DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

JPMORGAN PARTNERS

J.P. MORGAN PARTNERS, LLC, CRD 110373

NEW YORK, NY

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:21c6d0ae-d561-8371-37a8-81bfec4661d9

Data as of May 18, 2018 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 59
Dated events: 1
On other graphs: 1
Observed: Mar 30, 2012 to May 18, 2018
22 observations

Across DFX

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

Private Equityidentity

Jpmorgan Partners

Private equity manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $38.9MItem 5.F on the latest filing (2018-05-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $38.9M
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: 10
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 17
Private funds: 9Schedule D 7.B(1)
Private fund GAV: $8.1Mgross asset value as reported per fund; never fund size
Custody, client assets: $22.1M
SEC number: 801-58234
CRD: 110373
Filings on the tape: 22
First filed: Mar 30, 2012
Latest filed: May 18, 2018
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 45

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
J.P. MORGAN CAPITAL, L.P.	Private Equity Fund	$81.2M	Jan 15, 2013	2	Mar 30, 2012	dropped	n/a
CHASE 1998 POOL PARTICIPATION FUND, L.P.	Private Equity Fund	$14.9M	Nov 15, 2013	6	Mar 30, 2012	dropped	n/a
CHASE 1999/2000 POOL PARTICIPATION FUND, L.P.	Private Equity Fund	$7.2M	Nov 15, 2013	3	Mar 30, 2012	dropped	n/a
J.P. MORGAN PARTNERS GLOBAL INVESTORS L.P.	Private Equity Fund	$6.6M	Mar 24, 2017	36	Mar 30, 2012	dropped	021-9999999999
CHASE 1998 POOL PARTICIPATION PARALLEL FUND, L.P.	Private Equity Fund	$5.8M	Nov 15, 2013	3	Mar 30, 2012	dropped	n/a
J.P. MORGAN PARTNERS GLOBAL INVESTORS (SELLDOWN) II, L.P	Private Equity Fund	$5.7M	Mar 24, 2017	15	Mar 30, 2012	dropped	021-9999999999
ASIA OPPORTUNITY FUND, L.P.	Private Equity Fund	$5.7M	May 18, 2018	61	Mar 30, 2012	reported	021-9999999999
J.P. MORGAN PARTNERS GLOBAL INVESTORS (CAYMAN), L.P.	Private Equity Fund	$4.2M	Mar 24, 2017	22	Mar 30, 2012	dropped	021-9999999999
J.P. MORGAN PARTNERS GLOBAL INVESTORS (CAYMAN) IV, L.P.	Private Equity Fund	$4.1M	Jan 15, 2013	7	Mar 30, 2012	dropped	n/a
J.P. MORGAN PARTNERS GLOBAL INVESTORS (SELLDOWN), L.P	Private Equity Fund	$3.4M	Mar 24, 2017	22	Mar 30, 2012	dropped	021-9999999999
J.P. MORGAN PARTNERS GLOBAL INVESTORS A, L.P.	Private Equity Fund	$1.9M	Mar 24, 2017	3	Mar 30, 2012	dropped	021-9999999999
CHASE 1999/2000 POOL PARTICIPATION PARALLEL FUND I, C.V.	Private Equity Fund	$1.7M	Nov 15, 2013	2	Mar 30, 2012	dropped	n/a
CHASE 1999/2000 POOL PARTICIPATION PARALLEL FUND, C.V.	Private Equity Fund	$1.7M	Nov 15, 2013	2	Mar 30, 2012	dropped	n/a
J.P. MORGAN PARTNERS GLOBAL INVESTORS (CAYMAN/SELLDOWN) IV, L.P.	Private Equity Fund	$1.4M	Jan 15, 2013	6	Mar 30, 2012	dropped	n/a
BEAR GROWTH CAPITAL PARTNERS, LP	Private Equity Fund	$1.4M	May 18, 2018	23	Mar 30, 2012	reported	021-9999999999
J.P. MORGAN PARTNERS GLOBAL INVESTORS (CAYMAN) II, L.P.	Private Equity Fund	$1.4M	Mar 24, 2017	3	Mar 30, 2012	dropped	021-9999999999
JPMP CO-INVEST PARTNERS, L.P.	Private Equity Fund	$1.2M	Nov 15, 2013	116	Apr 1, 2013	dropped	n/a
TECHNOLOGY COINVESTORS EMPLOYEE FUND, L.P.	Private Equity Fund	$1.1M	Feb 9, 2017	86	Apr 1, 2013	dropped	021-9999999999
J.P. MORGAN 2001 POOL PARTICIPATION FUND (FOUNDATION), L.P.	Private Equity Fund	$942,535	Nov 15, 2013	3	Mar 30, 2012	dropped	n/a
JPMP GCO EQUITY INVESTORS, L.P.	Private Equity Fund	$678,768	Mar 24, 2017	18	Mar 30, 2012	dropped	021-9999999999
CHASE 2000 POOL PARTICIPATION FOUNDATION FUND, L.P.	Private Equity Fund	$532,974	Nov 15, 2013	3	Mar 30, 2012	dropped	n/a
J.P. MORGAN 2002 POOL PARTICIPATION FUND (FOUNDATION), L.P.	Private Equity Fund	$507,339	Nov 15, 2013	3	Mar 30, 2012	dropped	n/a
CAIP CO-INVESTMENT FUND PARALLEL FUND (I) C.V.	Private Equity Fund	$414,766	May 18, 2018	1	Mar 30, 2012	reported	021-9999999999
CHASE 2000 POOL PARTICIPATION FUND, L.P.	Private Equity Fund	$321,006	Nov 15, 2013	2	Mar 30, 2012	dropped	n/a
J.P. MORGAN PARTNERS GLOBAL INVESTORS (SELLDOWN) II-A, L.P	Private Equity Fund	$277,366	May 18, 2018	16	Mar 30, 2012	reported	021-9999999999

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
CAPELLA, ANA	MANAGING DIRECTOR	Na	yes	01/2011	Mar 30, 2012	May 18, 2018
FLANAGAN, BRIAN, P	Cfo	Na	yes	02/2013	Apr 1, 2013	May 18, 2018
J.P. MORGAN CHASE & CO.	Shareholder	E	yes	10/2016	Mar 30, 2012	May 18, 2018
JPMORGAN CHASE HOLDINGS LLC	Shareholder	E	yes	10/2016	Mar 24, 2017	May 18, 2018
JPMP CAPITAL CORP.	MANAGING MEMBER	E	yes	01/2001	Mar 30, 2012	May 18, 2018
SMITH, RICHARD, WARREN	President	Na	yes	01/2013	Apr 1, 2013	May 18, 2018
Sampson, Adyo, W	CHIEF COMPLIANCE OFFICER	Na	no	05/2018	May 15, 2018	May 18, 2018

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
J.P. MORGAN INVESTMENT MANAGEMENT INC.	n/a	Asset manager	$3519B	N	yes	n/a
J.P. MORGAN PRIVATE INVESTMENTS INC.	n/a	Bd affiliated wealth	$470B	N	yes	n/a
J.P. MORGAN SECURITIES LLC	n/a	Wirehouse	$430B	N	yes	n/a
BEAR STEARNS ASSET MANAGEMENT INC.	n/a	No RAUM reported	$0	N	yes	n/a
ASIA OPPORTUNITY COMPANY	n/a	n/a	n/a	N	yes	n/a
BGCP GP, LLC	n/a	n/a	n/a	N	yes	n/a
J.P. MORGAN PARTNERS (BHCA), L.P.	n/a	n/a	n/a	N	yes	n/a
JPMORGAN CHASE BANK N.A.	n/a	n/a	n/a	N	yes	NY
JPMP CAPITAL CORP.	n/a	n/a	n/a	N	yes	n/a
JPMP GLOBAL INVESTORS, L.P.	n/a	n/a	n/a	N	yes	n/a
JPMP MASTER FUND MANAGER, L.P.	n/a	n/a	n/a	N	yes	n/a
OEP CO-INVESTORS MANAGEMENT II, LTD.	n/a	n/a	n/a	N	yes	n/a
OEP CO-INVESTORS MANAGEMENT III, LTD.	n/a	n/a	n/a	N	yes	n/a

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 27, 2018	$38.9M	$38.9M	10	2	0	9	$8.1M
2016	Mar 24, 2017	$252M	$252M	10	2	n/a	22	$33.4M
2015	Mar 28, 2016	$277M	$277M	10	2	n/a	23	$57.5M
2014	Mar 27, 2015	$676M	$676M	10	2	n/a	24	$365M
2013	Mar 21, 2014	$1.3B	$1.3B	11	2	n/a	23	$1.0B
2012	Apr 1, 2013	$1.3B	$1.3B	3	3	n/a	41	$1.0B
2011	Mar 30, 2012	$2.8B	$2.8B	n/a	n/a	n/a	40	$1.3B

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
2017	$38.9M	$252M	-84.5%	$676M	-61.4%	10	10	0	n/a

Relationships

Affiliated with (7)

→ J.P. MORGAN INVESTMENT MANAGEMENT INC.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ J.P. MORGAN PRIVATE INVESTMENTS INC.Registered adviserother investment adviser, bank, common control
factForm ADV
→ BEAR STEARNS ASSET MANAGEMENT INC.Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserother investment adviser, broker-dealer, trust company, CPO/CTA, common control
factForm ADV
← SIXTY WALL STREET MANAGEMENT COMPANY, LLCRegistered adviserother investment adviser, common control
factForm ADV
← J.P. MORGAN LATIN AMERICA MANAGEMENT COMPANY, LLC.Registered adviserother investment adviser, common control
factForm ADV
← SIXTY WALL STREET GP CORPORATIONRegistered adviserother investment adviser, common control
factForm ADV

Advises (45)

→ CAIP CO-INVESTMENT FUND PARALLEL FUND (I) C.V.Private fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ JPMP CO-INVEST PARTNERS 2004, L.P.Private fundPrivate Equity Fund, IA
Apr 1, 2013 to presentfactForm ADV
→ CAIP CO-INVESTMENT FUND PARALLEL FUND (II) C.V.Private fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ BEAR GROWTH CAPITAL PARTNERS, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ J.P. MORGAN PARTNERS GLOBAL INVESTORS (CAYMAN) III, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ ASIA OPPORTUNITY FUND, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ J.P. MORGAN PARTNERS GLOBAL INVESTORS (CAYMAN/SELLDOWN) III, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ JPMP FRIENDS 2004-1 PARTNERS, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ J.P. MORGAN PARTNERS GLOBAL INVESTORS (SELLDOWN) II-A, L.PPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ J.P. MORGAN PARTNERS GLOBAL INVESTORS (SELLDOWN), L.PPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 24, 2017factForm ADV
→ J.P. MORGAN PARTNERS GLOBAL INVESTORS (SELLDOWN) II-B, L.PPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 24, 2017factForm ADV
→ J.P. MORGAN PARTNERS GLOBAL INVESTORS (CAYMAN), L.P.Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 24, 2017factForm ADV
→ J.P. MORGAN PARTNERS GLOBAL INVESTORS (H&Q EMPLOYEES), L.P.Private fundPrivate Equity Fund, IA, no longer reported
Mar 27, 2015 to Mar 24, 2017factForm ADV
→ J.P. MORGAN PARTNERS GLOBAL INVESTORS (SELLDOWN) II, L.PPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 24, 2017factForm ADV
→ J.P. MORGAN PARTNERS GLOBAL INVESTORS L.P.Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 24, 2017factForm ADV
→ J.P. MORGAN PARTNERS GLOBAL INVESTORS A, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 24, 2017factForm ADV
→ J.P. MORGAN PARTNERS GLOBAL INVESTORS (CAYMAN/SELLDOWN) V, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 24, 2017factForm ADV
→ J.P. MORGAN PARTNERS GLOBAL INVESTORS (CAYMAN) II, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 24, 2017factForm ADV
→ JPMP CO-INVEST PARTNERS 2005, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Apr 1, 2013 to Mar 24, 2017factForm ADV
→ J.P. MORGAN PARTNERS GLOBAL INVESTORS (SELLDOWN) II-C, L.PPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 24, 2017factForm ADV
→ JPMP GCO EQUITY INVESTORS, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 24, 2017factForm ADV
→ J.P. MORGAN PARTNERS GLOBAL INVESTORS (CAYMAN) V, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 24, 2017factForm ADV
→ TECHNOLOGY COINVESTORS EMPLOYEE FUND, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Apr 1, 2013 to Feb 9, 2017factForm ADV
→ HW CO-INVESTORS, LLCPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Jun 8, 2015factForm ADV
→ CHASE 2000 POOL PARTICIPATION FUND, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Nov 15, 2013factForm ADV
→ CCP FRIENDS 2000 -1, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Nov 15, 2013factForm ADV
→ CHASE 1999/2000 POOL PARTICIPATION FUND, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Nov 15, 2013factForm ADV
→ J.P. MORGAN 2001 POOL PARTICIPATION FUND (FOUNDATION), L.P.Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Nov 15, 2013factForm ADV
→ CCP FRIENDS 2000 -2, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Nov 15, 2013factForm ADV
→ CHASE 1999/2000 POOL PARTICIPATION PARALLEL FUND I, C.V.Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Nov 15, 2013factForm ADV
and 15 more

Controls (6)

← FLANAGAN, BRIAN, POwnerCFO, ownership code NA, individual
Apr 1, 2013 to presentfactForm ADV
← CAPELLA, ANAOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← SMITH, RICHARD, WARRENOwnerPRESIDENT, ownership code NA, individual
Apr 1, 2013 to presentfactForm ADV
← J.P. MORGAN CHASE & CO.OwnerSHAREHOLDER, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV
← JPMORGAN CHASE HOLDINGS LLCOwnerSHAREHOLDER, ownership code E, domestic entity
Mar 24, 2017 to presentfactForm ADV
← JPMP CAPITAL CORP.OwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV

Owns (1)

← Sampson, Adyo, WOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 15, 2018 to presentfactForm ADV

Dated events

Occurred
Mar 27, 2018
Regulatory AUM changed
Jpmorgan Partners reported RAUM $38.9M, down 85% from $251.6M (2017-03-24 to 2018-03-27)
Form ADVobserved 6 days ago
$-213M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:21c6d0ae-d561-8371-37a8-81bfec4661d9
First observed: Mar 30, 2012
Last observed: May 18, 2018 101 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.

JPMORGAN PARTNERS

J.P. MORGAN PARTNERS, LLC, CRD 110373

NEW YORK, NY

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:21c6d0ae-d561-8371-37a8-81bfec4661d9

Data as of May 18, 2018 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:20 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

J.P. MORGAN CAPITAL, L.P.

Private Equity Fund

$81.2M

Jan 15, 2013

Mar 30, 2012

dropped

n/a

CHASE 1998 POOL PARTICIPATION FUND, L.P.

Private Equity Fund

$14.9M

Nov 15, 2013

Mar 30, 2012

dropped

n/a

CHASE 1999/2000 POOL PARTICIPATION FUND, L.P.

Private Equity Fund

$7.2M

Nov 15, 2013

Mar 30, 2012

dropped

n/a

J.P. MORGAN PARTNERS GLOBAL INVESTORS L.P.

Private Equity Fund

$6.6M

Mar 24, 2017

Mar 30, 2012

dropped

021-9999999999

CHASE 1998 POOL PARTICIPATION PARALLEL FUND, L.P.

Private Equity Fund

$5.8M

Nov 15, 2013

Mar 30, 2012

dropped

n/a

J.P. MORGAN PARTNERS GLOBAL INVESTORS (SELLDOWN) II, L.P

Private Equity Fund

$5.7M

Mar 24, 2017

Mar 30, 2012

dropped

021-9999999999

ASIA OPPORTUNITY FUND, L.P.

Private Equity Fund

$5.7M

May 18, 2018

Mar 30, 2012

reported

021-9999999999

J.P. MORGAN PARTNERS GLOBAL INVESTORS (CAYMAN), L.P.

Private Equity Fund

$4.2M

Mar 24, 2017

Mar 30, 2012

dropped

021-9999999999

J.P. MORGAN PARTNERS GLOBAL INVESTORS (CAYMAN) IV, L.P.

Private Equity Fund

$4.1M

Jan 15, 2013

Mar 30, 2012

dropped

n/a

J.P. MORGAN PARTNERS GLOBAL INVESTORS (SELLDOWN), L.P

Private Equity Fund

$3.4M

Mar 24, 2017

Mar 30, 2012

dropped

021-9999999999

J.P. MORGAN PARTNERS GLOBAL INVESTORS A, L.P.

Private Equity Fund

$1.9M

Mar 24, 2017

Mar 30, 2012

dropped

021-9999999999

CHASE 1999/2000 POOL PARTICIPATION PARALLEL FUND I, C.V.

Private Equity Fund

$1.7M

Nov 15, 2013

Mar 30, 2012

dropped

n/a

CHASE 1999/2000 POOL PARTICIPATION PARALLEL FUND, C.V.

Private Equity Fund

$1.7M

Nov 15, 2013

Mar 30, 2012

dropped

n/a

J.P. MORGAN PARTNERS GLOBAL INVESTORS (CAYMAN/SELLDOWN) IV, L.P.

Private Equity Fund

$1.4M

Jan 15, 2013

Mar 30, 2012

dropped

n/a

BEAR GROWTH CAPITAL PARTNERS, LP

Private Equity Fund

$1.4M

May 18, 2018

Mar 30, 2012

reported

021-9999999999

J.P. MORGAN PARTNERS GLOBAL INVESTORS (CAYMAN) II, L.P.

Private Equity Fund

$1.4M

Mar 24, 2017

Mar 30, 2012

dropped

021-9999999999

JPMP CO-INVEST PARTNERS, L.P.

Private Equity Fund

$1.2M

Nov 15, 2013

116

Apr 1, 2013

dropped

n/a

TECHNOLOGY COINVESTORS EMPLOYEE FUND, L.P.

Private Equity Fund

$1.1M

Feb 9, 2017

Apr 1, 2013

dropped

021-9999999999

J.P. MORGAN 2001 POOL PARTICIPATION FUND (FOUNDATION), L.P.

Private Equity Fund

$942,535

Nov 15, 2013

Mar 30, 2012

dropped

n/a

JPMP GCO EQUITY INVESTORS, L.P.

Private Equity Fund

$678,768

Mar 24, 2017

Mar 30, 2012

dropped

021-9999999999

CHASE 2000 POOL PARTICIPATION FOUNDATION FUND, L.P.

Private Equity Fund

$532,974

Nov 15, 2013

Mar 30, 2012

dropped

n/a

J.P. MORGAN 2002 POOL PARTICIPATION FUND (FOUNDATION), L.P.

Private Equity Fund

$507,339

Nov 15, 2013

Mar 30, 2012

dropped

n/a

CAIP CO-INVESTMENT FUND PARALLEL FUND (I) C.V.

Private Equity Fund

$414,766

May 18, 2018

Mar 30, 2012

reported

021-9999999999

CHASE 2000 POOL PARTICIPATION FUND, L.P.

Private Equity Fund

$321,006

Nov 15, 2013

Mar 30, 2012

dropped

n/a

J.P. MORGAN PARTNERS GLOBAL INVESTORS (SELLDOWN) II-A, L.P

Private Equity Fund

$277,366

May 18, 2018

Mar 30, 2012

reported

021-9999999999

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAPELLA, ANA

MANAGING DIRECTOR

yes

01/2011

Mar 30, 2012

May 18, 2018

FLANAGAN, BRIAN, P

Cfo

yes

02/2013

Apr 1, 2013

May 18, 2018

J.P. MORGAN CHASE & CO.

Shareholder

yes

10/2016

Mar 30, 2012

May 18, 2018

JPMORGAN CHASE HOLDINGS LLC

Shareholder

yes

10/2016

Mar 24, 2017

May 18, 2018

JPMP CAPITAL CORP.

MANAGING MEMBER

yes

01/2001

Mar 30, 2012

May 18, 2018

SMITH, RICHARD, WARREN

President

yes

01/2013

Apr 1, 2013

May 18, 2018

Sampson, Adyo, W

CHIEF COMPLIANCE OFFICER

05/2018

May 15, 2018

May 18, 2018

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

J.P. MORGAN INVESTMENT MANAGEMENT INC.

n/a

Asset manager

$3519B

yes

n/a

J.P. MORGAN PRIVATE INVESTMENTS INC.

n/a

Bd affiliated wealth

$470B

yes

n/a

J.P. MORGAN SECURITIES LLC

n/a

Wirehouse

$430B

yes

n/a

BEAR STEARNS ASSET MANAGEMENT INC.

n/a

No RAUM reported

yes

n/a

ASIA OPPORTUNITY COMPANY

n/a

yes

n/a

BGCP GP, LLC

n/a

yes

n/a

J.P. MORGAN PARTNERS (BHCA), L.P.

n/a

yes

n/a

JPMORGAN CHASE BANK N.A.

n/a

yes

JPMP CAPITAL CORP.

n/a

yes

n/a

JPMP GLOBAL INVESTORS, L.P.

n/a

yes

n/a

JPMP MASTER FUND MANAGER, L.P.

n/a

yes

n/a

OEP CO-INVESTORS MANAGEMENT II, LTD.

n/a

yes

n/a

OEP CO-INVESTORS MANAGEMENT III, LTD.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 27, 2018

$38.9M

$8.1M

2016

Mar 24, 2017

$252M

n/a

$33.4M

2015

Mar 28, 2016

$277M

n/a

$57.5M

2014

Mar 27, 2015

$676M

n/a

$365M

2013

Mar 21, 2014

$1.3B

n/a

$1.0B

2012

Apr 1, 2013

$1.3B

n/a

$1.0B

2011

Mar 30, 2012

$2.8B

n/a

$1.3B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$38.9M

$252M

-84.5%

$676M

-61.4%

n/a