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| Happy Holidays!! thanks for using AUM13F!! |
| JP Morgan Private Investments Inc
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| CRD # | 110186 |
| SEC # | 801-41088 |
| CIK # | 0000928121, 0001173475, 0000741611 |
| AUM | $375.6 B (2025-03-31) |
| Employees | 714 (10% Investors, 36% Brokers) |
| Phone | 212-464-2070 |
| Address | 383 Madison New York, NY 10179 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Credit Opportunities 2024 LLC | 2025-03-31 | 0.0 | |
| PE | Credit Opportunities 2024 Offshore Sicav- RAIF SCSP | 2025-03-31 | 0.0 | |
| PE | Vintage 2024 Private Investments LLC | 2025-03-31 | 844.2 | |
| PE | Vintage 2024 Private Investments Offshore SICAV-RAIF SCSP | 2025-03-31 | 1,020.7 | |
| PE | Global Impact Fund II SICAV-RAIF SCSP | [2024-03-28] | 90.0 | 99.3 |
| PE | Venture Capital Access Fund LLC | [2024-03-28] | 115.1 | 108.3 |
| PE | Vintage 2023 Private Investments FCR | [2024-03-28] | 49.8 | 50.5 |
| PE | Vintage 2023 Private Investments LLC | [2024-03-28] | 751.4 | 767.8 |
| PE | Vintage 2023 Private Investments Offshore SICAV-RAIF SCSP | [2024-03-28] | 967.4 | 1,052.3 |
| PE | Healthcare Innovation Fund IV LLC | [2023-03-30] | 67.2 | 66.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 855,965 | 129.3 |
| (b) Individuals (high net worth individuals) | 232,200 | 120.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 12 | 101.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 81 | 16.7 |
| (g) Pension and profit sharing plans | 1,172 | 0.8 |
| (h) Charitable organizations | 59 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9,646 | 6.2 |
| (n) Other | 1 | 0.0 |
| Total | 1,099,136 | 375.6 |
| By Discretionary | ||
| Discretionary | 948,556 | 322.7 |
| Non-Discretionary | 150,580 | 52.9 |
| Total | 1,099,136 | 375.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.9 | |
| United States Persons | 366.7 | |
| Total | 1,099,136 | 375.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
UBS Asset Management Americas LLC
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|
NY | 542.2 |
|
MetLife Investment Management LLC
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|
NJ | 508.9 |
|
FIAM LLC
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|
RI | 270.7 |
|
Guggenheim Partners Investment Management LLC
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|
NY | 228.7 |
|
DWS Investment Management Americas Inc
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|
NY | 193.1 |
|
Oaktree Capital Management LP
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|
CA | 171.0 |
|
Brown Advisory LLC
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|
MD | 121.9 |
|
General Atlantic Service Company LP
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|
NY | 105.7 |
|
Principal Real Estate Investors LLC
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|
IA | 99.4 |
|
Iconiq Capital LLC
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|
CA | 95.1 |