J• F•••••••• I•••• F•••

managed by JM Financial L••••••

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Search this name across graphsid dfx:pe:ba37e639-14ca-42c2-bf14-699873985555

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 1
Observed: n/a to Sep 13, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

J• F•••••••• I•••• F•••

Private fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Manager: JM Financial L••••••
ADV gross asset value: $2.9Mas of 2024-10-17
Peak reported GAV: $107M
Reporting years: 13
ADV first reported: Mar 28, 2018
LPs disclosed: 0
Placement agents: 4
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2024	Oct 17, 2024	Private Equity Fund	$2.9M	90
2023	Jun 29, 2023	Private Equity Fund	$2.9M	90
2022	Nov 1, 2022	Private Equity Fund	$7.1M	90
2021	Jun 30, 2021	Private Equity Fund

Relationships

Manages (2)

← JM Financial L••••••FirmPrivate Equity Fund
Mar 28, 2018 to presentfactForm ADV
← J• F•••••••• I••••••••• M••••••• L••••••FirmPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV

Placement agent of (4)

← Icici Bank L••••••IntermediaryThird party
Jan 1, 2018 to presentfactForm ADV
←

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Mar 30, 2012
J• F•••••••• I•••• F••• first reported on Form ADV by J• F•••••••• I••••••••• M••••••• L•••••• (Private Equity Fund), GAV $98,331,665

Provenance

Graph: Private Equity
Canonical id: dfx:pe:ba37e639-14ca-42c2-bf14-699873985555
First observed: n/a
Last observed: Sep 13, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.