⚲
|
JP Morgan Investment Management Inc
✚
|
|
---|---|
CRD # | 107038 |
SEC # | 801-21011 |
CIK # | 0000741611, 0001173475, 0000928121 |
AUM | $2,549.1 BB (2024-08-30) |
Employees | 3,167 (67% Investors, 26% Brokers) |
Phone | 800-343-1113 |
Address | 383 Madison Avenue New York, NY 10179-0001 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($TT) |
---|
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Mas Global Dynamic Allocation Fund LLC | 2024-05-06 | 360.2 | |
PE | 270 Growth Fund I LP | 2024-03-29 | 418.1 | |
PE | 270 Growth Fund I Lux Scsp-Raif | 2024-03-29 | 380.5 | |
PE | 270 Life Sciences Private Capital Fund I LP | 2024-03-29 | 164.9 | |
PE | 270 Life Sciences Private Capital Fund I Lux Scsp-Raif | 2024-03-29 | 121.2 | |
PE | 270 Life Sciences Private Capital Master Fund I Sca-Raif | 2024-03-29 | 266.9 | |
Other | ASRS PE Co-Investments LP | 2024-03-29 | 211.7 | |
RE | Avels IV Cayman SLP LP | 2024-03-29 | 0.0 | |
Other | Courier Feeder Fund 2023 LP | 2024-03-29 | 70.0 | |
RE | JMF IV Cayman SLP LP | 2024-03-29 | 0.2 | |
View All |
AUM Breakdown | Accounts | AUM ($TT) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 14 | 0.0 |
(c) Banking or thrift institutions | 13 | 0.0 |
(d) Investment companies | 365 | 1.4 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 284 | 0.6 |
(g) Pension and profit sharing plans | 848 | 0.1 |
(h) Charitable organizations | 177 | 0.0 |
(i) State or municipal government entities | 146 | 0.1 |
(j) Other investment advisers | 38 | 0.0 |
(k) Insurance companies | 151 | 0.1 |
(l) Sovereign wealth funds and foreign official institutions | 38 | 0.0 |
(m) Corporations or other businesses not listed above | 357 | 0.1 |
(n) Other | 87,711 | 0.0 |
Total | 92,898 | 2.5 |
By Discretionary | ||
Discretionary | 92,802 | 2.5 |
Non-Discretionary | 96 | 0.0 |
Total | 92,898 | 2.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.6 | |
United States Persons | 1.9 | |
Total | 92,898 | 2.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Goldman Sachs Asset Management LP
✚
|
NY | 1,661.3 |
AllianceBernstein LP
✚
|
TN | 651.5 |
Barings LLC
✚
|
NC | 307.7 |
Goldman Sachs & Co LLC
✚
|
NY | 222.7 |
SEI Investments Management Corp
✚
|
PA | 194.8 |
Stifel Nicolaus & Company Incorporated
✚
|
MO | 149.2 |
JP Morgan Private Wealth Advisors LLC
✚
|
CA | 86.3 |
Cresset Asset Management LLC
✚
|
IL | 52.5 |
Pathstone Family Office LLC
✚
|
NJ | 48.3 |
Wells Fargo Investment Institute Inc
✚
|
NC | 43.6 |