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| JP Morgan Private Investments Inc
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| CRD # | 110186 |
| SEC # | 801-41088 |
| CIK # | 0001173475, 0000928121, 0000741611 |
| AUM | $470.0 B (2026-06-26) |
| Employees | 758 (13% Investors, 35% Brokers) |
| Phone | 212-464-2070 |
| Address | 270 Park Avenue New York, NY 10017-2014 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Venture Growth Select LLC | [2026-03-27] | 599.5 | 599.5 |
| Filed 2025-11-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Commission $11,203,200 · Net Assets Decline to Disclose | ||||
| PE | Venture Growth Select Offshore SICAV-RAIF SCSP | [2026-03-27] | 506.5 | 506.5 |
| Filed 2025-11-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $125,000 · Remaining Indefinite · Duration One year or less · Commission $5,618,800 · Net Assets Decline to Disclose | ||||
| PE | Vintage 2024 Private Investments FCR | 2026-03-27 | 62.5 | |
| PE | Vintage 2025 Private Investments LLC | [2026-03-27] | 669.7 | 668.9 |
| Filed 2025-10-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Commission $4,644,925 · Net Assets Decline to Disclose | ||||
| PE | Vintage 2025 Private Investments Offshore SICAV-RAIF SCSP | [2026-03-27] | 753.9 | 753.1 |
| Filed 2025-10-08 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $150,000 · Remaining Indefinite · Duration One year or less · Commission $3,455,475 · Net Assets Decline to Disclose | ||||
| PE | Credit Opportunities 2024 LLC | [2025-03-31] | 117.0 | 118.4 |
| Filed 2026-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Commission $1,097,650 · Revenue Decline to Disclose | ||||
| PE | Credit Opportunities 2024 Offshore Sicav- RAIF SCSP | [2025-03-31] | 61.7 | 70.3 |
| Filed 2025-09-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $150,000 · Remaining Indefinite · Duration One year or less · Commission $458,175 · Revenue Decline to Disclose | ||||
| PE | Vintage 2024 Private Investments LLC | [2025-03-31] | 844.3 | 908.1 |
| Filed 2024-10-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Commission $6,517,660 · Net Assets Decline to Disclose | ||||
| PE | Vintage 2024 Private Investments Offshore SICAV-RAIF SCSP | [2025-03-31] | 1,020.6 | 1,089.1 |
| Filed 2024-10-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $150,000 · Remaining Indefinite · Duration One year or less · Commission $6,311,815 · Net Assets Decline to Disclose | ||||
| PE | Global Impact Fund II SICAV-RAIF SCSP | [2024-03-28] | 90.0 | 101.9 |
| Filed 2024-03-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Commission $921,750 · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 963,550 | 150.4 |
| (b) Individuals (high net worth individuals) | 299,091 | 159.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 12 | 130.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 76 | 19.7 |
| (g) Pension and profit sharing plans | 1,303 | 1.0 |
| (h) Charitable organizations | 79 | 0.6 |
| (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 | 14,143 | 8.6 |
| (n) Other | 1 | 0.0 |
| Total | 1,278,255 | 470.0 |
| By Discretionary | ||
| Discretionary | 1,124,865 | 412.9 |
| Non-Discretionary | 153,390 | 57.1 |
| Total | 1,278,255 | 470.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.4 | |
| United States Persons | 459.6 | |
| Total | 1,278,255 | 470.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Don Seymour | Director, Executive Officer | 315 | 72 | |
| Kevin Phillip | Director, Executive Officer | 193 | 39 | |
| Scott Lennon | Director | 162 | 37 | |
| Laren Gillespie | Director, Executive Officer | 119 | 24 | |
| Nicole Ramroop | Executive Officer | 43 | 19 | |
| Richard Ruffer | Director, Executive Officer | 421 | 15 | |
| Christine Fletcher | Director, Executive Officer | 70 | 13 | |
| Isatou Sey | Director, Executive Officer | 41 | 13 | |
| James Walker | Director | 260 | 12 | |
| Leon Rhule | Director | 46 | 10 | |
| Darren Gorman | Director, Executive Officer | 121 | 8 | |
| Ben Gillooly | Director | 41 | 8 | |
| Robert Aspinall | Director, Executive Officer | 22 | 7 | |
| Scott Aitken | Executive Officer | 15 | 7 | |
| Robert Klein | Director, Executive Officer | 77 | 6 | |
| Glenn Hill | Director, Executive Officer | 80 | 5 | |
| John Fraser | Executive Officer | 41 | 5 | |
| Therese Collins | Director, Executive Officer | 7 | 5 | |
| Catherine Crowley | Director, Executive Officer | 58 | 4 | |
| Waystone Management Company Lux Sa | Executive Officer | 27 | 4 | |
| Michael Chiaravalloti | Director | 26 | 4 | |
| Nicholas Parkes | Executive Officer | 18 | 4 | |
| Jennifer Fischetti | Director | 16 | 4 | |
| JPMorgan Chase Bank NA | Executive Officer, Promoter | 15 | 4 | |
| JP Morgan Private Investments Inc | Executive Officer, Promoter | 388 | 3 | |
| David Wezdenko | Director, Executive Officer | 84 | 3 | |
| Thomas McGraw | Director, Executive Officer | 72 | 3 | |
| Martin Vogel | Director | 66 | 3 | |
| Jote Kassa | Director, Executive Officer | 49 | 3 | |
| Caoimhghin ODonnell | Director | 41 | 3 | |
| Richard Gomel | Executive Officer | 33 | 3 | |
| Laura Pantaleo | Director | 28 | 3 | |
| David Godbout | Executive Officer | 28 | 3 | |
| Waystone Management Company IE Limited | Executive Officer | 18 | 3 | |
| Mark Padley | Director | 18 | 3 | |
| Christopher Faricelli | Executive Officer | 17 | 3 | |
| DMS Investment Management Services Europe Limited | Executive Officer | 16 | 3 | |
| Alexander Mitzner | Executive Officer | 7 | 3 | |
| Annabelle de Araujo | Director | 6 | 3 | |
| Ronnie Cuthbert | Director | 4 | 3 | |
| JP Morgan Private Invesments Inc | Executive Officer | 3 | 3 | |
| Margaret Conklin | Director, Executive Officer | 55 | 2 | |
| Stephen Murphy | Executive Officer | 46 | 2 | |
| David Frame | Director, Executive Officer | 43 | 2 | |
| Shideh Theunissen | Director, Executive Officer | 43 | 2 | |
| Michael Lynch | Executive Officer | 33 | 2 | |
| Douglas Wurth | Director, Executive Officer | 25 | 2 | |
| Seth Bernstein | Director, Executive Officer | 12 | 2 | |
| Mary Savino | Director | 10 | 2 | |
| Michael Choi | Executive Officer | 7 | 2 | |
| Rose Burke | Executive Officer | 6 | 2 | |
| DMS Offshore Management Services Europe Limited | Executive Officer | 6 | 2 | |
| Keith Hazley | Director | 5 | 2 | |
| Vishal Thakkar | Executive Officer | 4 | 2 | |
| JPMPI JP Morgan Private Investments Inc | Executive Officer | 3 | 2 | |
| Tim Madigan | Director | 3 | 2 | |
| James Allis | Director | 3 | 2 | |
| JP Morgan Chase Bank NA | Executive Officer | 2 | 2 | |
| Denise Coughlan | Director | 2 | 2 | |
| Commerce Corporate Services Limited | Director | 2 | 2 | |
| Samantha Mevlit | Director | 2 | 2 | |
| Elizabeth Macgaw | Executive Officer | 3 | 1 | |
| Dr Mark Padley | Director, Executive Officer | 3 | 1 | |
| Hakim Bendriss | Executive Officer | 2 | 1 | |
| JPM GAP 2014 GP Ltd | Executive Officer | 1 | 1 | |
| Vintage 2023 GP Sa RL | Executive Officer | 1 | 1 | |
| Vintage 2021 GP Sa RL | Executive Officer | 1 | 1 | |
| JP Morgan Private Investments International Inc | Executive Officer | 1 | 1 | |
| Vintage 2016 GP Sa RL | Executive Officer | 1 | 1 | |
| Vintage 2015 GP Sa RL | Executive Officer | 1 | 1 | |
| Vintage 2025 GP Sa RL | Executive Officer | 1 | 1 | |
| Vintage 2019 GP Sa RL | Executive Officer | 1 | 1 | |
| Yejoteworq Kassa | Director | 1 | 1 | |
| Venture Growth Select GP Sa RL | Executive Officer | 1 | 1 | |
| Global Impact II GP Sa RL | Executive Officer | 1 | 1 | |
| Vintage 2018 GP Sa RL | Executive Officer | 1 | 1 | |
| Healthcare Innovation III GP Sa RL | Executive Officer | 1 | 1 | |
| Vintage 2017 GP Sa RL | Executive Officer | 1 | 1 | |
| Vintage 2020 GP Sa RL | Executive Officer | 1 | 1 | |
| Vintage 2024 GP Sa RL | Executive Officer | 1 | 1 | |
| Next GEN Real Estate GP Sa RL | Executive Officer | 1 | 1 | |
| JPM GAP 2013 GP Ltd | Executive Officer | 1 | 1 | |
| Healthcare Innovation IV GP Sa RL | Executive Officer | 1 | 1 | |
| Vintage 2025 GP SARL | Executive Officer | 1 | 1 | |
| Commerce Advisory Services Limited | Director | 1 | 1 | |
| JPM GAP 2012 GP Ltd | Executive Officer | 1 | 1 | |
| Vintage 2022 GP Sa RL | Executive Officer | 1 | 1 | |
| Credit Opportunities 2024 GP SARL | Executive Officer | 1 | 1 | |
| Global Impact GP Sa RL | Executive Officer | 1 | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Invesco Advisers Inc
✚
|
GA | 749.5 |
|
UBS Asset Management Americas LLC
✚
|
NY | 588.2 |
|
MetLife Investment Management LLC
✚
|
NJ | 563.8 |
|
FIAM LLC
✚
|
RI | 347.7 |
|
Guggenheim Partners Investment Management LLC
✚
|
NY | 240.7 |
|
DWS Investment Management Americas Inc
✚
|
NY | 199.7 |
|
Oaktree Capital Management LP
✚
|
CA | 183.3 |
|
General Atlantic Service Company LP
✚
|
NY | 125.3 |
|
Brown Advisory LLC
✚
|
MD | 124.3 |
|
Iconiq Capital LLC
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|
CA | 117.5 |