JP Morgan Private Wealth Advisors LLC

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JP Morgan Private Wealth Advisors LLC ✚
CRD #	108559
SEC #	801-56293
CIK #	0001418204
AUM
Employees	690 (87% Investors, 80% Brokers)
Phone	415-392-1400
Address	1 San Francisco, CA 94111-5602
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]

Total AUM ($B) Copy

CIK	Period
0001418204	2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0001418204

Sector	Form 13F Holdings	Value ($T)
	Microsoft Corp	0.1
	Nvidia Corp	0.1
	Apple Inc	0.1
	Amazon Com Inc	0.1
	Facebook Inc	0.1
	Lilly Eli & Co	0.0
	Alphabet Inc	0.0
	UnitedHealth Group Inc	0.0
	Mastercard Inc	0.0
	Broadcom Inc	0.0
	Alphabet Inc	0.0
	AbbVie Inc	0.0
	Tesla Motors Inc	0.0
	McDonalds Corp	0.0
	Regeneron Pharmaceuticals Inc	0.0
	Wells Fargo & Co/MN	0.0
	Oracle Corp	0.0
	Lowes Companies Inc	0.0
	FPL Group Inc	0.0
	Netflix Inc	0.0
	Intuit Inc	0.0










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Type	Form D Funds	Date	Sold	AUM
HF	Eagle - Verition Multi-Strat Access Fund LP	[2024-03-26]		4.9 M
	Filed 2022-11-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Eagle - Verition Multi-Strat Offshore Access Fund LP	[2024-03-26]		1.4 M
	Filed 2022-11-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Eagle - Triatomic Capital Private Offshore Access Fund LP	[2023-03-27]
	Filed 2022-07-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF	Eagle - Select Hedge Strategies Fund LP	[2022-03-30]	25.0 M	13.6 M
	Filed 2022-05-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Eagle - Select Hedge Strategies Offshore Fund LP	[2022-03-30]	7.3 M	4.3 M
	Filed 2023-03-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	MKCA Opportunity Fund LLC	[2022-03-30]	71.6 M	30.4 M
	Filed 2021-12-21 (D/A) · Exemption 3(c), 3(c)(1), 506(b) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Altair Secondaries Fund LLC	[2017-03-31]	51.3 M	55.8 M
	Filed 2016-10-25 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Altair European NPL Fund Ltd	[2016-03-22]	223.7 M	224.4 M
	Filed 2016-01-04 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
HF	Altair - Blackgold Opportunity Fund LLC	[2015-03-31]	0.7 M
	Filed 2015-01-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
RE	Altair Commercial Real Estate Lending Fund LLC	[2015-03-31]	72.6 M	256.5 M
	Filed 2014-12-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
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	Role	# Filings	# Firms
Kevin Phillip	Director	193	39
Wade Kenny	Director	86	31
Michael Stanton	Executive Officer	368	10
iCapital Pe GP LLC	Promoter	551	9
Charles Moore	Director	78	7
iCapital HF GP LLC	Promoter	129	6
David Hou	Executive Officer	50	6
Mark Sear	Executive Officer	50	6
Thomas Kelleher	Executive Officer	9	6
James Conn SR	Director	53	5
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001418204]
13F-NT	[0001418204]
3	[0001418204]
4	[0001418204]

Firm Profile (Form ADV)
Discretionary AUM	$13.8B
Clients	172
Serves	Institutional, Retail, Research
Fund Types	Hedge Fund, Private Equity, Real Estate
LEI	984500B6759E898AA951

Form 3/4/5 Subject	2011 - 2026
Altair Commercial Real Estate Lending Fund LLC
TPG RE Finance Trust Inc
First Republic Investment Management Inc

Insider Transaction (Form 3/4/5)	Date	Action	Shares	Price	Value ($)
TPG RE Finance Trust Inc TRTX Common stock, par value $0.001 per share	2018-01-16	Other	10,027,145	$0.00

JP Morgan Private Wealth Advisors LLC

Assets, Funds, Holdings