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

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
View All

Holdings by Sector ($T)

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
Robert Skinner	Executive Officer	36	5
Luminous Capital GP LLC	Executive Officer	29	5
Alan Zafran	Executive Officer	27	5
Kim Ip	Executive Officer	27	5
Luminous Capital Holdings LLC	Executive Officer	27	5
Paul Gardner	Director	16	5
Elizabeth Monroe	Director	11	5
Justin Lioi	Executive Officer	302	4
Craig Jorasch	Director	45	4
Michael McCoy	Executive Officer	32	4
Allison Petchenick	Executive Officer	22	4
Bryant Riley	Executive Officer	19	4
B Riley Capital Management LLC	Executive Officer	6	4
Michael Kramer	Executive Officer	55	3
Mark Klein	Executive Officer	25	3
Michael Markunas	Executive Officer	7	3
Robert Roskoph	Director	5	3
The Managing Member Ladenburg Thalmann Asset Management Inc	Promoter	3	3
iCapital Pe GP LLC	Promoter	19	2
iCapital HF GP LLC	Promoter	2	2
The Managing Member MK Capital Advisors LLC	Promoter	2	2
Brian Corley	Executive Officer	1	1
A Divison of B Riley Capital Management LLC B Riley Asset Management	Executive Officer	1	1
The Manging Member Ladenburg Thalmann Asset Management Inc	Promoter	1	1

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