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| Other | Peg Secondary Portfolio SCSP SICAV-RAIF | [2024-03-29] | 180.2 M | 194.3 M |
| Filed 2025-12-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $300,000 · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| Other | Red & Grey 2023 Private Equity Fund LP | 2024-03-29 | 114.4 M | |
| RE | Trio Net Lease I LP | [2024-03-29] | 250.0 M | 604.7 M |
| Offered $350,000,000 · Filed 2023-07-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $25,000,000 · Remaining $100,000,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | PCS 23 Holdings LP | 2024-03-28 | 652.8 M | |
| PE | Private Credit Secondaries 23 Fund LP | [2024-03-28] | 46.0 M | 382.2 M |
| Filed 2024-02-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Private Credit Secondaries 23 Fund Luxembourg SCSP | [2024-03-28] | 269.2 M | |
| Filed 2024-02-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | Lynstone Capital Opportunities Fund NO1 SCSP | [2023-11-28] | 31.4 M | |
| Filed 2023-07-25 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Lynstone Capital Opportunities Fund NO2 SCSP | [2023-11-28] | 50.7 M | |
| Filed 2025-12-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Lynstone Capital Opportunities Fund NO3 SCSP | [2023-11-28] | 42.1 M | |
| Filed 2025-12-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Lynstone Capital Opportunities Fund NO4 SCSP | [2023-11-28] | 209.8 M | |
| Filed 2023-07-25 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Lynstone Capital Opportunities Fund NO5 SCSP | [2023-11-28] | 59.9 M | |
| Filed 2023-07-25 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Lynstone Capital Opportunities SICAV - RAIF SCSP | 2023-11-28 | 308.8 M | |
| Other | GIM Commercial Mortgage Loan Partnership LP | 2023-06-28 | 5,195.8 M | |
| Other | GIM US CML Fund | 2023-06-28 | 1,417.9 M | |
| PE | 270 Growth Master Fund I Sca-Raif | 2023-06-09 | 922.1 M | |
| PE | 270 Growth Partners I SPV LP | 2023-06-09 | 5.1 M | |
| Other | Courier Feeder Fund 2022 LP | 2023-03-31 | 64.1 M | |
| Other | Credocal LLC | 2023-03-31 | 35.0 M | |
| RE | KP Value Added Fund 1 LP | 2023-03-31 | 409.8 M | |
| Other | Peg Aggregator 2022 LP | [2023-03-31] | 335.0 M | 322.6 M |
| Filed 2022-04-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $7,000,000 · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| Other | Peg Global Private Equity Xi Holding LP | [2023-03-31] | 977.5 M | 1,565.0 M |
| Filed 2023-08-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $28,835,860 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| Other | Peg Global Private Equity Xi LP | [2023-03-31] | 436.7 M | 505.6 M |
| Filed 2024-01-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $125,000 · Remaining Indefinite · Duration More than one year · Commission $818,000 · Revenue Not Applicable | ||||
| Other | Peg Global Private Equity Xi SCSP SICAV-RAIF | [2023-03-31] | 760.7 M | 873.5 M |
| Filed 2024-01-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Commission $1,028,750 · Revenue Not Applicable | ||||
| Other | Peg US Corporate Finance VII LP | [2023-03-31] | 87.6 M | 103.1 M |
| Filed 2022-09-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $20,000,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| Other | Peg US Corporate Finance VII Offshore Special LP | [2023-03-31] | 40.0 M | 47.1 M |
| Filed 2022-09-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $40,000,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| Other | Peg Venture Capital VI LP | [2023-03-31] | 203.0 M | 209.5 M |
| Filed 2022-04-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $7,000,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| Other | Uisif Private Equity Fund LP | 2023-03-31 | 233.3 M | |
| Other | China A-Share Equity Fund LLC | [2022-03-31] | 182.0 M | 38.7 M |
| Filed 2024-04-10 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Commercial Mortgage Income Fund Holding LP | 2022-03-31 | 482.8 M | |
| Other | Commercial Mortgage Income Fund LP | [2022-03-31] | 447.5 M | 642.4 M |
| Filed 2025-03-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Courier Feeder Fund 2021 LP | 2022-03-31 | 105.8 M | |
| Other | EO V CIP Cayman LP | [2022-03-31] | 0.2 M | 6.3 M |
| Offered $1,927,545,814 · Filed 2023-02-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $1,927,381,276 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | Global Emerging Markets Analyst Fund LLC | 2022-03-31 | 28.8 M | |
| Other | IIF Tax Exempt Hedged LP | [2022-03-31] | 1,281.8 M | 1,186.9 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | JMF III Cayman SLP LP | 2022-03-31 | 2.6 M | |
| RE | JPMIM Niagara CP IV LLC | 2022-03-31 | ||
| Other | Peg Aggregator 2021 LP | [2022-03-31] | 342.0 M | 450.8 M |
| Filed 2021-04-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $8,000,000 · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| Other | Peg Co-Investment Fund Offshore Special LP | [2022-03-31] | 331.2 M | 492.1 M |
| Filed 2022-06-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| Other | Peg Global Private Equity X Holding LP | [2022-03-31] | 276.5 M | 1,623.6 M |
| Filed 2021-09-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $2,790,417 · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| Other | Peg Global Private Equity X LP | [2022-03-31] | 335.8 M | 510.7 M |
| Filed 2021-11-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $400,000 · Remaining Indefinite · Duration One year or less · Commission $327,500 · Revenue Not Applicable | ||||
| Other | Peg Global Private Equity X Sa SICAV-RAIF | [2022-03-31] | 778.5 M | 973.1 M |
| Filed 2022-04-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Commission $613,750 · Revenue Not Applicable | ||||
| Other | Peg Z Global Private Equity Feeder Fund LP | 2022-03-31 | 171.6 M | |
| Other | Peg Z Global Private Equity Fund LP | 2022-03-31 | 178.9 M | |
| RE | SPF FIV2 US LP | [2022-03-31] | 682.3 M | 1,247.9 M |
| Filed 2025-06-13 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Minimum $10,000,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | SPF FIV3 Lux SCSP | [2022-03-31] | 50.0 M | 48.0 M |
| Filed 2025-08-27 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Star Lake Fund IV LLC | 2022-03-31 | 342.4 M | |
| RE | Sunbelt Residential US FIV A LP | [2022-03-31] | 239.0 M | |
| Filed 2021-03-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Sunbelt Residential US FIV B LP | [2022-03-31] | 21.0 M | |
| Filed 2021-03-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | US Real Estate Income and Growth Lux SCSP | [2022-03-31] | 58.0 M | 32.7 M |
| Filed 2025-05-22 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | US Real Estate Mezzanine Debt Fund Feeder Lux SCSP | [2022-03-31] | 30.1 M | 33.1 M |
| Filed 2025-08-12 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | US Real Estate Mezzanine Debt Fund Master Lux SCSP | 2022-03-31 | ||
| HF | Lynstone Special Situations Fund II NO1 SCSP | [2022-02-28] | 2,003.3 M | 378.6 M |
| Filed 2022-05-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Lynstone Special Situations Fund II NO2 SCSP | [2022-02-28] | 2,003.3 M | 1,637.4 M |
| Filed 2022-05-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Lynstone Special Situations II | 2022-02-28 | 2,500.2 M | |
| Other | Courier Feeder Fund 2020 LP | 2021-03-31 | 142.3 M | |
| Other | IIF Canadian 2 Hedged LP | [2021-03-31] | 734.0 M | 820.7 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | JMF II Cayman SLP LP | 2021-03-31 | 0.2 M | |
| Other | Peg Co-Investment Fund LP | [2021-03-31] | 609.9 M | 1,049.9 M |
| Filed 2022-06-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| Other | Peninsula Feeder Fund LP | 2021-03-31 | 120.0 M | |
| Other | Courier Feeder Fund 2019 LP | 2020-03-30 | 134.4 M | |
| RE | HSJPN Cayman SLP LP | 2020-03-30 | 6.4 M | |
| RE | Hudsonview 125th Acquisition LP | 2020-03-30 | 1.7 M | |
| RE | Hudsonview TSTY Acquisition LP | 2020-03-30 | 71.8 M | |
| Other | IIF ERISA Hedged LP | [2020-03-30] | 3,652.8 M | 4,046.0 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | IIF Luxembourg 1 Hedged SCSP | [2020-03-30] | 4,732.1 M | 4,217.9 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | IIF Luxembourg 1 SCSP | [2020-03-30] | 6,647.1 M | 5,576.7 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | JPMIM Niagara CP III LLC | 2020-03-30 | ||
| Other | Peg Direct Global Private Equity IX LP | 2020-03-30 | 355.3 M | |
| Other | Peg Direct Global Private Equity VIII LP | 2020-03-30 | 402.9 M | |
| Other | Peg Global Private Equity IX LP | [2020-03-30] | 905.0 M | 763.0 M |
| Filed 2020-10-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $750,000 · Remaining Indefinite · Duration One year or less · Commission $190,000 · Revenue Not Applicable | ||||
| Other | Peg Global Private Equity IX Offshore Special LP | [2020-03-30] | 478.1 M | 569.5 M |
| Filed 2020-10-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Commission $560,500 · Revenue Not Applicable | ||||
| Other | Peg Global Private Equity VIII LP | [2020-03-30] | 850.0 M | 730.6 M |
| Filed 2019-07-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Commission $145,000 · Revenue Not Applicable | ||||
| Other | Peg Global Private Equity VIII Offshore Special LP | [2020-03-30] | 376.9 M | 484.0 M |
| Filed 2019-07-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $400,000 · Remaining Indefinite · Duration One year or less · Commission $494,750 · Revenue Not Applicable | ||||
| RE | SPF FIV4 Lux SCSP | [2020-03-30] | 339.7 M | 157.7 M |
| Filed 2025-06-13 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | SPF FIV5 Intermediate Lux SCSP | 2020-03-30 | 174.5 M | |
| RE | SPF FIV5 Lux SCSP | [2020-03-30] | 251.7 M | 200.2 M |
| Filed 2025-08-12 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Star Lake Fund III LLC | 2020-03-30 | 180.4 M | |
| Other | Tahoe Private Equity Fund II LP | 2020-03-30 | 176.2 M | |
| Other | US Real Estate Mezzanine Debt Fund LP | [2020-03-30] | 0.0 M | 955.3 M |
| Offered $40,000 · Filed 2012-05-10 (D) · Exemption 505, 4(6) · Duration One year or less · Revenue No Revenues | ||||
| RE | US Real Estate QOZ Partners 1 LP | [2020-03-30] | 64.9 M | |
| Filed 2019-02-15 (D) · Exemption 506(b), 3(c)(7), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | US Real Estate QOZ Partners 2 LP | [2020-03-30] | 2.9 M | |
| Filed 2019-10-23 (D) · Exemption 506(b), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | 2018 Private Equity Fund LP | 2019-03-31 | 209.8 M | |
| Other | Courier Feeder Fund LP | 2019-03-31 | 114.2 M | |
| Other | Courier Private Equity Fund LP | 2019-03-31 | 803.2 M | |
| Other | Florida Sunshine State Fund LP | 2019-03-31 | 426.1 M | |
| Other | Global Transport Income Fund Feeder LLC | 2019-03-31 | 1,585.0 M | |
| Other | IIF Canadian 1 Hedged LP | [2019-03-31] | 2,080.2 M | 530.6 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | IIF Cayman 1 Hedged Ltd | [2019-03-31] | 2,640.2 M | 2,476.4 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | IIF Hedged LP | [2019-03-31] | 6,829.0 M | 6,147.0 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | IIF UK 1 Hedged LP | [2019-03-31] | 5,962.1 M | 6,360.7 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | J-Cal LLC | 2019-03-31 | 566.8 M | |
| RE | ParkCal II LLC | 2019-03-31 | 225.4 M | |
| Other | Peg Direct Global Private Equity VII LP | 2019-03-31 | 225.5 M | |
| Other | Peg Global Private Equity VII LP | [2019-03-31] | 850.0 M | 753.1 M |
| Filed 2018-07-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Commission $50,000 · Revenue Not Applicable | ||||
| Other | Peg Global Private Equity VII Offshore Special LP | [2019-03-31] | 492.2 M | 592.1 M |
| Filed 2018-04-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Commission $310,000 · Revenue Not Applicable | ||||
| RE | Regency Vista Park LLC | 2019-03-31 | 2.2 M | |
| Other | EOIV Cayman CIP LP | 2018-03-30 | 3.7 M | |
| RE | European Opportunistic Property Fund III Feeder LLC | 2018-03-30 | 12.6 M | |
| Other | GMIF II CIP Cayman LP | 2018-03-30 | 0.1 M | |
| RE | IPF II Co-Invest Cayman LP | 2018-03-30 | 34.9 M | |
| Other | JPMAM G1 CIP LP | [2018-03-30] | 780.3 M | 1.8 M |
| Offered $780,328,000 · Filed 2012-06-11 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $25,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | JPMAM RE GP 3 LP | 2018-03-30 | 4.6 M | |
| RE | JPMIM Golden Carry 2 LLC | 2018-03-30 | ||
| RE | JPMIM Golden Investor 2 LLC | 2018-03-30 | 0.6 M | |
| Other | Managed Futures Fund CS Ltd | 2018-03-30 | 4.2 M | |
| Other | Nutmeg Opportunities Fund II LLC | 2018-03-30 | 157.2 M | |
| Other | Peg US Corporate Finance VI Select LP | [2018-03-30] | 120.4 M | 106.1 M |
| Filed 2018-05-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Revenue Not Applicable | ||||
| Other | Peg US Direct Corporate Finance VI Select LP | 2018-03-30 | 22.6 M | |
| RE | Regency Redwood LLC | 2018-03-30 | 0.4 M | |
| Other | Diversified Alternatives Fund CS Ltd | 2017-05-30 | 13.2 M | |
| RE | BPRP II Boathouse HoldCo LP | 2017-04-28 | ||
| RE | APPF PTE Ltd | 2017-03-31 | 281.1 M | |
| Other | Diversified Alternatives Fund CS Ltd | 2017-03-31 | 7.4 M | |
| Other | Diversified Real Return Fund CS Ltd | 2017-03-31 | 7.4 M | |
| Other | Global Maritime Investment Fund II Feeder LLC | 2017-03-31 | 166.0 M | |
| Other | Global Maritime Investment Fund II Intermediate LP | 2017-03-31 | 265.1 M | |
| Other | Peg Direct Global Private Equity Institutional Investors VI LLC | [2017-03-31] | 341.0 M | 60.9 M |
| Filed 2017-01-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| PE | Peg FD LLC | 2017-03-31 | 0.0 M | |
| Other | Peg Global Private Equity Institutional Investors VI LLC | [2017-03-31] | 341.0 M | 102.9 M |
| Filed 2017-01-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| Other | Peg Global Private Equity Institutional Investors VI Offshore Special LP | [2017-03-31] | 108.0 M | 233.6 M |
| Filed 2017-01-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| Other | Peg Ho Private Equity Fund LP | 2017-03-31 | 580.4 M | |
| PE | Peg MZ 2016 LP | 2017-03-31 | ||
| Other | Peg Pooled Global Private Equity Institutional Investors VI LLC | 2017-03-31 | 450.5 M | |
| Other | Peg Secondary Private Equity Investors III LP | [2017-03-31] | 810.0 M | 266.1 M |
| Filed 2016-09-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Commission $4,201,875 · Revenue Not Applicable | ||||
| Other | Peg Secondary Private Equity Investors Offshore Special III LP | [2017-03-31] | 346.5 M | 114.0 M |
| Filed 2016-09-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Commission $2,560,450 · Revenue Not Applicable | ||||
| Other | Peg Welborn Private Equity Fund LP | 2017-03-31 | 860.6 M | |
| Other | Peninsula Private Equity Fund LP | 2017-03-31 | 121.6 M | |
| Other | Red River Venture Capital Fund II LP | 2017-03-31 | 359.4 M | |
| RE | Specialty Equity Strategy I Feeder LP | 2017-03-31 | 0.2 M | |
| LF | Prime Liquidity Fund LLC | [2017-01-13] | 104.04 B | 1,877.8 M |
| Filed 2025-08-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | AARP Innovation Fund LP | 2016-03-30 | 23.5 M | |
| RE | Bayview Market Square LP | 2016-03-30 | 253.3 M | |
| Other | CMDB I | 2016-03-30 | 13.8 M | |
| Other | CMDB II | 2016-03-30 | 14.6 M | |
| Other | IIF Australian 1 Trust | [2016-03-30] | 2,004.1 M | 191.7 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | IIF Canadian 4 LP | [2016-03-30] | 1,160.6 M | 1,088.8 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | IPF II Co-Invest Master LP | 2016-03-30 | 35.3 M | |
| RE | ParkCal LLC | 2016-03-30 | 15.0 M | |
| Other | Peg Direct Global Private Equity Institutional Investors V LLC | [2016-03-30] | 242.9 M | 1.5 M |
| Filed 2014-12-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,500,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| PE | Peg Direct Venture Capital Institutional Investors V LLC | 2016-03-30 | 10.9 M | |
| PE | Peg European Direct Corporate Finance Institutional Investors V LLC | 2016-03-30 | 2.6 M | |
| Other | Peg European Pooled Corporate Finance Institutional Investors V LLC | 2016-03-30 | 45.6 M | |
| Other | Peg India Co-Investment LP | [2016-03-30] | 59.5 M | 3.5 M |
| Filed 2015-03-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Finder's Fee $495,000 · Revenue Not Applicable | ||||
| Other | Peg Pooled Global Private Equity Institutional Investors V LLC | 2016-03-30 | 276.6 M | |
| Other | Peg Pooled Venture Capital Institutional Investors V LLC | 2016-03-30 | 210.1 M | |
| Other | Peg Secondary Private Equity Investors II AIV LP | 2016-03-30 | 22.5 M | |
| PE | Peg US Direct Corporate Finance Institutional Investors V LLC | 2016-03-30 | 19.0 M | |
| Other | Peg US Pooled Corporate Finance Institutional Investors V LLC | 2016-03-30 | 226.0 M | |
| PE | Peg WeWork LLC | 2016-03-30 | ||
| Other | Tahoe Private Equity Fund LP | 2016-03-30 | 118.1 M | |
| Other | Teamsters Joint Council No 83 of Virginia Pension Fund Private Equity Fund LP | 2016-03-30 | 120.7 M | |
| RE | Byrnes Park Realty Partners II LP | 2015-03-26 | ||
| PE | Digital Growth Co-Investment 2 LP | 2015-03-26 | 0.0 M | |
| Other | Global Private Equity Institutional Investors V Offshore Special LP | [2015-03-26] | 43.4 M | 31.4 M |
| Filed 2015-04-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $650,000 · Remaining Indefinite · Duration One year or less · Commission $901,000 · Revenue Not Applicable | ||||
| RE | JPMIM 4th Street GP LLC | 2015-03-26 | 0.0 M | |
| RE | JPMIM 4th Street Investor LLC | 2015-03-26 | 1.1 M | |
| RE | JPMIM Front Range Carry LLC | 2015-03-26 | 0.0 M | |
| RE | JPMIM Front Range Investor LLC | 2015-03-26 | 0.0 M | |
| RE | JPMIM Niagara Carry II LLC | 2015-03-26 | 8.9 M | |
| RE | JPMIM Niagara CP II LLC | 2015-03-26 | ||
| RE | JPMIM Regency 1 Carry LLC | 2015-03-26 | ||
| RE | JPMIM Regency 1 Investor LLC | 2015-03-26 | 0.1 M | |
| RE | JPMIM Riverpoint Carry LLC | 2015-03-26 | 0.0 M | |
| RE | JPM MEZZ Debt REIT LLC | 2015-03-26 | 119.8 M | |
| PE | JP Morgan Venture Capital Institutional Investors V LLC | 2015-03-26 | 165.0 M | |
| PE | Peg Digital Growth Fund II LP | [2015-03-26] | 1,346.6 M | 92.6 M |
| Filed 2015-04-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Commission $7,044,750 · Revenue Not Applicable | ||||
| Other | Peg US Corporate Finance Institutional Offshore Investors V LP | [2015-03-26] | 60.0 M | 68.6 M |
| Filed 2015-04-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| Other | Peg Venture Capital Institutional Investors V LLC | [2015-03-26] | 130.0 M | 16.6 M |
| Filed 2015-07-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| RE | Sandy Springs Acquisition Holding LLC | 2015-03-26 | 0.2 M | |
| RE | Star Lake Fund II LLC | 2015-03-26 | ||
| HF | Systematic Alpha Fund LP | [2015-03-26] | 2.9 M | 164.3 M |
| Offered $2,898,169 · Filed 2011-09-28 (D/A) · Exemption 506 · Duration One year or less · Commission $249,406 · Revenue Decline to Disclose | ||||
| HF | Systematic Alpha Fund Ltd | 2015-03-26 | 249.9 M | |
| Other | Villanova Private Assets Fund LP | 2015-03-26 | 79.2 M | |
| HF | Systematic Alpha Master Fund LP | 2014-11-19 | 275.3 M | |
| RE | Advanced City Fund Global LP | 2014-03-31 | 32.1 M | |
| RE | Airro India Sidecar Fund Cayman Corp | 2014-03-31 | 94.4 M | |
| RE | Airro India Sidecar Fund Cayman LP | 2014-03-31 | ||
| RE | Airro India Sidecar Fund US LLC | 2014-03-31 | 94.4 M | |
| RE | Airro India Sidecar Fund US LP | 2014-03-31 | 0.1 M | |
| PE | Asian Infrastructure & Related Resources Opportunity Fund II Cayman Corp | 2014-03-31 | 44.6 M | |
| PE | Asian Infrastructure & Related Resources Opportunity Fund II Cayman LP | 2014-03-31 | 22.6 M | |
| PE | Asian Infrastructure & Related Resources Opportunity Fund II US LLC | 2014-03-31 | 44.6 M | |
| PE | Asian Infrastructure & Related Resources Opportunity Fund II US LP | 2014-03-31 | 0.0 M | |
| RE | Front Range Acquisition Holding LLC | 2014-03-31 | 0.1 M | |
| RE | India Property Fund II Cayman BPS LP | 2014-03-31 | 5.5 M | |
| RE | India Property Fund II Cayman Corp | 2014-03-31 | 75.1 M | |
| RE | India Property Fund II Cayman LP | 2014-03-31 | 85.9 M | |
| RE | India Property Fund II LLC | 2014-03-31 | 75.1 M | |
| RE | India Property Fund II LP | 2014-03-31 | 0.6 M | |
| RE | JPMAM Bengal TR Cayman SLP LP | 2014-03-31 | 4.5 M | |
| PE | JPMAM Coral 2 Cayman SS LP | 2014-03-31 | 2.9 M | |
| RE | JPMIM Riverpoint Investor LLC | 2014-03-31 | 0.0 M | |
| PE | JP Morgan Asian Infrastructure & Related Resources Opportunity Fund II UK LP | 2014-03-31 | 69.3 M | |
| Other | Peg European Corporate Finance Institutional Investors V LLC | [2014-03-31] | 82.4 M | 21.1 M |
| Filed 2014-08-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| Other | Peg Global Private Equity Institutional Investors V LLC | [2014-03-31] | 242.9 M | 25.3 M |
| Filed 2014-12-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,500,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| Other | Peg US Corporate Finance Institutional Investors V LLC | [2014-03-31] | 368.0 M | 23.8 M |
| Filed 2015-07-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| RE | Riverpoint Acquisition Holding LLC | 2014-03-31 | 0.1 M | |
| Other | Access Balanced Fund CS Ltd | 2014-01-24 | 0.1 M | |
| Other | Access Growth Fund CS Ltd | 2014-01-24 | 0.1 M | |
| Other | Commodities Strategy Fund CS Ltd | 2014-01-24 | 37.7 M | |
| Other | HCM Commodities Strategy Fund Ltd | 2014-01-24 | 55.5 M | |
| Other | Systematic Alpha Fund CS Ltd | 2014-01-24 | 47.4 M | |
| Other | Covington Enterprises LLC | 2013-03-28 | 1.1 M | |
| PE | Digital Growth Co-Investment 1 LP | 2013-03-28 | 0.5 M | |
| PE | Estante Private Equity LP | 2013-03-28 | ||
| Other | Frontier Global Buyout Private Investors Offshore LP | 2013-03-28 | 10.8 M | |
| Other | Global Emerging Markets Opportunities Fund LLC | [2013-03-28] | 767.3 M | 100.1 M |
| Filed 2024-04-10 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Harding Private Equity LLC | 2013-03-28 | 2.0 M | |
| Other | Harding Private Equity LP | 2013-03-28 | 24.8 M | |
| Other | Joyful Prospect Feeder Fund LP | 2013-03-28 | 150.1 M | |
| Other | Joyful Prospect Fund II LP | 2013-03-28 | 1.3 M | |
| RE | JPMorgan India Property Fund II PTE Limited | 2013-03-28 | 75.0 M | |
| Other | Mavis Private Equity LP | 2013-03-28 | 24.8 M | |
| PE | Peg Asia Direct Private Equity Fund LLC | 2013-03-28 | 6.2 M | |
| Other | Peg Asia Pooled Private Equity Fund LLC | 2013-03-28 | 47.6 M | |
| Other | Peg China Private Investors LLC | [2013-03-28] | 323.7 M | 169.5 M |
| Filed 2012-11-02 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Commission $3,482,100 · Revenue Not Applicable | ||||
| Other | Peg China Private Investors Offshore LP | [2013-03-28] | 218.4 M | 115.2 M |
| Filed 2012-11-02 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Commission $2,273,250 · Revenue Not Applicable | ||||
| PE | Peg Direct Venture Capital Institutional Investors IV LLC | 2013-03-28 | ||
| PE | Peg European Direct Corporate Finance Institutional Investors IV LLC | 2013-03-28 | ||
| Other | Peg Institutional Investors Offshore Special LP | [2013-03-28] | 115.0 M | 65.2 M |
| Filed 2012-11-02 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| Other | Peg Secondary Private Equity Investors II LP | [2013-03-28] | 597.5 M | 193.7 M |
| Filed 2013-05-31 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Commission $2,529,000 · Revenue Not Applicable | ||||
| PE | Peg US Direct Corporate Finance Institutional Investors IV LLC | 2013-03-28 | ||
| Other | Pioneer Private Equity LLC | 2013-03-28 | 3.7 M | |
| Other | Private Equity Intermediate Cayman LP | [2013-03-28] | 665.4 M | 362.2 M |
| Filed 2012-11-02 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| Other | Shollar Holdings LLC | 2013-03-28 | 1.6 M | |
| Other | Staffordshire Private Equity LP | 2013-03-28 | 24.8 M | |
| Other | Tampico Holdings LLC | 2013-03-28 | 1.0 M | |
| HF | Core EM Diversified Equity Fund LLC | 2012-11-02 | ||
| PE | Chase Capital Partners Private Equity Fund of Funds II Ltd | 2012-04-04 | 99.1 M | |
| PE | Chase Private Equity Partners Select Ltd | 2012-04-04 | 23.7 M | |
| RE | 1620 L Street JPMorgan Investor LLC | 2012-03-30 | 1.0 M | |
| Other | All Country International Equity 3 C 7 Fund LLC | [2012-03-30] | 115.4 M | 224.4 M |
| Filed 2024-04-10 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Alternative Property Fund Domestic II LP | 2012-03-30 | 3.1 M | |
| RE | Alternative Property Fund Domestic I LP | 2012-03-30 | 3.8 M | |
| RE | APF Domestic I REIT Inc | 2012-03-30 | 4.5 M | |
| PE | Asian Infrastructure & Related Resources Opportunity Fund Cayman Corp | 2012-03-30 | 134.1 M | |
| PE | Asian Infrastructure & Related Resources Opportunity Fund Cayman LP | 2012-03-30 | 193.9 M | |
| PE | Asian Infrastructure & Related Resources Opportunity Fund US LLC | 2012-03-30 | 175.0 M | |
| PE | Asian Infrastructure & Related Resources Opportunity Fund US LP | 2012-03-30 | 56.7 M | |
| RE | BPRP JPMorgan Investor LLC | 2012-03-30 | 10.0 M | |
| RE | Byrnes Park Realty Partners 1 LP | 2012-03-30 | 210.9 M | |
| RE | Excelsior II LLC | 2012-03-30 | 2.9 M | |
| Other | Global Emerging Markets Discovery Fund LLC | [2012-03-30] | 2,258.4 M | 472.6 M |
| Filed 2024-04-10 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Global Maritime Investment Fund Feeder LLC | [2012-03-30] | 780.3 M | 3.2 M |
| Offered $780,328,000 · Filed 2012-06-11 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $25,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | IDI/SWIB Canadian Investors LP | 2012-03-30 | 0.1 M | |
| RE | IDI/SWIB Industrial Investors LLC | 2012-03-30 | 0.2 M | |
| Other | IIF Canadian 1 LP | [2012-03-30] | 1,655.3 M | 1,584.3 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | IIF Canadian 2 LP | [2012-03-30] | 2,992.1 M | 3,135.8 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | IIF Canadian 3 LP | [2012-03-30] | 358.0 M | 399.2 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | IIF Cayman 1 Ltd | [2012-03-30] | 648.7 M | 458.4 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | IIF Dutch 1 Cayman LP | [2012-03-30] | 418.2 M | 912.6 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | IIF ERISA LP | 2012-03-30 | 548.0 M | |
| Other | IIF Int'l Holding SCSP | 2012-03-30 | 27.10 B | |
| Other | IIF LP | 2012-03-30 | 2,351.2 M | |
| Other | IIF Tax-Exempt LP | [2012-03-30] | 644.2 M | 513.3 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | IIF UK 1 LP | [2012-03-30] | 6,267.9 M | 4,480.3 M |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | IIF US Holding 2 LP | 2012-03-30 | 23.92 B | |
| Other | IIF US Holding LP | 2012-03-30 | 1,290.7 M | |
| Other | IIF USSC LP | 2012-03-30 | ||
| RE | India Property Fund Cayman Corp | 2012-03-30 | 30.8 M | |
| RE | India Property Fund Cayman LP | 2012-03-30 | 58.0 M | |
| RE | India Property Fund Cayman PS LP | 2012-03-30 | 10.7 M | |
| RE | India Property Fund LLC | 2012-03-30 | 23.0 M | |
| RE | India Property Fund LP | 2012-03-30 | 22.8 M | |
| RE | India Property Mauritius Company I | 2012-03-30 | 114.4 M | |
| RE | JBC/Regency Investor LLC | 2012-03-30 | ||
| Other | Joyful Prospect Fund LP | 2012-03-30 | 152.7 M | |
| PE | JPMAM Coral 1 Cayman SLP LP | 2012-03-30 | 43.7 M | |
| RE | JPMIM Byrnes Park Carry LLC | 2012-03-30 | 8.6 M | |
| RE | JPMIM Golden Investor LLC | 2012-03-30 | ||
| RE | JPMIM Niagara CP LLC | 2012-03-30 | ||
| RE | JPMIM Star Lake Carry LLC | 2012-03-30 | 12.3 M | |
| HF | JPMorgan Absolute Return Credit Fund LLC | 2012-03-30 | 25.2 M | |
| HF | JPMorgan Absolute Return Credit Fund Ltd | 2012-03-30 | 31.0 M | |
| HF | JPMorgan Absolute Return Credit Master Fund Ltd | 2012-03-30 | ||
| Other | JP Morgan Corporate Finance Private Investors III LLC | 2012-03-30 | 53.9 M | |
| HF | JP Morgan Distressed Debt Fund LLC | 2012-03-30 | 10.0 M | |
| HF | JP Morgan Distressed Debt Fund Ltd | 2012-03-30 | 8.2 M | |
| HF | JP Morgan Distressed Debt Master Fund Ltd | 2012-03-30 | ||
| HF | JP Morgan Distressed Debt Opportunities Fund LLC | [2012-03-30] | 14.4 M | |
| Filed 2013-08-28 (D/A) · Exemption 506, 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | JP Morgan Distressed Debt Opportunities Fund Ltd | [2012-03-30] | 14.4 M | |
| Filed 2013-08-28 (D/A) · Exemption 506, 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | JP Morgan Distressed Debt Opportunities Master Fund Ltd | [2012-03-30] | 15.7 M | 1.5 M |
| Filed 2013-08-28 (D/A) · Exemption 506, 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | JPMorgan Fixed Income Opportunity Fund LP | 2012-03-30 | 0.1 M | |
| HF | JPMorgan Fixed Income Opportunity Fund Ltd | 2012-03-30 | 160.9 M | |
| HF | JPMorgan Fixed Income Opportunity Institutional Fund Ltd | 2012-03-30 | ||
| HF | JPMorgan Fixed Income Opportunity Master Fund LP | 2012-03-30 | ||
| HF | J P Morgan Global Absolute Return Strategies Fund LLC | 2012-03-30 | 104.2 M | |
| HF | J P Morgan Global Absolute Return Strategies Fund Ltd | [2012-03-30] | 136.1 M | 91.9 M |
| Filed 2013-06-10 (D/A) · Exemption 506, 3(c)(7) · Minimum $2,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | J P Morgan Global Absolute Return Strategies Fund Sub A Ltd | 2012-03-30 | 1.7 M | |
| HF | J P Morgan Global Absolute Return Strategies Master Fund Ltd | 2012-03-30 | 196.2 M | |
| RE | JPMorgan Greater China Property Fund Cayman Corp | 2012-03-30 | ||
| RE | JPMorgan Greater China Property Fund Cayman II LP | 2012-03-30 | 5.5 M | |
| RE | JPMorgan Greater China Property Fund Cayman LP | 2012-03-30 | 15.7 M | |
| RE | JPMorgan Greater China Property Fund Cayman Master LP | 2012-03-30 | 49.4 M | |
| RE | JPMorgan Greater China Property Fund Cayman SLP LP | 2012-03-30 | 4.3 M | |
| RE | JPMorgan Greater China Property Fund LLC | 2012-03-30 | ||
| RE | JPMorgan Greater China Property Fund LP | 2012-03-30 | 18.0 M | |
| Other | JPMorgan IIF German 1 GmbH & Co KG | 2012-03-30 | 2.6 M | |
| HF | J P Morgan International Equity Fund LLC | 2012-03-30 | ||
| HF | JP Morgan Public Bond Fund LLC | 2012-03-30 | ||
| HF | J P Morgan Research Total Return Fund LLC | [2012-03-30] | 20.3 M | 18.6 M |
| Filed 2013-02-15 (D/A) · Exemption 506, 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | J P Morgan Research Total Return Fund Ltd | [2012-03-30] | 8.1 M | 6.6 M |
| Filed 2013-02-15 (D/A) · Exemption 506, 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | J P Morgan Research Total Return Master Fund Ltd | 2012-03-30 | 26.2 M | |
| Other | JP Morgan Secondary Private Equity Investors LLC | 2012-03-30 | 886.4 M | |
| PE | JP Morgan Structured Debt Fund LLC | 2012-03-30 | 5.0 M | |
| RE | JPMorgan URPF Master Holding LP | 2012-03-30 | 58.6 M | |
| RE | JPMorgan Usopf RE Master LP | 2012-03-30 | ||
| Other | Nutmeg Opportunities Fund LP | 2012-03-30 | 87.2 M | |
| Other | Peg Asia Private Equity Fund LLC | 2012-03-30 | 3.2 M | |
| PE | Peg Digital Growth Fund LP | [2012-03-30] | 1,217.5 M | 4.8 M |
| Filed 2011-02-23 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Commission $13,013,500 · Revenue Not Applicable | ||||
| PE | Peg Direct Corporate Finance Private Investors LLC | 2012-03-30 | 8.2 M | |
| PE | Peg Direct Venture Capital Institutional Investors III LLC | 2012-03-30 | 10.7 M | |
| PE | Peg Direct Venture Capital Institutional Investors II LLC | 2012-03-30 | 25.8 M | |
| PE | Peg Direct Venture Capital Private Investors II LLC | 2012-03-30 | 5.3 M | |
| PE | Peg Direct Venture Capital Private Investors LLC | 2012-03-30 | 0.4 M | |
| PE | Peg European Direct Corporate Finance Institutional Investors III LLC | 2012-03-30 | 9.7 M | |
| PE | Peg European Direct Corporate Finance Institutional Investors II LLC | 2012-03-30 | 1.6 M | |
| PE | Peg European Direct Corporate Finance Private Investors II LLC | 2012-03-30 | 0.2 M | |
| Other | Peg Pooled Corporate Finance Private Investors LLC | 2012-03-30 | 3.1 M | |
| Other | Peg Pooled Venture Capital Private Investors LLC | 2012-03-30 | 7.4 M | |
| PE | Peg US Direct Corporate Finance Institutional Investors III LLC | 2012-03-30 | 11.1 M | |
| PE | Peg US Direct Corporate Finance Institutional Investors II LLC | 2012-03-30 | 15.2 M | |
| PE | Peg US Direct Corporate Finance Private Investors II LLC | 2012-03-30 | 0.6 M | |
| Other | Red River Venture Capital Fund LP | 2012-03-30 | 181.5 M | |
| RE | Regency Vista del Lago Investor LLC | 2012-03-30 | ||
| RE | SMF Global LP | 2012-03-30 | 1,632.2 M | |
| RE | Star Lake Fund I LLC | 2012-03-30 | ||
| Other | US Large Cap 130/30 Fund LLC | [2012-03-30] | 2,095.9 M | 1,553.9 M |
| Filed 2025-10-17 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | US Real Estate Income and Growth Corp Cayman | [2012-03-30] | 141.7 M | 77.3 M |
| Filed 2025-05-15 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | US Real Estate Income and Growth Direct LP | [2012-03-30] | 497.4 M | 257.4 M |
| Filed 2025-05-15 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | US Real Estate Income and Growth Domestic LP | [2012-03-30] | 497.4 M | 998.4 M |
| Filed 2025-05-15 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | US Real Estate Income and Growth Finance Corp Cayman | [2012-03-30] | 154.5 M | 9.1 M |
| Filed 2025-05-15 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | US Real Estate Income and Growth Investment Corp Cayman | [2012-03-30] | 191.5 M | 20.2 M |
| Filed 2025-05-15 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | US RE I & G GmbH & Co KG | [2012-03-30] | 595.2 M | |
| Filed 2020-04-01 (D/A) · Exemption 3(c)(7), 506(b) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($T) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 15 | 0.0 |
| (c) Banking or thrift institutions | 16 | 0.0 |
| (d) Investment companies | 373 | 1.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 305 | 0.9 |
| (g) Pension and profit sharing plans | 892 | 0.2 |
| (h) Charitable organizations | 200 | 0.0 |
| (i) State or municipal government entities | 155 | 0.1 |
| (j) Other investment advisers | 97 | 0.0 |
| (k) Insurance companies | 154 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 41 | 0.1 |
| (m) Corporations or other businesses not listed above | 461 | 0.2 |
| (n) Other | 126,256 | 0.1 |
| Total | 132,150 | 3.5 |
| By Discretionary | ||
| Discretionary | 132,057 | 3.5 |
| Non-Discretionary | 93 | 0.0 |
| Total | 132,150 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 2.7 | |
| Total | 132,150 | 3.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Bree | Director | 428 | 100 | |
| Roger Hanson | Director | 255 | 86 | |
| Kevin Phillip | Director | 193 | 39 | |
| Alaina Danley | Director | 111 | 32 | |
| Wade Kenny | Director | 86 | 31 | |
| John D'Agostino | Director | 121 | 29 | |
| Linburgh Martin | Director | 208 | 26 | |
| Warren Keens | Director | 128 | 26 | |
| Paras Malde | Director | 77 | 26 | |
| Don Ebanks | Director | 95 | 25 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001363391] | |
| 3 | [0001363391] | |
| 4 | [0001363391] | |
| SC 13D | [0001363391] | |
| SC 13G | [0001363391] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $723.5B |
| Clients | 59 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | 549300W78QHV4XMM6K69 |
| Related People Network |
|---|
| 85 people file Form D offerings alongside this firm's people, tied to 44 other firms through shared filers. |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
JPMorgan Private Markets Fund NONE
Class I Common Shares
|
2026-01-30 | Sell | 1,124,935.32 | $17.78 | 20,001,350 |
|
JPMorgan Private Markets Fund NONE
Class I Common Shares
|
2025-10-30 | Sell | 1,152,472.05 | $17.35 | 19,995,390 |
|
JPMorgan Private Markets Fund NONE
Class I Common Shares
|
2023-09-18 | Buy | 3,656,010.07 | $12.31 | 45,005,484 |
|
JPMorgan Private Markets Fund NONE
Class I Common Shares
|
2023-07-12 | Buy | 520,250 | $10.00 | 5,202,500 |
|
1Life Healthcare Inc ONEM
Common Stock
|
2020-02-04 | Conversion | 343,607 | ||
|
1Life Healthcare Inc ONEM
Series H Preferred Stock · derivative
|
2020-02-04 | Conversion | 5,383,180 | ||
|
1Life Healthcare Inc ONEM
Series H Preferred Stock · derivative
|
2020-02-04 | Conversion | 343,607 | ||
|
1Life Healthcare Inc ONEM
Common Stock
|
2020-02-04 | Conversion | 5,383,180 | ||
|
Varonis Systems Inc VRNS
Series D Preferred Stock · derivative
|
2014-03-05 | Conversion | 489,649 | $0.00 | |
|
Varonis Systems Inc VRNS
Series D Preferred Stock · derivative
|
2014-03-05 | Conversion | 470,063 | $0.00 | |
|
Varonis Systems Inc VRNS
Common Stock
|
2014-03-05 | Conversion | 103,666 | ||
|
Varonis Systems Inc VRNS
Common Stock
|
2014-03-05 | Conversion | 107,985 | ||
|
Varonis Systems Inc VRNS
Common Stock
|
2014-03-05 | Conversion | 12,396 | ||
|
Varonis Systems Inc VRNS
Common Stock
|
2014-03-05 | Conversion | 19,586 | ||
|
Varonis Systems Inc VRNS
Common Stock
|
2014-03-05 | Conversion | 470,063 | ||
|
Varonis Systems Inc VRNS
Common Stock
|
2014-03-05 | Conversion | 489,649 | ||
|
Varonis Systems Inc VRNS
Common Stock
|
2014-03-05 | Conversion | 2,734 | ||
|
Varonis Systems Inc VRNS
Common Stock
|
2014-03-05 | Conversion | 4,319 | ||
|
Varonis Systems Inc VRNS
Series A Preferred Stock · derivative
|
2014-03-05 | Conversion | 107,985 | $0.00 | |
|
Varonis Systems Inc VRNS
Series D Preferred Stock · derivative
|
2014-03-05 | Conversion | 19,586 | $0.00 | |
| showing 20 of 111 most recent transactions | |||||
| Comparable Firms | State | AUM |
|---|---|---|
|
Goldman Sachs Asset Management LP
✚
|
NY | 2,648.90 B |
|
CapFinancial Partners LLC
✚
|
NC | 1,236.70 B |
|
AllianceBernstein LP
✚
|
TN | 763.40 B |
|
Barings LLC
✚
|
NC | 392.75 B |
|
SEI Investments Management Corp
✚
|
PA | 216.43 B |
|
Stifel Nicolaus & Company Incorporated
✚
|
MO | 197.53 B |
|
Focus Partners Wealth LLC
✚
|
MO | 181.86 B |
|
Goldman Sachs & Co LLC
✚
|
NY | 133.64 B |
|
Pathstone Family Office LLC
✚
|
NJ | 110.30 B |
|
Cresset Asset Management LLC
✚
|
IL | 78.94 B |