JMC MANAGEMENT, LLC

RIASEC RegisteredEst. 2016
Total AUM
$212M
Discretionary
$212M
100% of AUM
Avg account
$35.3M
Accounts
6
Employees
3
Advisory reps
2

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
169235
Registered since
July 5, 2016
Website
jmccp.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

JMC Management, LLC is a privately held adviser organized as an LLC that focuses on managing pooled private equity vehicles for institutional clients. The firm acts as sponsor, general partner and managing member of its funds, meaning it is responsible for deal sourcing, transaction structuring and portfolio oversight rather than serving solely as an allocator. Its fee model combines a percentage of assets under management with performance-based fees, consistent with typical private equity carried-interest economics. JMC is not an active ESG investor and operates from a single-state footprint; it has been SEC-registered since 2016.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • MICHAEL D'AMELIO

    Managing Partner, FounderCRD 4179619

  • GEORGE BERO

    Partner, FounderCRD 6260576

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
75 State St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth