J.P. Morgan Natural Capital

RIASEC Registered

Total AUM

$7B

Discretionary

$2.7B

38% of AUM

Avg account

$351M

Accounts

Employees

144

Advisory reps

Firm details

Headquarters: Portland, Oregon
CRD number: 111944
Registered since: July 17, 2000
Website: www.campbellglobal.com
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.