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| JP Morgan Private Wealth Advisors LLC
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| CRD # | 108559 |
| SEC # | 801-56293 |
| CIK # | |
| AUM | $86.3 BB (2024-08-28) |
| Employees | 690 (87% Investors, 80% Brokers) |
| Phone | 415-392-1400 |
| Address | 111 San Francisco, CA 94111-5602 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Eagle - Genstar Capital Partners Xi Access Fund LP | [2024-03-26] | 0.0 | 24.0 |
| PE | Eagle - Genstar Capital Partners Xi Offshore Access Fund LP | [2024-03-26] | 0.0 | 3.2 |
| PE | Eagle - Healthcare Growth & Opportunity 2022 Fund LLC | [2024-03-26] | 0.0 | 26.9 |
| 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 - Bridge SFR Fund IV Access Fund LP | [2023-03-27] | 0.0 | 54.8 |
| PE | Eagle - GA Beyondnetzero Companion Access Fund LP | [2023-03-27] | 0.0 | 18.5 |
| PE | Eagle - GA Beyondnetzero Companion Offshore Access Fund LP | [2023-03-27] | 0.0 | 7.6 |
| PE | Eagle - Galaxy KP 2022 Fund LLC | [2023-03-27] | 60.0 | 18.2 |
| PE | Eagle - Galaxy Opportunistic Private Fund LLC | [2023-03-27] | 112.6 | 63.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,451 | 2.3 |
| (b) Individuals (high net worth individuals) | 9,349 | 64.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 97 | 6.8 |
| (g) Pension and profit sharing plans | 547 | 0.9 |
| (h) Charitable organizations | 338 | 3.2 |
| (i) State or municipal government entities | 0 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 483 | 8.5 |
| (n) Other | 0 | 0.0 |
| Total | 56,585 | 86.3 |
| By Discretionary | ||
| Discretionary | 53,371 | 82.9 |
| Non-Discretionary | 3,214 | 3.3 |
| Total | 56,585 | 86.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 85.8 | |
| Total | 56,585 | 86.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Ronan Guilfoyle | 345 | |||
| Roger Hanson | 255 | |||
| Kevin Phillip | 172 | |||
| Wade Kenny | 84 | |||
| Claris Ruwende | 26 | |||
| iCapital PE GP LLC | 418 | |||
| Michael Stanton | 204 | |||
| Max Schwartz | 88 | |||
| Charles Moore | 78 | |||
| Thomas Kelleher | 9 | |||
| View All | ||||
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stifel Nicolaus & Company Incorporated
✚
|
MO | 149.2 |
|
Cresset Asset Management LLC
✚
|
IL | 52.5 |
|
Pathstone Family Office LLC
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|
NJ | 48.3 |
|
Wells Fargo Investment Institute Inc
✚
|
NC | 43.6 |
|
Partners Capital Investment Group LLP
✚
|
MA | 35.3 |
|
The Colony Group LLC
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|
MA | 21.5 |
|
Sequoia Financial Advisors LLC
✚
|
OH | 20.0 |
|
Goldman Sachs Hedge Fund Strategies LLC
✚
|
NY | 11.3 |
|
Vivaldi Capital Management LP
✚
|
IL | 3.7 |
|
Avidian Wealth Solutions LLC
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|
TX | 3.1 |