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Type	Result	AUM

Dan Smith
Firm	JP Morgan Investment Management Inc
Address	Trident Fund Services, Inc 1100 Abernathy Rd Ne, 500 Northpark Bld Atlanta, GA 30328
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
JP Morgan Investment Management Inc
Peg A Fund LP	021-567534	Director		110.0 M	110.0 M
Peg Aggregator 2025 LP	021-538777	Director		435.2 M	481.0 M
Peg Co-Invest Aggregator 2025 LP	021-538779	Director		469.9 M	484.5 M
Peg Secondary Aggregator 2025 LP	021-538778	Director		231.9 M	262.8 M
Peg US Small-Mid Market Buyouts Fund VIII LP	021-542447	Director		117.5 M	118.2 M
Peg Aggregator 2024 LP	021-504551	Director		433.2 M	517.6 M
Peg Co-Investment Fund II LP	021-532800	Director			897.1 M
Peg Global Private Equity XII Holding LP	021-534240	Director		613.8 M	1,568.0 M
Peg Global Private Equity XII LP	021-534245	Director		484.6 M	496.4 M
Peg Aggregator 2023 LP	021-474607	Director		460.0 M	654.0 M
Peg Secondary Portfolio Holding LP	021-504889	Director		391.0 M	518.5 M
Peg Secondary Portfolio LP	021-504895	Director		206.1 M	221.7 M
Peg Aggregator 2022 LP	021-440438	Executive Officer		335.0 M	322.6 M
Peg Global Private Equity Xi Holding LP	021-457390	Director		977.5 M	1,565.0 M
Peg Global Private Equity Xi LP	021-457387	Director		436.7 M	505.6 M
Peg US Corporate Finance VII LP	021-459509	Director		87.6 M	103.1 M
Peg Venture Capital VI LP	021-440715	Executive Officer		203.0 M	209.5 M
Peg Aggregator 2021 LP	021-393856	Executive Officer		342.0 M	450.8 M
Peg Global Private Equity X Holding LP	021-406188	Executive Officer		276.5 M	1,623.6 M
Peg Global Private Equity X LP	021-406190	Executive Officer		335.8 M	510.7 M
Peg Co-Investment Fund LP	021-384596	Executive Officer		609.9 M	1,049.9 M
Peg Global Private Equity IX LP	021-357064	Executive Officer		905.0 M	763.0 M
Peg Global Private Equity VIII LP	021-329663	Executive Officer		850.0 M	730.6 M
Peg Global Private Equity VII LP	021-303193	Executive Officer		850.0 M	753.1 M
Peg US Corporate Finance VI Select LP	021-298295	Executive Officer		120.4 M	106.1 M
Peg Secondary Private Equity Investors III LP	021-260969	Executive Officer		810.0 M	266.1 M
Peg Digital Growth Fund II LP	021-219653	Executive Officer		1,346.6 M	92.6 M
Peg A Crypto Fund LP	021-577999	Director		10.0 M
Innova Global Fund LLC	021-575874	Executive Officer
Peg Aggregator 2026 LP	021-570643	Director		282.0 M
Peg Co-Invest Aggregator 2026 LP	021-570647	Director		343.2 M
Peg Secondary Aggregator 2026 LP	021-570652	Director		105.6 M
Immutrix Therapeutics Inc	021-558216	Executive Officer		0.5 M of 5.0 M
Medwave Software Solutions Inc	021-479681	Executive Officer		0.9 M of 3.5 M
Recipe 33 Inc	021-455601	Executive Officer		of 1.2 M
Medwave Software Solutions Inc	021-429769	Executive Officer		0.1 M of 2.0 M
Blackstone CLO Opportunity Overseas Fund LP	021-370710	Executive Officer		44.5 M
Medwave Software Solutions Inc	021-358317	Executive Officer		0.7 M of 1.5 M
Blackstone Senior Floating Rate Opportunity Feeder Fund LP	021-348318	Executive Officer		87.9 M
E-Health Records International Inc	021-316135	Executive Officer		3.9 M of 5.0 M
E-Health Records International Inc	021-278007	Executive Officer		0.5 M of 6.8 M
E-Health Records International Inc	021-271040	Executive Officer		2.2 M of 2.2 M
Nexeo Solutions Inc	021-265775	Director		234.9 M of 234.9 M
Peg MZ 2016 LP	021-260354	Executive Officer		47.2 M
Digital Growth Co-Investment 2 LP	021-247484	Executive Officer		3.3 M
Outsell LLC	021-224046	Executive Officer		0.2 M of 2.0 M
Digital Growth Co-Investment 2 LP	021-218542	Executive Officer		59.0 M
E-Health Records International Inc	021-209953	Executive Officer		1.5 M of 1.6 M
Corva Holdings LLC	021-200698	Executive Officer		0.1 M of 0.3 M
Access Business Loans LLC	021-197971	Executive Officer		0.8 M of 1.2 M
Empire Merchant Advance LLC	021-197962	Executive Officer		0.8 M of 1.3 M
Paramount Merchant Funding LLC	021-197959	Executive Officer		0.8 M of 1.3 M
Visionary Business Loans LLC	021-197967	Executive Officer		0.8 M of 1.2 M
E-Health Records International Inc	021-190056	Executive Officer		1.5 M of 2.0 M
E-Health Records International Inc	021-187332	Executive Officer		1.0 M of 1.0 M
Corva Holdings LLC	021-179510	Executive Officer		2.4 M of 77.9 M
St Joseph Medical Properties LLC	021-179418	Director		of 0.5 M
Offsite Care Resources Inc	021-177303	Executive Officer		0.0 M of 0.0 M
Offsite Care Resources Inc	021-174081	Executive Officer		0.0 M of 0.0 M
Offsite Care Resources Inc	021-166889	Executive Officer		1.3 M of 1.7 M
Offsite Care Telemedicine LLC	021-163135	Promoter		1.1 M of 1.4 M
Blackstone Secured Trust Ltd	021-143540	Executive Officer		4,125.3 M
Blackstone Liquid Credit Strategies LLC
Blackstone CLO Opportunity Master Fund LP	021-370708	Executive Officer		23.3 M	72.3 M
Blackstone Senior Floating Rate Opportunity Fund LP	021-348317	Executive Officer		176.4 M	99.8 M
Blackstone Secured Trust Ltd	021-146274	Director		161.6 M	671.1 M

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