J.P. Morgan Alternative Asset Management, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 20989
- Registered since
- February 22, 1991
- Website
- am.jpmorgan.com
- 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
FINTRXOverview
J.P. Morgan Alternative Asset Management, Inc. is the alternatives-focused investment affiliate within the J.P. Morgan franchise. Registered with the SEC in 1991 and organized as a corporation, the firm operates as a multi-strategy manager that runs hedge funds and private equity vehicles while also serving as a commodity pool operator/CTA. Its client base spans high‑net‑worth individuals and family clients as well as institutional investors. Compensation mixes percentage-of-AUM and performance-based fees. The firm lists active ESG investing among its practices and offers advisory services across individual portfolios, pooled investment vehicles, institutional mandates and pension consulting, including selection of other advisers. It sits inside a broader financial ecosystem that includes broker-dealer, banking, trust, futures commission merchant and insurance affiliations and participates as sponsor or manager of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds98%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
1 of 1PAUL ZUMMO
Chief Investment OfficerCRD 2589858
Contacts
3 of 5BRIAN BURKE
Executive DirectorCRD 4554615
Randy Wachtel
Portfolio ManagerCRD 8151381
BRANDON ROBINSON
Deputy HeadCRD 5708180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2,225Active vs passive
$358B in ETFs
84%
$299B
11%
$58.7B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $28.9B | 45,790,886 | 8.08% |
Location
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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