JPMORGAN ASSET MANAGEMENT (UK) LIMITED
Adviser information for JPMORGAN ASSET MANAGEMENT (UK) 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 | United Kingdom |
Employees
| Total Number of Employees | 1431 |
|---|---|
| Investment Advisory/Research | 297 |
| 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 | 873 | $364.6B |
| Non-Discretionary | 7 | $1.1B |
| Total | 880 | $365.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 2 | $1.0B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 338 | $239.4B |
| Pension and profit sharing plans | 76 | $44.7B |
| Charitable organizations | 3 | $255.2M |
| State or municipal gov entities | 6 | $867.9M |
| Other investment advisers | 2 | $647.0M |
| Insurance companies | 37 | $30.0B |
| Sovereign wealth funds and foreign official institutions | 22 | $31.6B |
| Corporations or other businesses | 26 | $17.2B |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
60 VICTORIA EMBANKMENTLONDON
United Kingdom
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 44-207-742-6000, Fax: None
Chief Compliance Officer
RICHARD STUART-RECKLING
MANAGING DIRECTOR
60 VICTORIA EMBANKMENT
LONDON
United Kingdom
Tel:
44 207 742 6304
R**********************@***********M
(Full email address available in API data)
Industry Affiliates
| BEAR STEARNS ASSET MANAGEMENT INC. | Other investment adviser, including financial plannersSponsor, 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 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 |
| J.P. MORGAN SECURITIES PLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealerRegistered security-based swap dealerFutures commission merchantBanking or thrift institution |
| JPMORGAN ASSET MANAGEMENT (EUROPE) S.A.R.L. | 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 LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EO III GRA FEEDER LP | Real Estate Fund | $1.8M | $0.0M | 31 |
| EUROPEAN OPPORTUNISTIC PROPERTY FUND III INTERMEDIATE LP | Real Estate Fund | $134.8M | $0.0M | 11 |
| EUROPEAN OPPORTUNISTIC PROPERTY FUND III MASTER LP | Real Estate Fund | $220.7M | $0.0M | 49 |
| EUROPEAN OPPORTUNISTIC PROPERTY FUND IV FEEDER LP | Real Estate Fund | $441.5M | $0.0M | 10 |
| EUROPEAN OPPORTUNISTIC PROPERTY FUND IV MASTER LP | Real Estate Fund | $1,051.9M | $0.0M | 56 |
| EUROPEAN OPPORTUNISTIC PROPERTY FUND V FEEDER RAIF SICAV-S.A. | Real Estate Fund | $303.9M | $1.1M | 1 |
| EUROPEAN OPPORTUNISTIC PROPERTY FUND V RAIF SICAV-S.A. | Real Estate Fund | $1,003.7M | $1.1M | 13 |
| EUROPEAN OPPORTUNISTIC PROPERTY FUND V SCSP | Real Estate Fund | $1,485.3M | $1.1M | 55 |
| EUROPEAN PROPERTY FUND - SUB FUND A FEEDER LIMITED | Real Estate Fund | $0.0M | $0.0M | 94 |
| GLOBAL MARITIME INVESTMENT FUND FEEDER LP | NOT A HEDGE, LIQUIDITY, PRIVATE EQUITY, REAL ESTATE, SECURITIZED ASSETS OR VENTURE CAPITAL FUND | $7.8M | $10.0M | 14 |
| GLOBAL MARITIME INVESTMENT FUND INTERMEDIATE LP | NOT A HEDGE, LIQUIDITY, PRIVATE EQUITY, REAL ESTATE, SECURITIZED ASSETS OR VENTURE CAPITAL FUND | $16.4M | $0.0M | 19 |
| GLOBAL MARITIME INVESTMENT FUND LP | NOT A HEDGE, LIQUIDITY, PRIVATE EQUITY, REAL ESTATE, SECURITIZED ASSETS OR VENTURE CAPITAL FUND | $27.7M | $10.0M | 40 |
| GLOBAL TRANSPORT INCOME FUND FEEDER PARTNERSHIP SCSP | FUND INVESTMENTS RELATE TO MARITIME/TRANSPORTATION ASSETS | $2,232.5M | $10.0M | 26 |
| GLOBAL TRANSPORT INCOME FUND FEEDER RAIF SICAV-S.A | FUND INVESTMENTS RELATE TO MARITIME/TRANSPORTATION ASSETS | $156.7M | $11.0M | 1 |
| GLOBAL TRANSPORT INCOME FUND MASTER PARTNERSHIP SCSP | FUND INVESTMENTS RELATE TO MARITIME/TRANSPORTATION ASSETS | $4,338.5M | $10.0M | 93 |
| JPMAM RE CIP 2 L.P. | NOT A HEDGE, LIQUIDITY, PRIVATE EQUITY, REAL ESTATE, SECURITIZED ASSETS OR VENTURE CAPITAL FUND | $2.2M | $0.0M | 26 |
| STRATEGIC PROPERTY FUND EUROPE RAIF SICAV-S.A. | Real Estate Fund | $479.2M | $1.1M | 7 |
| STRATEGIC PROPERTY FUND EUROPE SCSP | Real Estate Fund | $491.7M | $1.1M | 8 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JPMORGAN ASSET MANAGEMENT INTERNATIONAL LIMITED | Foreign Entity | – | SHAREHOLDER | 12/2020 | > 75% |
| JPMORGAN ASSET MANAGEMENT HOLDINGS INC. | Domestic Entity | JPMORGAN ASSET MANAGEMENT INTERNATIONAL LIMITED | SHAREHOLDER | 10/2003 | > 75% |
| JPMORGAN CHASE & CO. | Domestic Entity | JPMORGAN CHASE HOLDINGS LLC | SHAREHOLDER | 09/2016 | > 75% |
| Thomson, Patrick, MacDonald | Individual | – | DIRECTOR/CHIEF EXECUTIVE OFFICER | 05/2018 | < 5% |
| JPMORGAN CHASE HOLDINGS LLC | Domestic Entity | JPMORGAN ASSET MANAGEMENT HOLDINGS INC. | SHAREHOLDER | 04/2017 | > 75% |
| POND, STEPHEN, EDWARD | Individual | – | DIRECTOR / CHIEF FINANCIAL OFFICER | 06/2018 | < 5% |
| STUART-RECKLING, RICHARD | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2019 | < 5% |
| NICHOMOFF, SARAH, HEFFRON | Individual | – | NON-EXECUTIVE DIRECTOR | 06/2019 | < 5% |
| SMITH, ARTHUR, MARK RUSTON | Individual | – | INDEPENDENT NON-EXECUTIVE DIRECTOR/CHAIRMAN | 06/2019 | < 5% |
| HAIMOFF, DANA, MICHELLE | Individual | – | DIRECTOR | 07/2019 | < 5% |
| Reidy, Deborah | Individual | – | INDEPENDENT NON-EXECUTIVE DIRECTOR | 12/2020 | < 5% |
| Fastenaekels, Jeroen | Individual | – | CHIEF LEGAL OFFICER | 06/2022 | < 5% |
| Thorneycroft, Katy | Individual | – | EXECUTIVE DIRECTOR | 03/2023 | < 5% |