JMI MANAGEMENT, L.P.

RIASEC RegisteredEst. 2014
Total AUM
$13.6B
Discretionary
$13.6B
100% of AUM
Avg account
$679M
Accounts
20
Employees
81
Advisory reps
4

Firm details

Headquarters
BALTIMORE, Maryland
CRD number
158344
Registered since
June 9, 2014
Website
jmi.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

JMI Management, L.P. is a limited partnership organized as a private equity fund manager that registered with the SEC in 2014. The firm serves institutional clients and operates as sponsor/GP and managing member of pooled investment vehicles, providing portfolio management for those pooled funds rather than acting as an outside capital allocator. Ownership is a mix of a domestic entity and individual interests. Fee arrangements combine a percentage-of-AUM management fee with performance-based carry. The firm does not identify as an ESG-focused investor and is not set up as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

Owners & executives

3 of 3
  • RANDY GUTTMAN

    Partner and COOCRD 6312023

  • MEGAN SCHMITT

    Chief Financial OfficerCRD 7351034

  • Lindsay Monti

    General Counsel and Chief Compliance OfficerCRD 7460551

Contacts

1 of 1
  • PETER ARROWSMITH

    Managing General PartnerCRD 7351033

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

BALTIMORE, MD

BALTIMORE CITY

Location

BALTIMORE, MD

Headquartered in BALTIMORE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE CITY
Address
100 International Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth