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| JP Morgan Investment Management Inc
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| CRD # | 107038 |
| SEC # | 801-21011 |
| CIK # | |
| AUM | 3,519.41 B (2026-06-30) |
| Employees | 3,194 (71% Investors, 26% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-343-1113 |
| Address | 270 Park Avenue New York, NY 10017-2014 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($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 $8,000,000 · Revenue Decline to Disclose | ||||
| PE | 270 HC Growth AUK LTAF Holdings LP | 2026-03-31 | 19.8 M | |
| PE | 270 HC Growth AUK LTAF SPV LP | 2026-03-31 | 19.9 M | |
| PE | 270 Healthcare Growth Fund I LP | [2026-03-31] | 28.7 M | |
| Filed 2025-09-29 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | 270 Healthcare Growth Fund I Lux SCSP-Raif | [2026-03-31] | 93.4 M | |
| Filed 2025-09-29 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 196 | 39 | |
| Alaina Danley | Director | 111 | 32 | |
| Wade Kenny | Director | 86 | 31 | |
| John D'Agostino | Director | 124 | 29 | |
| Linburgh Martin | Director | 208 | 26 | |
| Warren Keens | Director | 128 | 26 | |
| Paras Malde | Director | 79 | 26 | |
| Don Ebanks | Director | 95 | 25 | |
| Laren Gillespie | Director | 119 | 24 | |
| Robert Meschi | Director | 145 | 22 | |
| James Kattan | Director | 112 | 18 | |
| Richard Ruffer | Director | 428 | 15 | |
| Deanna Derrick | Director | 40 | 15 | |
| Simon Barnes | Director | 80 | 14 | |
| Christine Fletcher | Director | 72 | 13 | |
| Isatou Sey | Director | 41 | 13 | |
| John Sutlic | Director | 60 | 11 | |
| Leon Rhule | Director | 48 | 10 | |
| Daniel Grugan | Director | 26 | 10 | |
| Darren Gorman | Director | 124 | 8 | |
| Olivier Meyer | Director | 32 | 8 | |
| Vumindaba Dube | Director | 23 | 7 | |
| Robert Aspinall | Director | 22 | 7 | |
| JP Morgan Investment Management Inc | Executive Officer, Promoter | 139 | 6 | |
| Michael Kelly | Executive Officer | 85 | 6 | |
| Coleen Gasiewski | Director | 83 | 6 | |
| William Blackwell | Director | 23 | 6 | |
| Roger Priaulx | Director | 15 | 6 | |
| James Murphy | Director | 62 | 5 | |
| Reshmi Mitra | Director | 21 | 5 | |
| Vumi Dube | Director | 9 | 5 | |
| Godfred Mensah | Director | 7 | 5 | |
| David Lloyd | Director | 47 | 4 | |
| Steven Lee | Executive Officer | 32 | 4 | |
| Lawrence Fuchs | Director, Executive Officer | 19 | 4 | |
| Nicholas Parkes | Director | 18 | 4 | |
| David Redmond | Director | 15 | 4 | |
| Gwendolyn McLaughlin | Director | 15 | 4 | |
| Jonathan Herrick | Director | 14 | 4 | |
| Lindburgh Martin | Director | 11 | 4 | |
| Kevin Philip | Director | 10 | 4 | |
| Dan Smith | Director, Executive Officer | 65 | 3 | |
| Steven Greenspan | Director, Executive Officer | 50 | 3 | |
| James Allen | Director | 39 | 3 | |
| Rick Smith | Executive Officer | 39 | 3 | |
| Trident Fund Services Inc | Director, Executive Officer | 39 | 3 | |
| Brian Visel | Director, Executive Officer | 38 | 3 | |
| JP Morgan Institutional Investments Inc | Promoter | 35 | 3 | |
| JP Morgan Securities LLC | Promoter | 29 | 3 | |
| Christian Porwoll | Director, Executive Officer | 27 | 3 | |
| JP Morgan Alternative Asset Management Inc | Promoter | 21 | 3 | |
| Trident Directors Cayman Ltd | Director, Executive Officer | 20 | 3 | |
| Trident Secretaries Cayman Ltd | Director, Executive Officer | 19 | 3 | |
| JPMorgan Asset Management Europe Sa RL | Executive Officer | 18 | 3 | |
| Gaurav Gupta | Executive Officer | 17 | 3 | |
| Anya Schiess | Executive Officer | 11 | 3 | |
| S Prendergast | Director | 10 | 3 | |
| Jean-Christophe Ehlinger | Director | 10 | 3 | |
| Mario Novello | Director, Executive Officer | 9 | 3 | |
| Thibault Corlay | Director | 8 | 3 | |
| Colin Whittington | Director | 7 | 3 | |
| Mark Doherty | Director | 7 | 3 | |
| Peter Stafford | Director | 6 | 3 | |
| Anju Mathoora | Director | 4 | 3 | |
| Jon Griffin | Director | 53 | 2 | |
| Scott Palmer | Promoter | 47 | 2 | |
| William Glass | Executive Officer | 44 | 2 | |
| Stephen Squinto | Executive Officer | 24 | 2 | |
| GPE GP LLC | Executive Officer | 24 | 2 | |
| Joseph Pistone | Executive Officer | 20 | 2 | |
| Randy Daniels | Director | 17 | 2 | |
| Samantha Beattie | Director, Executive Officer | 17 | 2 | |
| Nancy Brown | Executive Officer | 16 | 2 | |
| Andrew Oliver | Director | 15 | 2 | |
| Randal Daije | Director | 14 | 2 | |
| Rafael Elias | Director | 13 | 2 | |
| Alfred Dort | Director, Executive Officer | 13 | 2 | |
| Andrew Stern | Executive Officer | 12 | 2 | |
| Valarie Grant | Executive Officer | 12 | 2 | |
| Linda Taylor | Director | 11 | 2 | |
| Patrick McGoldrick | Executive Officer | 11 | 2 | |
| Rita Sallis | Director | 10 | 2 | |
| Kenneth Beer | Director | 10 | 2 | |
| Anne Cleary | Director | 10 | 2 | |
| Dennis Clarke | Director | 10 | 2 | |
| Joseph Siletto | Executive Officer | 9 | 2 | |
| Richard Crombie | Director | 9 | 2 | |
| Christopher Dawe | Executive Officer | 8 | 2 | |
| Mark Bonapace | Director | 8 | 2 | |
| Christopher Ward | Director | 8 | 2 | |
| Kathleen Nelson | Director | 8 | 2 | |
| Pall Eyjolfsson | Director | 7 | 2 | |
| Chad Tredway | Executive Officer | 7 | 2 | |
| Paul Farmer | Director | 7 | 2 | |
| Lynstone Capital Opportunities GP Sa RL | Executive Officer | 7 | 2 | |
| Karl McCathern | Director | 6 | 2 | |
| Brian Nottage | Executive Officer | 6 | 2 | |
| Armando Pena | Director | 6 | 2 | |
| Sean Leonard | Director | 6 | 2 | |
| John Littlefield | Director | 5 | 2 | |
| Carmen Bowser | Director | 5 | 2 | |
| Tina Lin | Director | 4 | 2 | |
| Preston Meyer | Executive Officer | 4 | 2 | |
| Wayne Comer | Executive Officer | 4 | 2 | |
| Evan Sotiriou | Executive Officer | 4 | 2 | |
| Klayre Ingerton | Executive Officer | 4 | 2 | |
| Paul Quinsee | Executive Officer | 4 | 2 | |
| Brian Carlin | Executive Officer | 4 | 2 | |
| Sara Stratton | Director | 4 | 2 | |
| Gwen McLaughlin | Director | 3 | 2 | |
| Michael Treacy | Director | 3 | 2 | |
| Roderick Swan | Director | 3 | 2 | |
| JP Morgan Investment Management | Executive Officer | 3 | 2 | |
| Rob Aspinall | Director | 3 | 2 | |
| Peter Walkey | Director | 3 | 2 | |
| Terence Reid | Director | 3 | 2 | |
| Iif Manager LLC | Promoter | 3 | 2 | |
| The Trust Company Australia Limited Abn 21 000 000 993 | Director | 2 | 2 | |
| Jonathan Sherman | Executive Officer | 2 | 2 | |
| Alex McAlister | Executive Officer | 2 | 2 | |
| Michael Mauricio | Executive Officer | 2 | 2 | |
| Digital Growth GP Ltd | Executive Officer | 2 | 2 | |
| Daniel Picone | Executive Officer | 2 | 2 | |
| Robin Thirsk | Director | 2 | 2 | |
| Saranya Balajeyagaran | Executive Officer | 2 | 2 | |
| Teresa Lee-Antonas | Executive Officer | 2 | 2 | |
| Lawrence Ostow | Director | 2 | 2 | |
| Nicholas George | Executive Officer | 2 | 2 | |
| Vetrece Martin | Director, Executive Officer | 21 | 1 | |
| Andrew Tyson | Director | 9 | 1 | |
| Alistair Dilbert | Director | 9 | 1 | |
| Rick Gorter | Director | 8 | 1 | |
| Henry Fayne | Director | 8 | 1 | |
| Peter Walkley | Director | 8 | 1 | |
| Andrew Lepper | Director | 6 | 1 | |
| Mark Beckett | Director | 5 | 1 | |
| GPE GP Sa RL | Executive Officer | 3 | 1 | |
| JP Morgan Asset Management Europe Sarl | Promoter | 3 | 1 | |
| Peg Global Private Equity Offshore Ltd | Executive Officer | 3 | 1 | |
| Patrick Meunier | Director | 2 | 1 | |
| Alistar Dilbert | Director | 2 | 1 | |
| Bernard Fahey | Executive Officer | 2 | 1 | |
| Simon Gorter | Director | 2 | 1 | |
| JP Morgan Asset Management | Promoter | 2 | 1 | |
| Patrick Houbert | Director | 2 | 1 | |
| Luke Sikora | Executive Officer | 2 | 1 | |
| Coin Offshore Ltd | Executive Officer | 2 | 1 | |
| Coin GP LLC | Executive Officer | 2 | 1 | |
| Lynstone Special Situations II GP Sa RL | Executive Officer | 2 | 1 | |
| Nick Parkes | Director | 2 | 1 | |
| Saul Campbell | Director | 2 | 1 | |
| JPMIM Nnn Re II GP LLC | Promoter | 1 | 1 | |
| Shaun Burch | Director | 1 | 1 | |
| Peg Global Private Equity Institutional Investors VI Offshore Ltd | Executive Officer | 1 | 1 | |
| 270 Healthcare Growth Fund I GP Lux Sa RL | Director | 1 | 1 | |
| Lubomir Jakubek | Director | 1 | 1 | |
| Secondary III GP LLC | Executive Officer | 1 | 1 | |
| Burkhard Kubel-Sorger | Director | 1 | 1 | |
| JP Morgan Growth Equity Division Holdings Inc | Promoter | 1 | 1 | |
| Digital Growth II GP Ltd | Executive Officer | 1 | 1 | |
| Arnaud Gebhart | Director | 1 | 1 | |
| Timothy Woodhouse | Executive Officer | 1 | 1 | |
| Robin Thirst | Director | 1 | 1 | |
| 270 Growth Fund GP LLC | Promoter | 1 | 1 | |
| Karen Coyle | Executive Officer | 1 | 1 | |
| Peg Global Private Equity VIII Offshore Ltd | Executive Officer | 1 | 1 | |
| Peg Global Private Equity VII Offshore Ltd | Executive Officer | 1 | 1 | |
| 270 Healthcare Growth Fund I GP LLC | Director | 1 | 1 | |
| Secondary II GP Ltd | Executive Officer | 1 | 1 | |
| Ashley Maisano | Promoter | 1 | 1 | |
| Jean-Christope Ehlinger | Director | 1 | 1 | |
| 270 Growth Fund GP Lux Sa RL | Promoter | 1 | 1 | |
| Global Private Equity Institutional Investors V Offshore Ltd | Executive Officer | 1 | 1 | |
| Susheila Gross | Director | 1 | 1 | |
| JP Morgan Insitutional Investments Inc | Promoter | 1 | 1 | |
| Catherine Millane | Director | 1 | 1 | |
| Dr Carsten Strohdeicher | Director | 1 | 1 | |
| JP Morgan Institutional Investors GP Ltd | Executive Officer | 1 | 1 | |
| David Mungall | Director | 1 | 1 | |
| J P Morgan Investment Management Inc | Promoter | 1 | 1 | |
| Jens Schmitt | Director | 1 | 1 | |
| Eileen Cohen | Executive Officer | 1 | 1 | |
| Jessica Hislop | Director | 1 | 1 | |
| Digital Growth II GP LLC | Executive Officer | 1 | 1 | |
| GPE VIII GP LLC | Executive Officer | 1 | 1 | |
| Carsten Strohdeicher | Director | 1 | 1 | |
| Charles Wick | Promoter | 1 | 1 | |
| Lee Spelman | Executive Officer | 1 | 1 | |
| JP Morgan Growth Equity Partners | Executive Officer | 1 | 1 | |
| Justin Heller | Executive Officer | 1 | 1 | |
| JPMIM Debt Investments GP US LLC | Promoter | 1 | 1 | |
| JP Morgan China Private Investors GP Ltd | Executive Officer | 1 | 1 | |
| Jenna Silver | Promoter | 1 | 1 | |
| GPE VII GP LLC | Executive Officer | 1 | 1 | |
| Ashley Rose Maisano | Executive Officer | 1 | 1 | |
| Secondary III GP Ltd | Executive Officer | 1 | 1 | |
| Susan Bao | Executive Officer | 1 | 1 | |
| Gwendolyn McClaughlin | Director | 1 | 1 | |
| S Predergast | Director | 1 | 1 | |
| Uscf VI Select GP LLC | Executive Officer | 1 | 1 | |
| Secondary II GP LLC | Executive Officer | 1 | 1 | |
| Terrence Reid | Director | 1 | 1 | |
| Cielo Ordonez | Director | 1 | 1 | |
| Trio Net Lease I GP LLC | Executive Officer | 1 | 1 | |
| Kathleen Cahill | Executive Officer | 1 | 1 | |
| JP Morgan Institutional Investments | Promoter | 1 | 1 | |
| Jpmuscf V GP Ltd | Executive Officer | 1 | 1 |
| 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. |
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