J.P. Morgan Alternative Asset Management, Inc.

RIASEC RegisteredEst. 1991
Total AUM
$29.7B
Discretionary
$18.2B
61% of AUM
Avg account
$79.3M
Accounts
375
Employees
86
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
20989
Registered since
February 22, 1991
Custodians
J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC., J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles33.66%
  • Other Investment Advisers32.72%
  • Other14.77%
  • Sovereign Wealth Funds6.38%
  • Pension & Profit Sharing Plans5.18%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

J.P. Morgan Alternative Asset Management, Inc. is the alternative-investment arm within the J.P. Morgan ecosystem that manages pooled vehicles and separate accounts for both private and institutional clients. The firm operates as a corporation and is structured to run hedge funds, private equity vehicles and other alternative strategies; it also functions as a CPO/CTA and provides pension consulting and adviser selection services. Fee arrangements include both asset-based and performance-based structures. The firm reports being an active ESG investor and serves individual and family clients as well as institutional investors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 98%, Cash & Cash Equivalents 1%, Other 1%98%
  • Private Funds98%
  • Cash & Cash Equivalents1%
  • Other1%

Owners & executives

1 of 1
  • Paul Zummo

    Paul Zummo

    Chief Investment OfficerCRD 2589858

Contacts

3 of 5
  • Brian Burke

    Brian Burke

    Executive DirectorCRD 4554615

  • Randy Wachtel

    Portfolio ManagerCRD 8151381

  • Brandon Robinson

    Brandon Robinson

    Deputy HeadCRD 5708180

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 2,415

Active vs passive

$389B in ETFs

Passive

83%

$323B

Active

12%

$66.6B

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$35.3B47,650,2279.07%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
270 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth