J.P. Morgan Private Investments Inc.

RIASEC RegisteredEst. 1992

Total AUM

$470B

Discretionary

$413B

88% of AUM

Avg account

$368K

Accounts

1,278,255

Employees

758

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 110186
Registered since: May 15, 1992
Website: www.jpmorgan.com
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: HNWI33.84%
Individuals32%
Investment Companies27.82%
Pooled Investment Vehicles4.18%
Corporations / Businesses1.83%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

J.P. Morgan Private Investments Inc. is a corporation that functions as a multifaceted investment manager across pooled and bespoke vehicles. The firm is structured to sponsor and manage private equity, hedge, and real estate funds while also providing portfolio management for individuals, pooled investment vehicles, institutions, and small businesses. It operates with fee arrangements that include a percentage of assets under management and performance-based fees, and it performs sponsor/GP duties and selection of sub-advisers in addition to direct portfolio management. The firm is active on ESG considerations and maintains a broad set of industry roles and affiliations, including broker-dealer, registered security-based swap dealer, futures commission merchant, trust and banking relationships, and activity as a commodity pool operator/commodity trading advisor. Its client mix spans individuals and families as well as institutional investors.