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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

JUPITER ASSET MANAGEMENT LIMITED

CRD 306863

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:167c9ca1-235f-0908-99e2-b8952cd61970

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 15
On other graphs: 0
Observed: Apr 14, 2021 to Mar 31, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.95 institutional_share=0.05 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $68BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $68B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 408
Advisory employees: 70
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 98
Private funds: 3Schedule D 7.B(1)
SEC number: 801-121221
CRD: 306863
Filings on the tape: 16
First filed: Apr 14, 2021
Latest filed: Mar 31, 2026
Organised: Corporation

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BEESLEY, MATTHEW, CHARLES	CHIEF EXECUTIVE OFFICER	Na	yes	01/2022	Mar 29, 2022	Jul 2, 2024
Carter, Catherine, Elizabeth	CHIEF COMPLIANCE OFFICER	Na	yes	12/2022	Jan 4, 2023	Jul 2, 2024
JUPITER ASSET MANAGEMENT GROUP LIMITED	SHAREHOLDER - ORDINARY SHARES	E	yes	06/2007	Apr 14, 2021	Jul 2, 2024
JUPITER FUND MANAGEMENT GROUP LIMITED	SHAREHOLDER - ORDINARY SHARES	E	yes	03/2007	Apr 14, 2021	Jul 2, 2024
JUPITER FUND MANAGEMENT PLC	SHAREHOLDER - ORDINARY SHARES	E	yes	03/2007	Apr 14, 2021	Jul 2, 2024
JUPITER INVESTMENT MANAGEMENT GROUP LIMITED	Shareholder	E	yes	03/1991	Apr 14, 2021	Jul 2, 2024
Kinsella, Tracey	Director	Na	yes	10/2022	Jan 4, 2023	Jul 2, 2024
KNIGHTSBRIDGE ASSET MANAGEMENT LIMITED	SHAREHOLDER - ORDINARY SHARES	E	yes	09/2004	Apr 14, 2021	Jul 2, 2024
MEPHAM, WAYNE, NMN	Director	Na	yes	09/2019	Apr 14, 2021	Jul 2, 2024
Morgan, Matthew, Adam Robert	Director	Na	yes	06/2023	Mar 27, 2024	Jul 2, 2024
Nandra-Koehrer, Kiranpal, Kaur	Director	Na	yes	06/2023	Mar 27, 2024	Jul 2, 2024
Owen, Thomas, Nicholas	Director	Na	yes	07/2024	Jul 2, 2024	Jul 2, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JUPITER INVESTMENT MANAGEMENT LIMITED	n/a	Former SEC adviser	$26B	N	yes	n/a
NZS CAPITAL LLC	n/a	Other adviser	$4.1B	Y	yes	n/a
JUPITER ASSET MANAGEMENT US LLC	n/a	Former SEC adviser	$20.9M	N	yes	n/a
JUPITER ASSET MANAGEMENT (EUROPE) LIMITED	n/a	n/a	n/a	N	yes	n/a
JUPITER ASSET MANAGEMENT GP LLC	n/a	n/a	n/a	Y	yes	n/a
JUPITER ASSET MANAGEMENT INTERNATIONAL S.A.	n/a	n/a	n/a	Y	yes	n/a
JUPITER FUND MANAGERS LIMITED	n/a	n/a	n/a	N	yes	n/a
JUPITER UNIT TRUST MANAGERS LIMITED	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dublin	n/a	Ireland	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$68B	$68B	408	70	0	3	n/a
2024	Mar 26, 2025	$46B	$46B	529	117	0	n/a	n/a
2023	Mar 27, 2024	$50B	$50B	523	121	1	n/a	n/a
2022	Mar 29, 2023	$45B	$45B	542	127	0	n/a	n/a
2021	Mar 29, 2022	$58B	$58B	582	139	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$68B	$46B	47.7%	$45B	15.2%	408	529	0	0

Relationships

Affiliated with (4)

→ OLD MUTUAL GLOBAL INVESTORSRegistered adviserother investment adviser, bank, common control
factForm ADV
→ NZS CAPITAL LLCRegistered adviserother investment adviser, control, common control
factForm ADV
→ JUPITER ASSET MANAGEMENT US LLCRegistered adviserother investment adviser, common control
factForm ADV
← JUPITER ASSET MANAGEMENT US LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (12)

← BEESLEY, MATTHEW, CHARLESOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 29, 2022 to Jul 2, 2024factForm ADV
← MEPHAM, WAYNE, NMNOwnerDIRECTOR, ownership code NA, individual
Apr 14, 2021 to Jul 2, 2024factForm ADV
← Kinsella, TraceyOwnerDIRECTOR, ownership code NA, individual
Jan 4, 2023 to Jul 2, 2024factForm ADV
← Carter, Catherine, ElizabethOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 4, 2023 to Jul 2, 2024factForm ADV
← Morgan, Matthew, Adam RobertOwnerDIRECTOR, ownership code NA, individual
Mar 27, 2024 to Jul 2, 2024factForm ADV
← Nandra-Koehrer, Kiranpal, KaurOwnerDIRECTOR, ownership code NA, individual
Mar 27, 2024 to Jul 2, 2024factForm ADV
← Owen, Thomas, NicholasOwnerDIRECTOR, ownership code NA, individual
Jul 2, 2024 to Jul 2, 2024factForm ADV
← JUPITER ASSET MANAGEMENT GROUP LIMITEDOwnerSHAREHOLDER - ORDINARY SHARES, ownership code E, foreign entity
Apr 14, 2021 to Jul 2, 2024factForm ADV
← JUPITER FUND MANAGEMENT GROUP LIMITEDOwnerSHAREHOLDER - ORDINARY SHARES, ownership code E, foreign entity
Apr 14, 2021 to Jul 2, 2024factForm ADV
← JUPITER FUND MANAGEMENT PLCOwnerSHAREHOLDER - ORDINARY SHARES, ownership code E, foreign entity
Apr 14, 2021 to Jul 2, 2024factForm ADV
← JUPITER INVESTMENT MANAGEMENT GROUP LIMITEDOwnerSHAREHOLDER, ownership code E, foreign entity
Apr 14, 2021 to Jul 2, 2024factForm ADV
← KNIGHTSBRIDGE ASSET MANAGEMENT LIMITEDOwnerSHAREHOLDER - ORDINARY SHARES, ownership code E, foreign entity
Apr 14, 2021 to Jul 2, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Jupiter Asset Management Limited reported RAUM $68.2B, up 48% from $46.2B (2026-01-20 to 2026-03-31)
Form ADVobserved 6 days ago
$22.0B
Occurred
Jul 2, 2024
Control person joined
Nicholas Thomas Owen (Director) appeared on Schedule A of Jupiter Asset Management Limited
Form ADVobserved 6 days ago
Occurred
Jun 27, 2024
Control person left
Joanne Alison Hollingshead (Director) no longer on Schedule A of Jupiter Asset Management Limited (listed 2024-05-15, absent 2024-06-27)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2024
Control person joined
Adam Robert Matthew Morgan (Director) appeared on Schedule A of Jupiter Asset Management Limited
Form ADVobserved 6 days ago
Occurred
Mar 27, 2024
Control person joined
Kaur Kiranpal Nandra-Koehrer (Director) appeared on Schedule A of Jupiter Asset Management Limited
Form ADVobserved 6 days ago
Occurred
Jan 4, 2023
Regulatory AUM changed
Jupiter Asset Management Limited reported RAUM $39.0B, down 32% from $57.7B (2022-03-29 to 2023-01-04)
Form ADVobserved 6 days ago
$-18.7B
Occurred
Jan 4, 2023
Control person joined
Tracey Kinsella (Director) appeared on Schedule A of Jupiter Asset Management Limited
Form ADVobserved 6 days ago
Occurred
Jan 4, 2023
Control person joined
Joanne Alison Hollingshead (Director) appeared on Schedule A of Jupiter Asset Management Limited
Form ADVobserved 6 days ago
Occurred
Jan 4, 2023
Control person joined
Elizabeth Catherine Carter (Chief Compliance Officer) appeared on Schedule A of Jupiter Asset Management Limited
Form ADVobserved 6 days ago
Occurred
Jan 4, 2023
Control person left
Grace Katharine Dryer (Director) no longer on Schedule A of Jupiter Asset Management Limited (listed 2022-03-29, absent 2023-01-04)
Form ADVobserved 6 days ago
Occurred
Jan 4, 2023
Control person left
Veronica Wendy Christina Lazenby (Chief Compliance Officer) no longer on Schedule A of Jupiter Asset Management Limited (listed 2022-03-29, absent 2023-01-04)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2022
Control person left
Vernon Robert Parker (Director) no longer on Schedule A of Jupiter Asset Management Limited (listed 2021-09-03, absent 2022-03-29)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2022
Control person left
Brian Stephen Pearson (Director) no longer on Schedule A of Jupiter Asset Management Limited (listed 2021-09-03, absent 2022-03-29)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2022
Control person joined
Charles Matthew Beesley (Chief Investment Officer & Director) appeared on Schedule A of Jupiter Asset Management Limited
Form ADVobserved 6 days ago
Occurred
Apr 14, 2021
First Form ADV filing
Jupiter Asset Management Limited filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:167c9ca1-235f-0908-99e2-b8952cd61970
First observed: Apr 14, 2021
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.

JUPITER ASSET MANAGEMENT LIMITED

CRD 306863

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:167c9ca1-235f-0908-99e2-b8952cd61970

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:33 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEESLEY, MATTHEW, CHARLES

CHIEF EXECUTIVE OFFICER

yes

01/2022

Mar 29, 2022

Jul 2, 2024

Carter, Catherine, Elizabeth

CHIEF COMPLIANCE OFFICER

yes

12/2022

Jan 4, 2023

Jul 2, 2024

JUPITER ASSET MANAGEMENT GROUP LIMITED

SHAREHOLDER - ORDINARY SHARES

yes

06/2007

Apr 14, 2021

Jul 2, 2024

JUPITER FUND MANAGEMENT GROUP LIMITED

SHAREHOLDER - ORDINARY SHARES

yes

03/2007

Apr 14, 2021

Jul 2, 2024

JUPITER FUND MANAGEMENT PLC

SHAREHOLDER - ORDINARY SHARES

yes

03/2007

Apr 14, 2021

Jul 2, 2024

JUPITER INVESTMENT MANAGEMENT GROUP LIMITED

Shareholder

yes

03/1991

Apr 14, 2021

Jul 2, 2024

Kinsella, Tracey

Director

yes

10/2022

Jan 4, 2023

Jul 2, 2024

KNIGHTSBRIDGE ASSET MANAGEMENT LIMITED

SHAREHOLDER - ORDINARY SHARES

yes

09/2004

Apr 14, 2021

Jul 2, 2024

MEPHAM, WAYNE, NMN

Director

yes

09/2019

Apr 14, 2021

Jul 2, 2024

Morgan, Matthew, Adam Robert

Director

yes

06/2023

Mar 27, 2024

Jul 2, 2024

Nandra-Koehrer, Kiranpal, Kaur

Director

yes

06/2023

Mar 27, 2024

Jul 2, 2024

Owen, Thomas, Nicholas

Director

yes

07/2024

Jul 2, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JUPITER INVESTMENT MANAGEMENT LIMITED

n/a

Former SEC adviser

$26B

yes

n/a

NZS CAPITAL LLC

n/a

Other adviser

$4.1B

yes

n/a

JUPITER ASSET MANAGEMENT US LLC

n/a

Former SEC adviser

$20.9M

yes

n/a

JUPITER ASSET MANAGEMENT (EUROPE) LIMITED

n/a

yes

n/a

JUPITER ASSET MANAGEMENT GP LLC

n/a

yes

n/a

JUPITER ASSET MANAGEMENT INTERNATIONAL S.A.

n/a

yes

n/a

JUPITER FUND MANAGERS LIMITED

n/a

yes

n/a

JUPITER UNIT TRUST MANAGERS LIMITED

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Dublin

n/a

Ireland

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$68B

408

n/a

2024

Mar 26, 2025

$46B

529

117

n/a

2023

Mar 27, 2024

$50B

523

121

n/a

2022

Mar 29, 2023

$45B

542

127

n/a

2021

Mar 29, 2022

$58B

582

139

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$68B

$46B

47.7%

$45B

15.2%

408

529