J.P. Morgan Natural Capital

RIASEC RegisteredEst. 2000
Total AUM
$7B
Discretionary
$2.7B
38% of AUM
Avg account
$351M
Accounts
20
Employees
144
Advisory reps
6

Firm details

Headquarters
Portland, Oregon
CRD number
111944
Registered since
July 17, 2000
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pension & Profit Sharing Plans40.19%
  • Pooled Investment Vehicles25.03%
  • State / Municipal Government23.23%
  • Corporations / Businesses9.25%
  • Banking / Thrift Institutions2.14%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

J.P. Morgan Natural Capital is a limited liability company that operates as a hedge fund targeting institutional clients. The firm is SEC-registered (registration year 2000) and conducts portfolio management for pooled investment vehicles as well as for businesses and institutions. It identifies as an active ESG investor and charges a mix of fees — a percentage of assets under management, performance-based fees, and other fee arrangements. The organization holds multiple industry roles and affiliations, including broker-dealer activity, banking and trust relationships, sponsorship and general partner roles for pooled vehicles, and registrations consistent with swap-dealer and futures-related activities.

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: Non-Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Non-Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • John Gilleland

    John Gilleland

    Chief Executive OfficerCRD 4377683

  • John Miller

    John Miller

    Chief Compliance OfficerCRD 6790494

Contacts

3 of 4
  • Stanley Renecker

    Stanley Renecker

    Managing Director of AcquisitionsCRD 4377685

  • David Rumker

    David Rumker

    Managing DirectorCRD 4377687

  • Kyle Stinchfield

    Kyle Stinchfield

    General CounselCRD 5902290

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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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Location

Primary office

Portland, OR

Multnomah

Location

Portland, OR

Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Multnomah
Address
1300 Sw 5th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth