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JP Morgan Private Investments Inc
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CRD # | 110186 |
SEC # | 801-41088 |
CIK # | 0000741611, 0000928121, 0001173475 |
AUM | $292.9 BB (2024-07-19) |
Employees | 745 (10% Investors, 36% Brokers) |
Phone | 212-464-2070 |
Address | 383 Madison New York, NY 10179-0001 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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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 ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 827,116 | 123.7 |
(b) Individuals (high net worth individuals) | 108,186 | 75.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 13 | 74.7 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 77 | 14.9 |
(g) Pension and profit sharing plans | 1,016 | 0.6 |
(h) Charitable organizations | 37 | 0.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 5,411 | 3.8 |
(n) Other | 1 | 0.0 |
Total | 941,857 | 292.9 |
By Discretionary | ||
Discretionary | 789,266 | 246.3 |
Non-Discretionary | 152,591 | 46.6 |
Total | 941,857 | 292.9 |
By Non-United States Persons | ||
Non-United States Persons | 7.8 | |
United States Persons | 285.1 | |
Total | 941,857 | 292.9 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
Don Seymour | 315 | |||
Scott Lennon | 154 | |||
Kevin Phillip | 172 | |||
Laren Gillespie | 114 | |||
Richard Ruffer | 331 | |||
Nicole Ramroop | 39 | |||
Christine Fletcher | 56 | |||
Isatou Sey | 41 | |||
James Walker | 213 | |||
Leon Rhule | 45 | |||
View All |
Comparable Firms | State | AUM ($BB) |
---|---|---|
MetLife Investment Management LLC
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|
NJ | 499.5 |
UBS Asset Management Americas LLC
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|
NY | 477.9 |
FIAM LLC
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|
RI | 219.2 |
Guggenheim Partners Investment Management LLC
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|
CA | 208.8 |
DWS Investment Management Americas Inc
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|
NY | 173.0 |
Oaktree Capital Management LP
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|
CA | 161.5 |
Brown Advisory LLC
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|
MD | 108.3 |
Principal Real Estate Investors LLC
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|
IA | 93.9 |
Iconiq Capital LLC
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|
CA | 84.2 |
PineBridge Investments LLC
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|
NY | 73.9 |