DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM over $100B

J.P. MORGAN INVESTMENT MANAGEMENT INC.

CRD 107038

NEW YORK, NY

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Search this name across graphsid dfx:ria:8286774d-ff3a-ed74-2a51-d86d6881d77b

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 498
Dated events: 18
On other graphs: 5
Observed: Nov 30, 2011 to Aug 26, 2026
112 observations

Across DFX

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

Private Equityidentity

J.P. Morgan Investment Management Inc.

Private equity manager · shared crd

Independent Sponsorsidentity

J.P. Morgan Investment Management Inc.

Capital provider to sponsors · shared crd

Allocatorsidentity

J.P. Morgan Investment Management

Investment consultant · shared crd

Private Creditidentity

J.P. MORGAN INVESTMENT MANAGEMENT INC.

Private credit manager · shared crd

Real Estate Fundsidentity

J.P. Morgan Investment Management Inc.

Real estate fund manager · shared crd

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=0.77 institutional_share=0.14 related_bd=true related_bank=true bd_reps=843.0
Regulatory AUM: $3519BItem 5.F on the latest filing (2026-08-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3494B
Private client RAUM: $13BderivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 49
RAUM per advisor: $72Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3,194
Advisory employees: 2,260
Offices: 266Schedule D 1.F, beyond the principal office
Accounts: 132,150
Individual clients: 0
High net worth clients: 15
Private funds: 239Schedule D 7.B(1)
Custody, client assets: $100B
SEC number: 801-21011
CIK: 741611
CRD: 107038
Filings on the tape: 112
First filed: Nov 30, 2011
Latest filed: Aug 26, 2026
Organised: Corporation, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 49

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
THAD JOSEPH PASKELL	n/a	NEW YORK, NY	6	38	n/a	no
MICHAEL ROBERT MYERS	n/a	NEW YORK, NY	6	32	2	no
JOSHUA HENRY BRUNNER	n/a	NEW YORK, NY \| Columbus, OH	6	24	n/a	no
DAVID E SILBERMAN	n/a	NEW YORK, NY	6	37	n/a	no
STEPHEN ANDREW DEIBEL	n/a	NEW YORK, NY	6	38	n/a	no
ANDREW PARKER BRANDON	n/a	NEW YORK, NY	6	25	n/a	no
BENJAMIN MICHAEL PETRIE	n/a	NEW YORK, NY	6	24	1	no
JEFF ALLEN WHIPPLE	n/a	NEW YORK, NY	6	20	1	no
Anne Michelle Valladolid Hallam	n/a	NEW YORK, NY	6	27	n/a	no
Kris John Beachnau	n/a	NEW YORK, NY	6	28	n/a	no
Giridhar Devulapally	n/a	NEW YORK, NY	6	23	n/a	no
CURTIS ALAN WHITE	n/a	NEW YORK, NY \| New York, NY	5	32	1	no
MICHAEL ROBERT CAGGIA	n/a	NEW YORK, NY	5	24	n/a	no
Kevin Mortimer	n/a	NEW YORK, NY	5	26	n/a	no
Kiran Vinod Shah	n/a	NEW YORK, NY	5	21	n/a	no
Kathryn Brandon	n/a	NEW YORK, NY \| columbus, OH	5	21	n/a	no
Tara Lee Noto	n/a	NEW YORK, NY	5	20	n/a	no
Michelle Blakeman-Hindman	n/a	NEW YORK, NY \| Columbus, OH	5	21	n/a	no
Felise Kowlowitz	n/a	New York, NY \| NEW YORK, NY	5	22	n/a	no
JOSEPH D WILSON	n/a	NEW YORK, NY	5	21	n/a	no
Shujuan Susan Bao	n/a	New York, NY \| NEW YORK, NY	5	29	n/a	no
ALBERTO SANCHIS	n/a	Ciudad De Mexico \| NEW YORK, NY	5	17	n/a	no
Rajesh Tanna	n/a	NEW YORK, NY	5	15	n/a	no
JAMES F CARILLO	n/a	New York, NY	5	36	n/a	no
DAVID GEORGE WINKELRIED	n/a	New York, NY	5	33	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 347

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
IIF INT'L HOLDING SCSP	Other Private Fund	$20B	Nov 8, 2024	0	Mar 30, 2012	reported	n/a
IIF US HOLDING 2 LP	Other Private Fund	$18B	Nov 8, 2024	0	Mar 30, 2012	reported	n/a
GIM COMMERCIAL MORTGAGE LOAN PARTNERSHIP, L.P.	Other Private Fund	$4.6B	Nov 8, 2024	1	Jun 28, 2023	reported	n/a
IIF UK 1 LP	Other Private Fund	$4.5B	Nov 8, 2024	111	Mar 30, 2012	reported	021-322416
IIF UK 1 HEDGED LP	Other Private Fund	$4.3B	Nov 8, 2024	68	Mar 31, 2019	reported	021-322415
IIF LUXEMBOURG 1 SCSP	Other Private Fund	$4.3B	Nov 8, 2024	125	Mar 30, 2020	reported	021-339490
IIF HEDGED LP	Other Private Fund	$4.0B	Nov 8, 2024	111	Mar 31, 2019	reported	021-322414
IIF ERISA HEDGED LP	Other Private Fund	$2.9B	Nov 8, 2024	108	Mar 30, 2020	reported	021-330517
IIF CANADIAN 2 LP	Other Private Fund	$2.7B	Nov 8, 2024	49	Mar 30, 2012	reported	021-322407
IIF LP	Other Private Fund	$1.9B	Nov 8, 2024	188	Mar 30, 2012	reported	021-97596
PRIME LIQUIDITY FUND LLC	Liquidity Fund	$1.8B	Nov 8, 2024	41	Jan 13, 2017	reported	021-1675271
IIF LUXEMBOURG 1 HEDGED SCSP	Other Private Fund	$1.7B	Nov 8, 2024	58	Mar 30, 2020	reported	021-339488
IIF CAYMAN 1 HEDGED LTD	Other Private Fund	$1.5B	Nov 8, 2024	121	Mar 31, 2019	reported	021-322410
SMF GLOBAL LP	Real Estate Fund	$1.5B	Nov 8, 2024	3	Mar 30, 2012	reported	n/a
IIF CANADIAN 1 HEDGED LP	Other Private Fund	$1.4B	Nov 8, 2024	84	Mar 31, 2019	reported	021-322405
IIF CANADIAN 1 LP	Other Private Fund	$1.4B	Nov 8, 2024	40	Mar 30, 2012	reported	021-322406
PEG GLOBAL PRIVATE EQUITY X (HOLDING) L.P.	Other Private Fund	$1.4B	Nov 8, 2024	5	Mar 31, 2022	reported	021-1870122
U.S. REAL ESTATE INCOME AND GROWTH DOMESTIC, LP	Other Private Fund	$1.4B	Nov 8, 2024	217	Mar 30, 2012	reported	021-42481
PEG GLOBAL PRIVATE EQUITY XI (HOLDING) L.P.	Other Private Fund	$1.4B	Nov 8, 2024	5	Mar 31, 2023	reported	n/a
IIF US HOLDING LP	Other Private Fund	$1.3B	Mar 8, 2022	0	Mar 30, 2012	dropped	n/a
GLOBAL TRANSPORT INCOME FUND FEEDER LLC	Other Private Fund	$1.1B	Nov 8, 2024	9	Mar 31, 2019	reported	n/a
LYNSTONE SPECIAL SITUATIONS II	Hedge Fund	$992M	Nov 8, 2024	104	Feb 28, 2022	reported	n/a
IIF AUSTRALIAN 1 TRUST	Other Private Fund	$989M	Nov 8, 2024	21	Mar 30, 2016	reported	021-322404
GIM US CML FUND	Other Private Fund	$974M	Nov 8, 2024	1	Jun 28, 2023	reported	n/a
IIF CANADIAN 4 LP	Other Private Fund	$942M	Nov 8, 2024	4	Mar 30, 2016	reported	021-322409

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
DONOHUE, JOHN, THOMAS	DIRECTOR / PRESIDENT / CEO / HEAD OF GLOBAL LIQUIDITY	Na	yes	02/2015	Feb 27, 2015	Nov 8, 2024
DOWD, JOY, CATHERINE	Director	Na	yes	02/2015	Feb 27, 2015	Nov 8, 2024
GATCH, GEORGE, CROSBY WHITE	DIRECTOR/CHAIRMAN	Na	yes	06/2012	Nov 30, 2011	Nov 8, 2024
Hesse, Benjamin, A	DIRECTOR, CHIEF FINANCIAL OFFICER, TREASURER	Na	yes	05/2023	Jun 9, 2023	Nov 8, 2024
JPMORGAN ASSET MANAGEMENT HOLDINGS INC.	Shareholder	E	yes	10/2003	Nov 30, 2011	Nov 8, 2024
JPMORGAN CHASE & CO.	100% SHAREHOLDER	E	yes	09/2016	Nov 30, 2011	Nov 8, 2024
JPMORGAN CHASE HOLDINGS LLC	100% SHAREHOLDER	E	yes	04/2017	Apr 28, 2017	Nov 8, 2024
Laskowitz, Jedediah Isiah, M	DIRECTOR / HEAD OF GLOBAL PRIVATE MARKETS AND CUSTOMIZED SOLUTIONS	Na	yes	12/2019	Feb 27, 2015	Nov 8, 2024
Lisher, Andrea, L	DIRECTOR / HEAD OF AMERICAS, CLIENT	Na	yes	03/2021	Mar 31, 2021	Nov 8, 2024
MICHELE, ROBERT, CHARLES	DIRECTOR /HEAD OF GLOBAL FIXED INCOME, CURRENCY & COMMODITIES	Na	yes	02/2015	Feb 27, 2015	Nov 8, 2024
PIL, ANTON, CYRIEL	DIRECTOR / HEAD OF GLOBAL ALTERNATIVES	Na	yes	01/2017	Jan 13, 2017	Nov 8, 2024
POWELL, ANDREW, RICHARD	DIRECTOR / AM CAO / HEAD OF GLOBAL CLIENT SERVICE / SENIOR BUSINESS MANAGER	Na	yes	02/2015	Feb 27, 2015	Nov 8, 2024
QUINSEE, PAUL, ANTHONY	DIRECTOR/HEAD OF GLOBAL EQUITIES	Na	yes	03/2006	Nov 30, 2011	Nov 8, 2024
Bonanno, Peter, Victor	GENERAL COUNSEL, ASSET MANAGEMENT	Na	no	08/2019	Dec 17, 2021	Nov 8, 2024
Manghillis, Katherine, Gail	Secretary	Na	no	12/2021	Dec 17, 2021	Nov 8, 2024
Oliva, John, L	CHIEF COMPLIANCE OFFICER	Na	no	08/2020	Aug 28, 2020	Nov 8, 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; showing 40 of 56

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JPMORGAN ASSET MANAGEMENT (UK) LIMITED	n/a	Asset manager	$484B	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	NY
JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED	n/a	Asset manager	$170B	N	yes	n/a
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	n/a	Former SEC adviser	$86B	N	yes	n/a
JPMORGAN FUNDS LIMITED	n/a	Asset manager	$72B	N	yes	n/a
55I, LLC	n/a	Asset manager	$37B	N	yes	n/a
J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC.	n/a	Asset manager	$30B	N	yes	n/a
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.	n/a	Former SEC adviser	$14B	N	yes	n/a
HIGHBRIDGE CAPITAL MANAGEMENT, LLC	n/a	Asset manager	$7.6B	N	yes	n/a
SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED	n/a	Other adviser	$3.3B	N	yes	n/a
BEAR STEARNS ASSET MANAGEMENT INC.	n/a	No RAUM reported	$0	N	yes	n/a
522 FIFTH AVENUE CORPORATION	n/a	n/a	n/a	Y	yes	n/a
BEIJING EQUITY INVESTMENT DEVELOPMENT MANAGEMENT CO., LTD.	n/a	n/a	n/a	N	yes	n/a
DVCMM LLC	n/a	n/a	n/a	Y	yes	n/a
GOLDCOAST RE VENTURES 2, LLC	n/a	n/a	n/a	Y	yes	n/a
GOLDCOAST RE VENTURES LL-1, LLC	n/a	n/a	n/a	Y	yes	n/a
GOLDCOAST RE VENTURES LLC	n/a	n/a	n/a	Y	yes	n/a
J.P. MORGAN (SUISSE) SA	n/a	n/a	n/a	N	yes	n/a
J.P. MORGAN ASSET MANAGEMENT REAL ESTATE (FRANCE) SAS	n/a	n/a	n/a	N	yes	n/a
J.P. MORGAN G1 (GP) LIMITED	n/a	n/a	n/a	N	yes	n/a
J.P. MORGAN SE	n/a	n/a	n/a	N	yes	n/a
J.P. MORGAN TRUST COMPANY OF DELAWARE	n/a	n/a	n/a	N	yes	n/a
JMF IV CAYMAN SLP MANAGER CORP.	n/a	n/a	n/a	N	yes	n/a
JPMIM 4TH STREET GP LLC	n/a	n/a	n/a	Y	yes	n/a
JPMIM 4TH STREET INVESTOR LLC	n/a	n/a	n/a	Y	yes	n/a
JPMIM DEBT INVESTMENTS GP (US) LLC	n/a	n/a	n/a	Y	yes	n/a
JPMIM HBV MANAGER LLC	n/a	n/a	n/a	Y	yes	n/a
JPMIM MEZZ GP (US) LLC	n/a	n/a	n/a	Y	yes	n/a
JPMIM MEZZ INVESTOR (US) LLC	n/a	n/a	n/a	Y	yes	n/a
JPMIM NIAGARA CARRY II, LLC	n/a	n/a	n/a	Y	yes	n/a
JPMIM NIAGARA CARRY III, LLC	n/a	n/a	n/a	Y	yes	n/a
JPMIM NIAGARA CARRY IV, LLC	n/a	n/a	n/a	Y	yes	n/a
JPMIM NIAGARA CARRY, LLC	n/a	n/a	n/a	Y	yes	n/a
JPMIM REGENCY 1 CARRY, LLC	n/a	n/a	n/a	Y	yes	n/a
JPMIM RESIDENTIAL CARRY LLC	n/a	n/a	n/a	Y	yes	n/a
JPMIM RESIDENTIAL GP (US) LLC	n/a	n/a	n/a	Y	yes	n/a
JPMIM US RE QOZ GP 1, LLC	n/a	n/a	n/a	Y	yes	n/a
JPMIM US RE QOZ GP 2, LLC	n/a	n/a	n/a	Y	yes	n/a
JPMIM VAF 1 GP LLC	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
NEW YORK	NY	United States	1,203	yes
London	n/a	United Kingdom	222	no
Columbus	Oh	United States	216	yes
Chicago	IL	United States	63	no
JERSEY CITY	Nj	United States	55	yes
Indianapolis	In	United States	34	yes
LOS ANGELES	CA	United States	32	yes
Boston	Ma	United States	18	yes
SAN FRANCISCO	CA	United States	11	yes
Newark	De	United States	9	yes
Dallas	TX	United States	6	yes
Miami	FL	United States	2	no
Plano	TX	United States	2	no
WEST PALM BEACH	FL	United States	1	no
NEW YORK	NY	United States	1	no
Houston	TX	United States	1	no
Plano	TX	United States	1	no
Acworth	Ga	United States	0	no
Atlanta	Ga	United States	0	no
Shawnee	Ks	United States	0	no
JERSEY CITY	Nj	United States	0	no
Brooklyn	NY	United States	0	no
NEW YORK	NY	United States	0	no
Austin	TX	United States	0	no
Houston	TX	United States	0	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 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$3519B	$3494B	3,194	2,260	266	233	n/a
2024	Mar 31, 2025	$2985B	$2961B	3,186	2,143	272	208	n/a
2023	Mar 29, 2024	$2549B	$2526B	3,167	2,112	279	200	$122B
2022	Mar 31, 2023	$2012B	$1998B	3,116	2,070	262	185	$97B
2021	Mar 31, 2022	$2278B	$2269B	3,036	1,980	240	189	$80B
2020	Mar 31, 2021	$2012B	$2003B	2,965	599	68	159	$69B
2019	Mar 30, 2020	$1677B	$1667B	3,124	597	62	162	$55B
2018	Mar 31, 2019	$1401B	$1397B	3,082	733	62	159	$48B
2017	Mar 30, 2018	$1352B	$1348B	3,290	749	63	201	$43B
2016	Mar 31, 2017	$1228B	$1215B	3,161	744	n/a	196	$40B
2015	Mar 30, 2016	$1144B	$1130B	2,919	1,108	n/a	189	$33B
2014	Mar 26, 2015	$1149B	$1140B	2,751	1,090	n/a	163	$30B
2013	Mar 31, 2014	$1053B	$1045B	2,540	600	n/a	152	$26B
2012	Mar 28, 2013	$774B	$768B	1,977	508	n/a	131	$25B
2011	Mar 30, 2012	$707B	$703B	n/a	n/a	n/a	104	$22B

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

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	$3519B	$2985B	17.9%	$2012B	20.5%	3,194	3,186	266	272

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
J.P. MORGAN PRIVATE INVESTMENTS INC.	2	Feb 24, 2021	Mar 10, 2021	NEW YORK, NY	Team lift out	Other	40.0%

Relationships

showing 80 of 498

Affiliated with (23)

→ J.P. MORGAN INSTITUTIONAL INVESTMENTSRegistered adviserbroker-dealer, common control
factForm ADV
→ SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATEDRegistered adviserother investment adviser, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
→ J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ J.P. MORGAN PRIVATE INVESTMENTS INC.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ BEAR STEARNS ASSET MANAGEMENT INC.Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ HIGHBRIDGE CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ JPMORGAN ASSET MANAGEMENT (UK) LIMITEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ JPMORGAN FUNDS LIMITEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ JPMORGAN ALTERNATIVE ASSET MANAGEMENTRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
→ 55IPRegistered adviserother investment adviser, common control
factForm ADV
→ JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserother investment adviser, broker-dealer, trust company, LP sponsor, CPO/CTA, custodian, common control
factForm ADV
← J.P. MORGAN SECURITIES LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← JPMORGAN ALTERNATIVE ASSET MANAGEMENTRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← 55IPRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← J.P. MORGAN PRIVATE INVESTMENTS INC.Registered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← JPMORGAN FUNDS LIMITEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← JPMORGAN ASSET MANAGEMENT (UK) LIMITEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← BEAR STEARNS ASSET MANAGEMENT INC.Registered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← HIGHBRIDGE CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
← J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, LP sponsor, common control
factForm ADV

Registered with (4)

← Bruce BoyerAdvisorregistration: current employment
May 28, 2026 to presentfactForm ADV
← Ankit ParwalAdvisorregistration: current employment
Aug 19, 2025 to presentfactForm ADV
← Mischa PakhomoffAdvisorregistration: current employment
May 7, 2025 to presentfactForm ADV
← Adrian David HaerleAdvisorregistration: current employment
Apr 11, 2025 to presentfactForm ADV

Advises (53)

→ LYNSTONE CAPITAL OPPORTUNITIES FUND (NO.5) SCSPPrivate fundHedge Fund, IA
Nov 28, 2023 to presentfactForm ADV
→ PEG GLOBAL PRIVATE EQUITY INSTITUTIONAL INVESTORS VI LLCPrivate fundOther Private Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ JMF II CAYMAN SLP, L.P.Private fundReal Estate Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ PEG GLOBAL PRIVATE EQUITY VIII OFFSHORE SPECIAL L.P.Private fundOther Private Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ TEAMSTERS JOINT COUNCIL NO. 83 OF VIRGINIA PENSION FUND PRIVATE EQUITY FUND L.P.Private fundOther Private Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ PEG EUROPEAN DIRECT CORPORATE FINANCE INSTITUTIONAL INVESTORS V LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ PEG GLOBAL PRIVATE EQUITY VIII L.P.Private fundOther Private Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ PEG L GLOBAL PE SMA L.P.Private fundOther Private Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ PEG U.S. CORPORATE FINANCE VI SELECT L.P.Private fundOther Private Fund, IA
Mar 30, 2018 to presentfactForm ADV
→ PEG INDIA CO-INVESTMENT, L.P.Private fundOther Private Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ 270 LIFE SCIENCES PRIVATE CAPITAL FUND I LPPrivate fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ JMF IV CAYMAN SLP, L.P.Private fundReal Estate Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ BAYVIEW MARKET SQUARE LPPrivate fundReal Estate Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ PEG U.S. CORPORATE FINANCE VII OFFSHORE SPECIAL L.P.Private fundOther Private Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ GIM COMMERCIAL MORTGAGE LOAN PARTNERSHIP, L.P.Private fundOther Private Fund, IA
Jun 28, 2023 to presentfactForm ADV
→ SUNBELT RESIDENTIAL US FIV A L.P.Private fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ 270 GROWTH MASTER FUND I SCA-RAIFPrivate fundPrivate Equity Fund, IA
Jun 9, 2023 to presentfactForm ADV
→ PEG POOLED GLOBAL PRIVATE EQUITY INSTITUTIONAL INVESTORS V LLCPrivate fundOther Private Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ IIF HEDGED LPPrivate fundOther Private Fund, IA
Mar 31, 2019 to presentfactForm ADV
→ CMDB IIPrivate fundOther Private Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ COURIER PRIVATE EQUITY FUND L.P.Private fundOther Private Fund, IA
Mar 31, 2019 to presentfactForm ADV
→ U.S. REAL ESTATE INCOME AND GROWTH INVESTMENT CORP. (CAYMAN)Private fundOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ TAHOE PRIVATE EQUITY FUND L.P.Private fundOther Private Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ KP VALUE ADDED FUND 1, LPPrivate fundReal Estate Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ IIF CANADIAN 1 LPPrivate fundOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ PEG SECONDARY PORTFOLIO SCSP SICAV-RAIFPrivate fundOther Private Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ PENINSULA PRIVATE EQUITY FUND L.P.Private fundOther Private Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ UISIF PRIVATE EQUITY FUND L.P.Private fundOther Private Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ 2018 PRIVATE EQUITY FUND L.P.Private fundOther Private Fund, IA
Mar 31, 2019 to presentfactForm ADV
→ AARP INNOVATION FUND L.P.Private fundOther Private Fund, IA
Mar 30, 2016 to presentfactForm ADV
and 23 more

Dated events

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

Occurred
May 13, 2025
Advisor changed firm
Christopher Musbach left J.P. Morgan Investment Management Inc. for Ubs Financial Services Inc. (registered 2025-07-02)
Form ADVobserved 6 days ago
Occurred
Jun 5, 2024
Advisor changed firm
Jason Michael Alonzo left J.P. Morgan Investment Management Inc. for Bouchey Financial Group Ltd (registered 2021-12-02)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2024
Regulatory AUM changed
J.P. Morgan Investment Management Inc. reported RAUM $2.5T, up 27% from $2.0T (2023-11-28 to 2024-03-29)
Form ADVobserved 6 days ago
$537.1B
Occurred
Jun 9, 2023
Control person left
Michael Craig Sullivan (Director / Treasurer / Cfo) no longer on Schedule A of J.P. Morgan Investment Management Inc. (listed 2023-03-31, absent 2023-06-09)
Form ADVobserved 6 days ago
Occurred
Jun 9, 2023
Control person joined
A Benjamin Hesse (Director, Chief Financial Officer, Treasurer) appeared on Schedule A of J.P. Morgan Investment Management Inc.
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person left
Alan Michael Camacho (Director / Global Head Of Investment Platform / Managing Director) no longer on Schedule A of J.P. Morgan Investment Management Inc. (listed 2021-01-07, absent 2021-03-31)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person joined
L Andrea Lisher (Head Of Americas, Client) appeared on Schedule A of J.P. Morgan Investment Management Inc.
Form ADVobserved 6 days ago
Occurred
Dec 4, 2020
Control person left
Mark Lawrence Unrein (Director/Head Of Global Private Equity / Managing Director) no longer on Schedule A of J.P. Morgan Investment Management Inc. (listed 2020-11-09, absent 2020-12-04)
Form ADVobserved 6 days ago
Occurred
Oct 23, 2020
Control person left
John Michael O'Brien (Director / Managing Director) no longer on Schedule A of J.P. Morgan Investment Management Inc. (listed 2020-08-28, absent 2020-10-23)
Form ADVobserved 6 days ago
Occurred
Feb 26, 2020
Control person joined
Michael Craig Sullivan (Director / Treasurer / Cfo / Managing Director) appeared on Schedule A of J.P. Morgan Investment Management Inc.
Form ADVobserved 6 days ago
Occurred
Feb 26, 2020
Control person joined
Isiah Michael Jedediah Laskowitz (Head Of Asset Management Solutions / Managing Director) appeared on Schedule A of J.P. Morgan Investment Management Inc.
Form ADVobserved 6 days ago
Occurred
Feb 26, 2020
Control person left
Ann Megan Mcclellan (Director/ Treasurer/ Cfo/ Managing Director) no longer on Schedule A of J.P. Morgan Investment Management Inc. (listed 2020-02-25, absent 2020-02-26)
Form ADVobserved 6 days ago

Show 6 bookkeeping events

Occurred
Mar 31, 2026
J.P. Morgan Investment Management Inc. reported 266 offices beyond its principal office, down from 272 (2026-01-23 to 2026-03-31)
Occurred
Mar 31, 2025
J.P. Morgan Investment Management Inc. reported 272 offices beyond its principal office, down from 279 (2024-11-08 to 2025-03-31)
Occurred
Mar 29, 2024
J.P. Morgan Investment Management Inc. reported 279 offices beyond its principal office, up from 262 (2023-11-28 to 2024-03-29)
Occurred
Mar 31, 2023
J.P. Morgan Investment Management Inc. reported 262 offices beyond its principal office, up from 240 (2023-01-19 to 2023-03-31)
Occurred
Mar 31, 2022
J.P. Morgan Investment Management Inc. reported 240 offices beyond its principal office, up from 68 (2022-03-08 to 2022-03-31)
Occurred
Mar 31, 2021
J.P. Morgan Investment Management Inc. reported 68 offices beyond its principal office, up from 62 (2021-01-07 to 2021-03-31)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8286774d-ff3a-ed74-2a51-d86d6881d77b
First observed: Nov 30, 2011
Last observed: Aug 26, 2026 26 days 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.

J.P. MORGAN INVESTMENT MANAGEMENT INC.

CRD 107038

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:8286774d-ff3a-ed74-2a51-d86d6881d77b

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:22 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

THAD JOSEPH PASKELL

n/a

NEW YORK, NY

n/a

MICHAEL ROBERT MYERS

n/a

NEW YORK, NY

JOSHUA HENRY BRUNNER

n/a

NEW YORK, NY | Columbus, OH

n/a

DAVID E SILBERMAN

n/a

NEW YORK, NY

n/a

STEPHEN ANDREW DEIBEL

n/a

NEW YORK, NY

n/a

ANDREW PARKER BRANDON

n/a

NEW YORK, NY

n/a

BENJAMIN MICHAEL PETRIE

n/a

NEW YORK, NY

JEFF ALLEN WHIPPLE

n/a

NEW YORK, NY

Anne Michelle Valladolid Hallam

n/a

NEW YORK, NY

n/a

Kris John Beachnau

n/a

NEW YORK, NY

n/a

Giridhar Devulapally

n/a

NEW YORK, NY

n/a

CURTIS ALAN WHITE

n/a

NEW YORK, NY | New York, NY

MICHAEL ROBERT CAGGIA

n/a

NEW YORK, NY

n/a

Kevin Mortimer

n/a

NEW YORK, NY

n/a

Kiran Vinod Shah

n/a

NEW YORK, NY

n/a

Kathryn Brandon

n/a

NEW YORK, NY | columbus, OH

n/a

Tara Lee Noto

n/a

NEW YORK, NY

n/a

Michelle Blakeman-Hindman

n/a

NEW YORK, NY | Columbus, OH

n/a

Felise Kowlowitz

n/a

New York, NY | NEW YORK, NY

n/a

JOSEPH D WILSON

n/a

NEW YORK, NY

n/a

Shujuan Susan Bao

n/a

New York, NY | NEW YORK, NY

n/a

ALBERTO SANCHIS

n/a

Ciudad De Mexico | NEW YORK, NY

n/a

Rajesh Tanna

n/a

NEW YORK, NY

n/a

JAMES F CARILLO

n/a

New York, NY

n/a

DAVID GEORGE WINKELRIED

n/a

New York, NY

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

IIF INT'L HOLDING SCSP

Other Private Fund

$20B

Nov 8, 2024

Mar 30, 2012

reported

n/a

IIF US HOLDING 2 LP

Other Private Fund

$18B

Nov 8, 2024

Mar 30, 2012

reported

n/a

GIM COMMERCIAL MORTGAGE LOAN PARTNERSHIP, L.P.

Other Private Fund

$4.6B

Nov 8, 2024

Jun 28, 2023

reported

n/a

IIF UK 1 LP

Other Private Fund

$4.5B

Nov 8, 2024

111

Mar 30, 2012

reported

021-322416

IIF UK 1 HEDGED LP

Other Private Fund

$4.3B

Nov 8, 2024

Mar 31, 2019

reported

021-322415

IIF LUXEMBOURG 1 SCSP

Other Private Fund

$4.3B

Nov 8, 2024

125

Mar 30, 2020

reported

021-339490

IIF HEDGED LP

Other Private Fund

$4.0B

Nov 8, 2024

111

Mar 31, 2019

reported

021-322414

IIF ERISA HEDGED LP

Other Private Fund

$2.9B

Nov 8, 2024

108

Mar 30, 2020

reported

021-330517

IIF CANADIAN 2 LP

Other Private Fund

$2.7B

Nov 8, 2024

Mar 30, 2012

reported

021-322407

IIF LP

Other Private Fund

$1.9B

Nov 8, 2024

188

Mar 30, 2012

reported

021-97596

PRIME LIQUIDITY FUND LLC

Liquidity Fund

$1.8B

Nov 8, 2024

Jan 13, 2017

reported

021-1675271

IIF LUXEMBOURG 1 HEDGED SCSP

Other Private Fund

$1.7B

Nov 8, 2024

Mar 30, 2020

reported

021-339488

IIF CAYMAN 1 HEDGED LTD

Other Private Fund

$1.5B

Nov 8, 2024

121

Mar 31, 2019

reported

021-322410

SMF GLOBAL LP

Real Estate Fund

$1.5B

Nov 8, 2024

Mar 30, 2012

reported

n/a

IIF CANADIAN 1 HEDGED LP

Other Private Fund

$1.4B

Nov 8, 2024

Mar 31, 2019

reported

021-322405

IIF CANADIAN 1 LP

Other Private Fund

$1.4B

Nov 8, 2024

Mar 30, 2012

reported

021-322406

PEG GLOBAL PRIVATE EQUITY X (HOLDING) L.P.

Other Private Fund

$1.4B

Nov 8, 2024

Mar 31, 2022

reported

021-1870122

U.S. REAL ESTATE INCOME AND GROWTH DOMESTIC, LP

Other Private Fund

$1.4B

Nov 8, 2024

217

Mar 30, 2012

reported

021-42481

PEG GLOBAL PRIVATE EQUITY XI (HOLDING) L.P.

Other Private Fund

$1.4B

Nov 8, 2024

Mar 31, 2023

reported

n/a

IIF US HOLDING LP

Other Private Fund

$1.3B

Mar 8, 2022

Mar 30, 2012

dropped

n/a

GLOBAL TRANSPORT INCOME FUND FEEDER LLC

Other Private Fund

$1.1B

Nov 8, 2024

Mar 31, 2019

reported

n/a

LYNSTONE SPECIAL SITUATIONS II

Hedge Fund

$992M

Nov 8, 2024

104

Feb 28, 2022

reported

n/a

IIF AUSTRALIAN 1 TRUST

Other Private Fund

$989M

Nov 8, 2024

Mar 30, 2016

reported

021-322404

GIM US CML FUND

Other Private Fund

$974M

Nov 8, 2024

Jun 28, 2023

reported

n/a

IIF CANADIAN 4 LP

Other Private Fund

$942M

Nov 8, 2024

Mar 30, 2016

reported

021-322409

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DONOHUE, JOHN, THOMAS

DIRECTOR / PRESIDENT / CEO / HEAD OF GLOBAL LIQUIDITY

yes

02/2015

Feb 27, 2015

Nov 8, 2024

DOWD, JOY, CATHERINE

Director

yes

02/2015

Feb 27, 2015

Nov 8, 2024

GATCH, GEORGE, CROSBY WHITE

DIRECTOR/CHAIRMAN

yes

06/2012

Nov 30, 2011

Nov 8, 2024

Hesse, Benjamin, A

DIRECTOR, CHIEF FINANCIAL OFFICER, TREASURER

yes

05/2023

Jun 9, 2023

Nov 8, 2024

JPMORGAN ASSET MANAGEMENT HOLDINGS INC.

Shareholder

yes

10/2003

Nov 30, 2011

Nov 8, 2024

JPMORGAN CHASE & CO.

100% SHAREHOLDER

yes

09/2016

Nov 30, 2011

Nov 8, 2024

JPMORGAN CHASE HOLDINGS LLC

100% SHAREHOLDER

yes

04/2017

Apr 28, 2017

Nov 8, 2024

Laskowitz, Jedediah Isiah, M

DIRECTOR / HEAD OF GLOBAL PRIVATE MARKETS AND CUSTOMIZED SOLUTIONS

yes

12/2019

Feb 27, 2015

Nov 8, 2024

Lisher, Andrea, L

DIRECTOR / HEAD OF AMERICAS, CLIENT

yes

03/2021

Mar 31, 2021

Nov 8, 2024

MICHELE, ROBERT, CHARLES

DIRECTOR /HEAD OF GLOBAL FIXED INCOME, CURRENCY & COMMODITIES

yes

02/2015

Feb 27, 2015

Nov 8, 2024

PIL, ANTON, CYRIEL

DIRECTOR / HEAD OF GLOBAL ALTERNATIVES

yes

01/2017

Jan 13, 2017

Nov 8, 2024

POWELL, ANDREW, RICHARD

DIRECTOR / AM CAO / HEAD OF GLOBAL CLIENT SERVICE / SENIOR BUSINESS MANAGER

yes

02/2015

Feb 27, 2015

Nov 8, 2024

QUINSEE, PAUL, ANTHONY

DIRECTOR/HEAD OF GLOBAL EQUITIES

yes

03/2006

Nov 30, 2011

Nov 8, 2024

Bonanno, Peter, Victor

GENERAL COUNSEL, ASSET MANAGEMENT

08/2019

Dec 17, 2021

Nov 8, 2024

Manghillis, Katherine, Gail

Secretary

12/2021

Dec 17, 2021

Nov 8, 2024

Oliva, John, L

CHIEF COMPLIANCE OFFICER

08/2020

Aug 28, 2020

Nov 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JPMORGAN ASSET MANAGEMENT (UK) LIMITED

n/a

Asset manager

$484B

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

JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED

n/a

Asset manager

$170B

yes

n/a

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

n/a

Former SEC adviser

$86B

yes

n/a

JPMORGAN FUNDS LIMITED

n/a

Asset manager

$72B

yes

n/a

55I, LLC

n/a

Asset manager

$37B

yes

n/a

J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC.

n/a

Asset manager

$30B

yes

n/a

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

n/a

Former SEC adviser

$14B

yes

n/a

HIGHBRIDGE CAPITAL MANAGEMENT, LLC

n/a

Asset manager

$7.6B

yes

n/a

SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED

n/a

Other adviser

$3.3B

yes

n/a

BEAR STEARNS ASSET MANAGEMENT INC.

n/a

No RAUM reported

yes

n/a

522 FIFTH AVENUE CORPORATION

n/a

yes

n/a

BEIJING EQUITY INVESTMENT DEVELOPMENT MANAGEMENT CO., LTD.

n/a

yes

n/a

DVCMM LLC

n/a

yes

n/a

GOLDCOAST RE VENTURES 2, LLC

n/a

yes

n/a

GOLDCOAST RE VENTURES LL-1, LLC

n/a

yes

n/a

GOLDCOAST RE VENTURES LLC

n/a

yes

n/a

J.P. MORGAN (SUISSE) SA

n/a

yes

n/a

J.P. MORGAN ASSET MANAGEMENT REAL ESTATE (FRANCE) SAS

n/a

yes

n/a

J.P. MORGAN G1 (GP) LIMITED

n/a

yes

n/a

J.P. MORGAN SE

n/a

yes

n/a

J.P. MORGAN TRUST COMPANY OF DELAWARE

n/a

yes

n/a

JMF IV CAYMAN SLP MANAGER CORP.

n/a

yes

n/a

JPMIM 4TH STREET GP LLC

n/a

yes

n/a

JPMIM 4TH STREET INVESTOR LLC

n/a

yes

n/a

JPMIM DEBT INVESTMENTS GP (US) LLC

n/a

yes

n/a

JPMIM HBV MANAGER LLC

n/a

yes

n/a

JPMIM MEZZ GP (US) LLC

n/a

yes

n/a

JPMIM MEZZ INVESTOR (US) LLC

n/a

yes

n/a

JPMIM NIAGARA CARRY II, LLC

n/a

yes

n/a

JPMIM NIAGARA CARRY III, LLC

n/a

yes

n/a

JPMIM NIAGARA CARRY IV, LLC

n/a

yes

n/a

JPMIM NIAGARA CARRY, LLC

n/a

yes

n/a

JPMIM REGENCY 1 CARRY, LLC

n/a

yes

n/a

JPMIM RESIDENTIAL CARRY LLC

n/a

yes

n/a

JPMIM RESIDENTIAL GP (US) LLC

n/a

yes

n/a

JPMIM US RE QOZ GP 1, LLC

n/a

yes

n/a

JPMIM US RE QOZ GP 2, LLC

n/a

yes

n/a

JPMIM VAF 1 GP LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

1,203

yes

London

n/a

United Kingdom

222

Columbus

United States

216

yes

Chicago

United States

JERSEY CITY

United States

yes

Indianapolis

United States

yes

LOS ANGELES

United States

yes

Boston

United States

yes

SAN FRANCISCO

United States

yes

Newark

United States

yes

Dallas

United States

yes

Miami

United States

Plano

United States

WEST PALM BEACH

United States

NEW YORK

United States

Houston

United States

Plano

United States

Acworth

United States

Atlanta

United States

Shawnee

United States

JERSEY CITY

United States

Brooklyn

United States

NEW YORK

United States

Austin

United States

Houston

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$3519B

$3494B

3,194

2,260

266

233

n/a

2024

Mar 31, 2025

$2985B

$2961B

3,186

2,143

272

208

n/a

2023

Mar 29, 2024

$2549B

$2526B

3,167

2,112

279

200

$122B

2022

Mar 31, 2023

$2012B

$1998B

3,116

2,070

262

185

$97B

2021

Mar 31, 2022

$2278B

$2269B

3,036

1,980

240

189

$80B

2020

Mar 31, 2021

$2012B

$2003B

2,965

599

159

$69B

2019

Mar 30, 2020

$1677B

$1667B

3,124

597

162

$55B

2018

Mar 31, 2019

$1401B

$1397B

3,082

733

159

$48B

2017

Mar 30, 2018

$1352B

$1348B

3,290

749

201

$43B

2016

Mar 31, 2017

$1228B

$1215B

3,161

744

n/a

196

$40B

2015

Mar 30, 2016

$1144B

$1130B

2,919

1,108

n/a

189

$33B

2014

Mar 26, 2015

$1149B

$1140B

2,751

1,090

n/a

163

$30B

2013

Mar 31, 2014

$1053B

$1045B

2,540

600

n/a

152

$26B

2012

Mar 28, 2013

$774B

$768B

1,977

508

n/a

131

$25B

2011

Mar 30, 2012

$707B

$703B

n/a

104

$22B

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3519B

$2985B

17.9%

$2012B

20.5%

3,194

3,186

266

272

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

J.P. MORGAN PRIVATE INVESTMENTS INC.

Feb 24, 2021

Mar 10, 2021

NEW YORK, NY

Team lift out

Other

40.0%