Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / J• F•••••••• L••••••

J• F•••••••• L••••••

Buyout firmLower middle marketMumbai, Maharastraj•••.comSEC exempt reporting adviser

JM Financial is a leading diversified financial services group offering investment banking, capital markets, wealth & asset management, private markets, and affordable home loans.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.16bn Private Equity Fund GAV on the Form ADV filed 2024-10-17
Strategies
GROWTH EQUITY
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 4 of 4 distinct vehicles are sworn P•••••• Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Mar 28, 2018 to Oct 17, 2024
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$159Mreported gross assets (Form ADV), not fund size
All private fund GAV
$159Mevery private fund type, latest filing
2024 PE fund GAV
$159Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-10-17, latest gav Private Equity Fund $159M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
Employees
unknown
Headquarters
Mumbai, Maharastra, India
Office address
7TH FLOOR, CNERGY, APPASAHEB MARATHE MARG, PRABHADEVI, Mumbai, Maharastra, 400025
Business phone
+91 22 6630 3030
Stated criteria beside observed behaviour
8 observed deals
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
not stated or not yet read
Observed from deals on record
roles
unknown 8
period
to unknown, from unknown, undated holdings 8, dated observations 0
window
last unknown, first unknown
control
unknown 8
companies
8
geography
investments
8
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

8 companies on the graph (0 transactions); no dated observations

Funds
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
J• F•••••••• I•••• G••••• F••• I•• • S••••• o• J• F•••••••• I•••• G••••• T•••• I•••
ADV: P•••••• Equity Fund
Growth fund2022
first reported on Form ADV
$80.9M
as of Oct 17, 2024
no Form DEarly deployment
J• F•••••••• I•••• F••• I•
ADV: P•••••• Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$74.1M
as of Oct 17, 2024
no Form DUnknown
J• F•••••••• I•••• F•••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$2.9M
as of Oct 17, 2024
no Form DHarvest
J• F•••••••• I•••• F••• I••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$1.2M
as of Oct 17, 2024
no Form DHarvest
Team
12 current, 10 former
Principal (6)
10 former (kept with end dates)
Portfolio
8 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
a••••••••• d••• d•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
a••••••••• d•••••• c•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
a••••••••• H••• I•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
a••••••••• i•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
a••••••••• l••• a•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
a••••••••• s•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
a••••••••• T••• s••• d•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
a••••••••• T••• s••• i•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
9 relationships
Placement agents (9)
  • J• F•••••••• S••••••• L•••••• 4 shared · strong · last Jan 1, 2022
  • I•••• B••• L•••••• 2 shared · recurring · last Jan 1, 2018
  • J• F•••••••• S••••••• L•••••• •••••••• K•••• A• J• F•••••••• S••••••• P•••••• L••••••• 2 shared · recurring · last Jan 1, 2013
  • J• F•••••••• S••••••• P•••••• L•••••• 2 shared · recurring · last Jan 1, 2012
  • P••••••• C••••••••• S••••••• P•••••• L•••••• 1 shared · one time · last Jan 1, 2022
  • S•••••• C••••••••• 1 shared · one time · last Jan 1, 2018
  • P••••••• C••••••••• S••••••• P•••••• L•••••• 1 shared · one time · last Jan 1, 2018
  • A•••• M••••• 1 shared · one time · last Jan 1, 2019
  • A•••••• A••••••• 1 shared · one time · last Jan 1, 2020
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
6 most recent
  1. May 25, 2026
    JM Financial Asset Management Ltd. launches its 2nd ₹1000 Crore Credit Alternative Investment Fund (AIF)
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Apr 16, 2026
    JM Financial P•••••• Equity Leads INR 150 Crore Investment in NG Electro Products Pvt. Ltd.
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Feb 19, 2026
    JM Financial Asset Management Ltd. launches its first Rs 1500 Crore Pre-IPO Alternative Investment Fund (AIF)
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Apr 1, 2025
    JM Financial P•••••• Equity leads ~INR 500 mn Series A investment in The Bear House
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Jan 15, 2025
    JM Financial appoints Ankur Jhaveri as Managing Director & CEO, Institutional Equities
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. Mar 28, 2018
    J• F•••••••• L•••••• first filed Form ADV in the extract (ERA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)