J.P. MORGAN PRIVATE INVESTMENTS INC.
Adviser information for J.P. MORGAN PRIVATE INVESTMENTS INC. 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 | Delaware, United States |
Employees
| Total Number of Employees | 745 |
|---|---|
| Investment Advisory/Research | 75 |
| Registered Broker-Dealer Representatives | 267 |
| Registered State Investment Advisers | 21 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 789,266 | $246.3B |
| Non-Discretionary | 152,591 | $46.6B |
| Total | 941,857 | $292.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 827,116 | $123.7B |
| HNW Individuals | 108,186 | $75.0B |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 13 | $74.7B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 77 | $14.9B |
| Pension and profit sharing plans | 1,016 | $643.3M |
| Charitable organizations | 37 | $149.7M |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | 5,411 | $3.8B |
| Other | <5 | $265,894 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 207023 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)MANAGER RESEARCH SERVICES |
|---|---|
| Compensation | % of AUMPerformance-based feesPYMT/REIMB OF FULLY-LOADED COSTS FOR PROVIDING INVST SERVICES |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 156.7B |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| STRATEGIC INVESTMENT SERVICES PROGRAM | J.P. MORGAN SECURITIES LLC |
| ADVISORY PROGRAM | J.P. MORGAN SECURITIES LLC |
| CHASE STRATEGIC PORTFOLIO | J.P. MORGAN SECURITIES LLC |
| J.P. MORGAN CORE ADVISORY PORTFOLIO | J.P. MORGAN SECURITIES LLC |
| J.P. MORGAN PERSONAL ADVISORS PROGRAM | J.P. MORGAN SECURITIES LLC |
Principal Office
383 MADISONFLOOR 5
NEW YORK
NY
United States
Monday - Friday, 9 AM -5 PM
Tel: 212-464-2070, Fax: None
Chief Compliance Officer
MICHAEL CHOI
MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER
390 MADISON AVENUE
FLOOR 5
NEW YORK
NY
United States
Tel:
(212) 464-1834
M***********@***********M
(Full email address available in API data)
Regulatory Contact
KELLY DEVLIN
VICE PRESIDENT
390 MADISON AVENUE
FLOOR 14
NEW YORK
NY
United States
Tel:
800-392-5749
K***********@***********M
(Full email address available in API data)
Industry Affiliates
| 14TH STREET CIV GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| 14TH STREET CIV US GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRAND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRAND US GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRAND US HOLDINGS GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BS CIV GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| BS CIV US GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| CS PE 2 GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| CS PE CIP LLC | Sponsor, GP, manager of pooled investment vehicles |
| CS PE GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| CS PE US GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| HIGHBRIDGE CAPITAL MANAGEMENT, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| HOTEL 21 GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| HOTEL 21 US GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| J.P. MORGAN (SUISSE) SA | Banking or thrift institution |
| 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 |
| J.P. MORGAN PRIVATE INVESTMENTS INTERNATIONAL INC. | Sponsor, GP, manager of pooled investment vehicles |
| J.P. MORGAN SE | Banking or thrift institution |
| J.P. MORGAN SECURITIES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersRegistered security-based swap dealerFutures commission merchantInsurance company or agencyPension consultant |
| 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 DISTRIBUTION SERVICES, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| JPMPE SPECIAL MEMBER LLC | Sponsor, GP, manager of pooled investment vehicles |
| JPP CIP LLC | Sponsor, GP, manager of pooled investment vehicles |
| JPP GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| JPP II CIP LLC | Sponsor, GP, manager of pooled investment vehicles |
| JPP II GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| JPP II US GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| JPP II US HOLDINGS GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| JPP US GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| JPP US HOLDINGS GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| LIC GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| LIC US GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| PATTERSON STREET CIV GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| PATTERSON STREET CIV US GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| TPBA CIV GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| TPBA CIV US GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| TPBA CIV US HOLDINGS GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| 14TH STREET CIV LP | Real Estate Fund | $43.4M | $0.3M | 31 |
| AIF V PRIVATE INVESTORS LLC | Private Equity Fund | $0.0M | $10.0M | 0 |
| AIF VII PRIVATE INVESTORS (TE), LLC | Private Equity Fund | $1.1M | $1.0M | 27 |
| AIF VII PRIVATE INVESTORS OFFSHORE, LP | Private Equity Fund | $5.9M | $0.5M | 183 |
| AIF VII PRIVATE INVESTORS, LLC | Private Equity Fund | $6.4M | $0.5M | 260 |
| ASIA OPPORTUNITY PRIVATE INVESTORS, LTD. | Private Equity Fund | $0.0M | $5.0M | 0 |
| BEL AIR CIV LP | Real Estate Fund | $13.5M | $0.3M | 26 |
| BRYANT STREET CIV LP | Real Estate Fund | $8.8M | $0.3M | 48 |
| BW PRIVATE INVESTORS OFFSHORE, LTD. | Hedge Fund | $67.8M | $0.5M | 83 |
| BW PRIVATE INVESTORS, LLC | Hedge Fund | $55.3M | $0.5M | 73 |
| CHICAGO 21 MASTER LP | Real Estate Fund | $0.4M | $1.0M | 13 |
| CS PE MASTER LP | Real Estate Fund | $2.8M | $0.5M | 40 |
| GLOBAL IMPACT FUND II SICAV-RAIF S.C.SP. | Private Equity Fund | $64.7M | $0.3M | 64 |
| GLOBAL IMPACT FUND SICAV-RAIF S.C.SP. | Private Equity Fund | $172.7M | $0.3M | 163 |
| HEALTHCARE INNOVATION FUND III, LLC | Private Equity Fund | $185.3M | $0.3M | 294 |
| HEALTHCARE INNOVATION FUND IV OFFSHORE SICAV-RAIF S.C.SP. | Private Equity Fund | $110.2M | $0.3M | 97 |
| HEALTHCARE INNOVATION FUND IV, LLC | Private Equity Fund | $67.4M | $0.3M | 130 |
| HEALTHCARE INNOVATIONFUND III OFFSHORE SICAV-RAIF S.C. SP. | Private Equity Fund | $233.9M | $0.3M | 182 |
| INVESTMENTS STRATEGY SELECTION MASTER FUND SPC LTD - EQUITY INCOME SEGREGATED PORTFOLIO | Hedge Fund | $0.0M | $0.0M | 0 |
| INVESTMENTS STRATEGY SELECTION MASTER FUND SPC LTD DIGITAL EVOLUTION STRATEGIES SEGREGATED PORTFOLIO | Hedge Fund | $48.4M | $0.0M | 54 |
| INVESTMENTS STRATEGY SELECTION MASTER FUND SPC LTD INNOVATORS STRATEGY SELECTION FUND | Hedge Fund | $19.9M | $0.0M | 29 |
| INVESTMENTS STRATEGY SELECTION MASTER FUND SPC LTD LIQUIDITY FUND SEGREGATED PORTFOLIO | Hedge Fund | $0.0M | $0.0M | 0 |
| INVESTMENTS STRATEGY SELECTION MASTER FUND SPC LTD MANAGED EQUITIES SEGREGATED PORTFOLIO | Hedge Fund | $64.3M | $0.0M | 30 |
| INVESTMENTS STRATEGY SELECTION MASTER FUND SPC LTD MANAGED FIXED INCOME SEGREGATED PORTFOLIO | Hedge Fund | $28.8M | $0.0M | 13 |
| INVESTMENTS STRATEGY SELECTION MASTER FUND SPC LTD UPPER TIER HIGH YIELD SEGREGATED PORTFOLIO | Hedge Fund | $0.0M | $0.0M | 0 |
| INVESTMENTS STRATEGY SELECTION MASTER FUND SPC LTD YIELD CURVE ENHANCED INVESTMENT GRADE CORPORATE STRATEGY SEGREGATED PORTFOLIO | Hedge Fund | $14.5M | $0.0M | 9 |
| JHP MASTER LP | Real Estate Fund | $11.0M | $0.3M | 94 |
| KKR 2006 FUND PRIVATE INVESTORS LLC | Private Equity Fund | $7.4M | $1.0M | 190 |
| KKR 2006 FUND PRIVATE INVESTORS OFFSHORE, L.P. | Private Equity Fund | $5.5M | $1.0M | 277 |
| NEXT GEN REAL ESTATE OFFSHORE SICAV-RAIF S.C.SP. | Private Equity Fund | $61.8M | $0.3M | 61 |
| NEXT GEN REAL ESTATE, LLC | Private Equity Fund | $59.7M | $0.3M | 62 |
| PATTERSON STREET CIV LP | Real Estate Fund | $21.3M | $0.3M | 18 |
| PEG CORPORATE FINANCE PRIVATE INVESTORS III LLC | Private Equity Fund | $7.6M | $0.3M | 81 |
| PEG SECONDARY PRIVATE EQUITY INVESTORS AIV L.P. | Private Equity Fund | $11.0M | $0.5M | 103 |
| PEG SECONDARY PRIVATE EQUITY INVESTORS LLC | Private Equity Fund | $273.8M | $0.5M | 211 |
| PEG VENTURE CAPITAL PRIVATE INVESTORS II OFFSHORE SPECIAL L.P. | Private Equity Fund | $17.9M | $0.5M | 142 |
| PROGRAM II MASTER LP | Real Estate Fund | $141.2M | $5.0M | 91 |
| PROGRAM MASTER LP | Real Estate Fund | $72.7M | $0.5M | 173 |
| TL VENTURES V SPECIAL PARTNERS, LLC | Private Equity Fund | $0.0M | $0.5M | 0 |
| VENTURE CAPITAL ACCESS FUND, LLC | Private Equity Fund | $80.9M | $0.3M | 83 |
| VINTAGE 2011 PRIVATE INVESTMENTS, LLC | Real Estate Fund | $26.3M | $0.3M | 416 |
| VINTAGE 2012 PRIVATE INVESTMENTS OFFSHORE, L.P. | Private Equity Fund | $12.3M | $0.3M | 89 |
| VINTAGE 2012 PRIVATE INVESTMENTS, LLC | Private Equity Fund | $68.3M | $0.3M | 506 |
| VINTAGE 2013 PRIVATE INVESTMENTS OFFSHORE, L.P. | Private Equity Fund | $37.7M | $0.3M | 146 |
| VINTAGE 2013 PRIVATE INVESTMENTS, LLC | Private Equity Fund | $140.7M | $0.3M | 733 |
| VINTAGE 2014 PRIVATE INVESTMENTS OFFSHORE, L.P. | Private Equity Fund | $109.9M | $0.3M | 340 |
| VINTAGE 2014 PRIVATE INVESTMENTS, LLC | Private Equity Fund | $209.1M | $0.3M | 981 |
| VINTAGE 2015 PRIVATE INVESTMENTS OFFSHORE SICAVSIF S.C.SP. | Private Equity Fund | $249.6M | $0.3M | 462 |
| VINTAGE 2015 PRIVATE INVESTMENTS, LLC | Private Equity Fund | $389.9M | $0.3M | 1055 |
| VINTAGE 2016 PRIVATE INVESTMENTS NON-U.S. SICAV-SIF S.C.SP. | Private Equity Fund | $327.6M | $0.3M | 346 |
| VINTAGE 2016 PRIVATE INVESTMENTS, LLC | Private Equity Fund | $375.9M | $0.3M | 770 |
| VINTAGE 2017 PRIVATE INVESTMENTS OFFSHORE SICAV-RAIF S.C.SP. | Private Equity Fund | $468.5M | $0.3M | 371 |
| VINTAGE 2017 PRIVATE INVESTMENTS, LLC | Private Equity Fund | $477.5M | $0.3M | 883 |
| VINTAGE 2018 PRIVATE INVESTMENTS OFFSHORE SICAV-RAIF S.C.SP. | Private Equity Fund | $685.0M | $0.3M | 409 |
| VINTAGE 2018 PRIVATE INVESTMENTS, F.C.R. | Private Equity Fund | $91.8M | $0.3M | 44 |
| VINTAGE 2018 PRIVATE INVESTMENTS, LLC | Private Equity Fund | $639.6M | $0.3M | 983 |
| VINTAGE 2019 PRIVATE INVESTMENTS LLC | Private Equity Fund | $546.8M | $0.3M | 997 |
| VINTAGE 2019 PRIVATE INVESTMENTS OFFSHORE SICAV-RAIF S.C.SP. | Private Equity Fund | $589.9M | $0.3M | 456 |
| VINTAGE 2020 PRIVATE INVESTMENTS OFFSHORE SICAV-RAIF S.C.SP. | Private Equity Fund | $557.4M | $0.3M | 411 |
| VINTAGE 2020 PRIVATE INVESTMENTS, F.C.R | Private Equity Fund | $117.8M | $0.3M | 46 |
| VINTAGE 2020 PRIVATE INVESTMENTS, LLC | Private Equity Fund | $499.2M | $0.3M | 905 |
| VINTAGE 2021 PRIVATE INVESTMENTS OFFSHORE SICAV-RAIF S.C.SP. | Private Equity Fund | $831.7M | $0.3M | 492 |
| VINTAGE 2021 PRIVATE INVESTMENTS, LLC | Private Equity Fund | $467.8M | $0.3M | 872 |
| VINTAGE 2022 PRIVATE INVESTMENTS OFFSHORE SICAV-RAIF S.C.SP. | Private Equity Fund | $918.6M | $0.3M | 710 |
| VINTAGE 2022 PRIVATE INVESTMENTS, F.C.R | Private Equity Fund | $113.7M | $0.3M | 48 |
| VINTAGE 2022 PRIVATE INVESTMENTS, LLC | Private Equity Fund | $668.7M | $0.3M | 1212 |
| VINTAGE 2023 PRIVATE INVESTMENTS OFFSHORE SICAV-RAIF S.C.SP. | Private Equity Fund | $1,052.8M | $0.3M | 883 |
| VINTAGE 2023 PRIVATE INVESTMENTS, F.C.R. | Private Equity Fund | $50.1M | $0.3M | 34 |
| VINTAGE 2023 PRIVATE INVESTMENTS, LLC | Private Equity Fund | $768.0M | $0.3M | 1394 |
| VINTAGE CREDIT OPPORTUNITIES SICAV-RIAF S.C.SP. | Private Equity Fund | $188.2M | $0.3M | 101 |
| VINTAGE EUROPEAN OPPORTUNITY FUND LLC | Private Equity Fund | $151.5M | $0.3M | 330 |
| VINTAGE EUROPEAN OPPORTUNITY FUND OFFSHORE LP | Private Equity Fund | $87.5M | $0.3M | 176 |
| VINTAGE HEALTHCARE OPPORTUNITY FUND II OFFSHORE SICAV-RAIF S.C.SP. | Private Equity Fund | $224.7M | $0.3M | 192 |
| VINTAGE HEALTHCARE OPPORTUNITY FUND II, LLC | Private Equity Fund | $191.3M | $0.3M | 272 |
| VINTAGE HEALTHCARE OPPORTUNITY FUND OFFSHORE, L.P. | Private Equity Fund | $157.0M | $0.3M | 128 |
| VINTAGE HEALTHCARE OPPORTUNITY FUND, LLC | Private Equity Fund | $121.4M | $0.3M | 186 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Hill, Glenn | Individual | – | PRESIDENT AND DIRECTOR | 03/2010 | < 5% |
| KASSA, YEJOTEWORQ | Individual | – | DIRECTOR | 01/2013 | < 5% |
| PANTALEO, LAURA, ANN | Individual | – | DIRECTOR | 02/2015 | < 5% |
| CHOI, MICHAEL | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2015 | < 5% |
| SAVINO, MARY, ELIZABETH | Individual | – | DIRECTOR AND HEAD OF INVESTMENT ADVISORY | 04/2016 | < 5% |
| JPMORGAN CHASE HOLDINGS LLC | Domestic Entity | – | SHAREHOLDER | 10/2016 | > 75% |
| J.P. MORGAN CHASE & CO. | Domestic Entity | JPMORGAN CHASE HOLDINGS LLC | SHAREHOLDER | 10/2016 | > 75% |
| Faricelli, Christopher, J. | Individual | – | DIRECTOR | 03/2021 | < 5% |
| INGBER, ABBY, LYNN | Individual | – | CHIEF LEGAL OFFICER | 05/2021 | < 5% |
| BENDER, ANDREAS | Individual | – | DIRECTOR | 03/2023 | < 5% |
| SKOLDBERG, CHRISTOPHER | Individual | – | CHIEF FINANCIAL OFFICER | 03/2024 | < 5% |