JPMORGAN FUNDS LIMITED

RIASEC RegisteredEst. 2014
Total AUM
$72.4B
Discretionary
$72.4B
100% of AUM
Avg account
$1.1B
Accounts
66
Advisory reps
8

Firm details

Headquarters
LONDON,
CRD number
172045
Registered since
August 12, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

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Overview

Jpmorgan Funds Limited is a corporation that operates as a manager and sponsor of pooled investment vehicles, primarily serving institutional clients. The firm is classified as a hedge fund manager and focuses on portfolio management for pooled vehicles and the selection of third‑party advisers. Its fee model combines asset‑based charges with performance‑linked fees, aligning compensation with fund outcomes. The firm is not positioned as an active ESG investor. The organization maintains a broad set of industry roles and registrations that extend beyond pure advisory activities: it is affiliated with broker‑dealer functions, other investment adviser activities, registered security‑based swap dealing, commodity pool/CTA roles, futures commission merchant activity, and traditional banking, trust, and insurance company functions. It also acts as sponsor, general partner, or managing member of pooled investment vehicles and has ties to pension consulting and real estate brokerage activities, indicating capacity to structure and distribute a range of on‑ and off‑balance‑sheet products.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Richard Stuart-Reckling

    Chief Compliance OfficerCRD 7092275

  • Joni Ruokonen

    Chief Financial OfficerCRD 8194771

  • James Reeves

    Chief Executive Officer & DirectorCRD 7823861

Contacts

3 of 5
  • Malcolm Smith

    Managing DirectorCRD 7861455

  • Karen Prooth

    Independent Non-Executive DirectorCRD 7893555

  • kate Jones

    Non-Executive ChairmanCRD 7245694

Unlock 2 more contacts

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

LONDON, null

Location

LONDON, null

Headquartered in LONDON, null.

Address
60 Victoria Embankment
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth