JP Morgan Private Wealth Advisors LLC

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JP Morgan Private Wealth Advisors LLC ✚
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) Copy

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
HF	Altair - SCP L/S Equity Fund LLC	[2015-03-31]	28.8	0.0
HF	Altair - Marathon SOF LLC	[2014-03-28]	151.1	96.0
RE	Altair Multi-Family Opportunities Fund III Wood 3 LLC	[2014-03-28]	41.8	73.3
RE	Altair Multi-Family Opportunities Fund II ROC Bridge LLC	[2014-03-28]	69.8	130.6
PE	Altair OH XIII LLC	[2014-03-28]	36.8	81.2
HF	Altair - PCOF LLC	[2014-03-28]	115.2	7.6
HF	Stillwater Total Return Fund LLC	[2013-08-14]	38.1	26.5
HF	Altair Global Asset Allocation Fund LLC	[2013-03-26]	248.6	178.9
PE	Altair - Golub Capital VIII LLC	[2013-03-26]	119.5	126.7
PE	Altair - Golub Capital VII LLC	[2013-03-26]	60.9	112.2
SA	Trainer Wortham CBO III Ltd	2012-03-30		23.4
SA	Trainer Wortham CBO II Ltd	2012-03-30		20.6
SA	Trainer Wortham CBO IV Ltd	2012-03-30		7.2
SA	Trainer Wortham CBO V Ltd	2012-03-30		27.0
PE	Altair Distressed Credit Opportunities Fund - A LLC	[2012-03-26]	59.8	121.0
PE	Altair Distressed Credit Opportunities Fund LLC	[2012-03-26]	31.7	32.0
HF	Altair Diversified Portfolio LLC	[2012-03-26]	22.1	17.1
PE	Altair Life Settlements Fund LLC	[2012-03-26]	53.0	53.4
RE	Altair Net Lease Income Fund - A LLC	[2012-03-26]	59.8	63.5
RE	Altair Net Lease Income Fund LLC	[2012-03-26]	18.9	44.5
PE	Altair Real Estate Opportunities Fund LLC	[2012-03-26]	17.4	1.0
HF	Altair - Rimrock LLC	[2012-03-26]	461.6	0.6
PE	Altair Special Opportunities Fund LLC	[2012-03-26]	79.6	86.1
PE	Altair Special Situations Fund - A LLC	[2012-03-26]		51.9
PE	Altair Special Situations Fund LLC	[2012-03-26]		46.0
RE	Altair - US Farming Realty Fund LLC	[2012-03-26]	12.1	11.0

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 ✚	MO	95.9
Cresset Asset Management LLC ✚	IL	70.4
Partners Capital Investment Group LLP ✚	MA	41.5
Wells Fargo Investment Institute Inc ✚	NC	40.8
Sequoia Financial Advisors LLC ✚	OH	23.0
Vivaldi Capital Management LP ✚	IL	4.6
Avidian Wealth Enterprises LLC ✚	TX	4.0
Three Bell Capital LLC ✚	TX	3.8
First Long Island Investors LLC ✚	NY	1.7

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JP Morgan Private Wealth Advisors LLC

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