JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED
Adviser information for JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED last updated from Form ADV on March 28th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Hong Kong |
Employees
| Total Number of Employees | 387 |
|---|---|
| Investment Advisory/Research | 76 |
| 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 | 239 | $85.5B |
| Non-Discretionary | 0 | $0 |
| Total | 239 | $85.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $139.0M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 140 | $71.4B |
| Pension and profit sharing plans | 14 | $1.9B |
| Charitable organizations | <5 | $191.9M |
| State or municipal gov entities | <5 | $744.0M |
| Other investment advisers | <5 | $636.8M |
| Insurance companies | 11 | $3.7B |
| Sovereign wealth funds and foreign official institutions | <5 | $4.0B |
| Corporations or other businesses | 11 | $2.8B |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 31 |
| No. of Non-U.S. Clients | 96 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
19/F, CHATER HOUSE8 CONNAUGHT ROAD CENTRAL
HONG KONG
Hong Kong
Monday - Friday, 9:00AM - 6:00PM
Tel: 852-2800-2800, Fax: 852-3018-5379
Chief Compliance Officer
JACQUELINE TAN
12F, TOWER 1, THE QUAYSIDE, 77 HOI BUN ROAD
KWUN TONG
Hong Kong
Tel:
852-2800-7298
Fax:
852-3018-5379
J*************@***********M
(Full email address available in API data)
Industry Affiliates
| J.P. MORGAN INVESTMENT MANAGEMENT INC. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorPension consultantSponsor, GP, manager of pooled investment vehicles |
| JPMORGAN ASSET MANAGEMENT (JAPAN) LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| JPMORGAN ASSET MANAGEMENT (SINGAPORE) LIMITED | Other investment adviser, including financial planners |
| JPMORGAN ASSET MANAGEMENT (TAIWAN) LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| JPMORGAN CHASE BANK, N.A. | Other investment adviser, including financial plannersRegistered security-based swap dealerCommodity pool operator or commodity trading advisorBanking or thrift institutionTrust companySponsor, GP, manager of pooled investment vehicles |
| JPMORGAN FUNDS (ASIA) LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| JPMORGAN FUNDS LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| JPMORGAN INVESTMENT ADVISORS (KOREA) COMPANY LIMITED | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EBRAHIM, AYAZ, HATIM | Individual | – | DIRECTOR/MANAGING DIRECTOR | 11/2018 | < 5% |
| JPMORGAN ASSET MANAGEMENT HOLDINGS INC. | Domestic Entity | JPMORGAN ASSET MANAGEMENT (ASIA) INC. | SHAREHOLDER | 06/2001 | > 75% |
| JPMORGAN ASSET MANAGEMENT (ASIA) INC. | Domestic Entity | – | SHAREHOLDER | 11/2001 | > 75% |
| Chan, Edwin, Tsun Kay | Individual | – | DIRECTOR/MANAGING DIRECTOR | 12/2010 | < 5% |
| Ho, Shaw, Yann | Individual | – | DIRECTOR / MANAGING DIRECTOR | 06/2018 | < 5% |
| JPMORGAN CHASE HOLDINGS LLC | Domestic Entity | JPMORGAN ASSET MANAGEMENT HOLDINGS INC. | SHAREHOLDER | 04/2017 | > 75% |
| JPMORGAN CHASE & CO. | Domestic Entity | JPMORGAN CHASE HOLDINGS LLC | SHAREHOLDER | 09/2016 | > 75% |
| Thomas, Chloe, Louise | Individual | – | DIRECTOR/MANAGING DIRECTOR | 03/2018 | < 5% |
| WATKINS, DANIEL, JAMES | Individual | – | DIRECTOR/MANAGING DIRECTOR | 03/2019 | < 5% |
| Chan, Chun Kit | Individual | – | ASSISTANT GENERAL COUNSEL / PRIMARY LEGAL CONTACT | 08/2017 | < 5% |
| DeBurca, Stiofan, Seamus | Individual | – | DIRECTOR / MANAGING DIRECTOR | 05/2021 | < 5% |
| NG, KA LI | Individual | – | DIRECTOR / MANAGING DIRECTOR | 07/2021 | < 5% |
| Tan Ai Li, Jacqueline | Individual | – | CHIEF COMPLIANCE OFFICER / MANAGING DIRECTOR | 07/2021 | < 5% |