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| Happy Holidays!! thanks for using AUM13F!! |
| JP Morgan Private Wealth Advisors LLC
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| CRD # | 108559 |
| SEC # | 801-56293 |
| CIK # | |
| AUM | $86.3 B (2025-01-10) |
| Employees | 690 (87% Investors, 80% Brokers) |
| Phone | 415-392-1400 |
| Address | 1 San Francisco, CA 94111-5602 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Eagle - Verition Multi-Strat Access Fund LP | [2024-03-26] | 0.0 | 4.9 |
| HF | Eagle - Verition Multi-Strat Offshore Access Fund LP | [2024-03-26] | 0.0 | 1.4 |
| PE | Eagle - Triatomic Capital Private Offshore Access Fund LP | [2023-03-27] | 0.0 | 0.0 |
| HF | Eagle - Select Hedge Strategies Fund LP | [2022-03-30] | 25.0 | 13.6 |
| HF | Eagle - Select Hedge Strategies Offshore Fund LP | [2022-03-30] | 7.3 | 4.3 |
| HF | MKCA Opportunity Fund LLC | [2022-03-30] | 71.6 | 30.4 |
| HF | Altair Secondaries Fund LLC | [2017-03-31] | 51.3 | 55.8 |
| PE | Altair European NPL Fund Ltd | [2016-03-22] | 223.7 | 224.4 |
| HF | Altair - Blackgold Opportunity Fund LLC | [2015-03-31] | 0.7 | 0.0 |
| RE | Altair Commercial Real Estate Lending Fund LLC | [2015-03-31] | 72.6 | 256.5 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,451 | 2.3 |
| (b) Individuals (high net worth individuals) | 9,349 | 64.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 97 | 6.8 |
| (g) Pension and profit sharing plans | 547 | 0.9 |
| (h) Charitable organizations | 338 | 3.2 |
| (i) State or municipal government entities | 0 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 483 | 8.5 |
| (n) Other | 0 | 0.0 |
| Total | 56,585 | 86.3 |
| By Discretionary | ||
| Discretionary | 53,371 | 82.9 |
| Non-Discretionary | 3,214 | 3.3 |
| Total | 56,585 | 86.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 85.8 | |
| Total | 56,585 | 86.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Kevin Phillip | 183 | |||
| Wade Kenny | 86 | |||
| iCapital PE GP LLC | 470 | |||
| Michael Stanton | 293 | |||
| Charles Moore | 78 | |||
| Thomas Kelleher | 9 | |||
| Mark Sear | 48 | |||
| David Hou | 48 | |||
| Justin Lioi | 302 | |||
| iCapital HF GP LLC | 105 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pathstone Family Office LLC
✚
|
NJ | 100.4 |
|
Focus Partners Wealth LLC
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|
MO | 95.9 |
|
Cresset Asset Management LLC
✚
|
IL | 70.4 |
|
Partners Capital Investment Group LLP
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|
MA | 41.5 |
|
Wells Fargo Investment Institute Inc
✚
|
NC | 40.8 |
|
Sequoia Financial Advisors LLC
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|
OH | 23.0 |
|
Vivaldi Capital Management LP
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|
IL | 4.6 |
|
Avidian Wealth Enterprises LLC
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|
TX | 4.0 |
|
Three Bell Capital LLC
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|
TX | 3.8 |
|
First Long Island Investors LLC
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|
NY | 1.7 |