J.P. Morgan Private Investments Inc.

RIASEC Registered

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 focused on managing pooled and bespoke investment vehicles across multiple strategies. The firm is SEC-registered (registered in 1992) and presents itself as a multifaceted fund manager spanning private equity, hedge, and real estate funds. Its client base includes both individual and family clients as well as institutional investors. Fee arrangements combine asset-based and performance-linked elements, and the firm serves as a portfolio manager for individuals, investment companies, pooled vehicles and institutions while also engaging in the selection of other advisers. J.P. Morgan Private Investments Inc. is an active ESG investor and maintains CPO/CTA capabilities alongside a broader set of broker-dealer, trust, banking and sponsor relationships.