JMC MANAGEMENT, LLC
Adviser information for JMC MANAGEMENT, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $305.6M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $305.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $305.6M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-108085 |
|---|---|
| SEC ERA File Number | 801-108085 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169235 |
| Legal Entity Identifier | None |
Principal Office
75 STATE STREETSUITE 100
BOSTON
MA
United States
Monday - Friday, 8AM TO 6PM
Tel: 617-338-1144, Fax: 617-595-4492
Chief Compliance Officer
G. LAWRENCE BERO
TREASURER
75 STATE STREET
SUITE 100
BOSTON
MA
United States
Tel:
617-670-2622
Fax:
617-595-4492
L****@********M
(Full email address available in API data)
Industry Affiliates
| JMC CAPITAL PARTNERS | Sponsor, GP, manager of pooled investment vehicles |
| JMC CAPITAL PARTNERS II | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| JMC PLATFORM CO-INVESTMENT FUND I, LLC | Private Equity Fund | $8.8M | $0.1M | 5 |
| JMC PLATFORM CO-INVESTMENT FUND II, LLC | Private Equity Fund | $8.4M | $1.0M | 3 |
| JMC PLATFORM FUND I-A, L.P. | Private Equity Fund | $67.7M | $0.1M | 43 |
| JMC PLATFORM FUND I-B, L.P. | Private Equity Fund | $33.6M | $0.1M | 11 |
| JMC PLATFORM FUND II-A, LP | Private Equity Fund | $48.4M | $1.0M | 25 |
| JMC PLATFORM FUND II-B, LP | Private Equity Fund | $138.7M | $1.0M | 15 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BERO, GEORGE, LAWRENCE | Individual | – | MEMBER / TREASURER / CHIEF COMPLIANCE OFFICER | 04/2012 | 25-50% |
| D'AMELIO, MICHAEL, ANTHONY | Individual | – | MANAGING MEMBER | 04/2012 | 50-75% |