JP Morgan Private Investments Inc

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Assets, Funds, Holdings

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JP Morgan Private Investments Inc
CRD #110186
SEC #801-41088
CIK #0000741611, 0000928121, 0001173475
AUM $292.9 BB (2024-07-19)
Employees 745 (10% Investors, 36% Brokers)
Phone212-464-2070
Address383 Madison
New York, NY 10179-0001
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
3002401801206002001200920172025
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE Global Impact Fund II SICAV-RAIF SCSP [2024-03-28] 90.0 64.7
PE Venture Capital Access Fund LLC [2024-03-28] 107.9 80.9
PE Vintage 2023 Private Investments FCR [2024-03-28] 49.8 50.1
PE Vintage 2023 Private Investments LLC [2024-03-28] 751.4 768.0
PE Vintage 2023 Private Investments Offshore SICAV-RAIF SCSP [2024-03-28] 967.4 1,052.8
PE Healthcare Innovation Fund IV LLC [2023-03-30] 67.2 67.4
PE Healthcare Innovation Fund IV Offshore SICAV-RAIF SCSP [2023-03-30] 110.1 110.2
HF Investments Strategy Selection Master Fund SPC Ltd - Equity Income Segregated Portfolio 2023-03-30 0.0
PE Next GEN Real Estate LLC [2023-03-30] 61.3 59.7
PE Next GEN Real Estate Offshore SICAV-RAIF SCSP [2023-03-30] 60.9 61.8
View All
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 827,116 123.7
(b) Individuals (high net worth individuals) 108,186 75.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 13 74.7
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 77 14.9
(g) Pension and profit sharing plans 1,016 0.6
(h) Charitable organizations 37 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5,411 3.8
(n) Other 1 0.0
Total 941,857 292.9
By Discretionary
Discretionary 789,266 246.3
Non-Discretionary 152,591 46.6
Total 941,857 292.9
By Non-United States Persons
Non-United States Persons 7.8
United States Persons 285.1
Total 941,857 292.9
Form D Directors # Filings # Firms 2011 - 2024
Don Seymour 315
Scott Lennon 154
Kevin Phillip 172
Laren Gillespie 114
Richard Ruffer 331
Nicole Ramroop 39
Christine Fletcher 56
Isatou Sey 41
James Walker 213
Leon Rhule 45
View All
Comparable Firms State AUM ($BB)
MetLife Investment Management LLC
NJ 499.5
UBS Asset Management Americas LLC
NY 477.9
FIAM LLC
RI 219.2
Guggenheim Partners Investment Management LLC
CA 208.8
DWS Investment Management Americas Inc
NY 173.0
Oaktree Capital Management LP
CA 161.5
Brown Advisory LLC
MD 108.3
Principal Real Estate Investors LLC
IA 93.9
Iconiq Capital LLC
CA 84.2
PineBridge Investments LLC
NY 73.9
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