DFX Intelligence
Private Equity Intelligence
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.
Firms / J.P. Morgan Investment Management Inc.
J.P. Morgan Investment Management Inc.
Classification
- Class
- Fund of fundscandidate, confidence 55%
- Basis
- R1: 62 of 106 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
- Size band
- Middle marketdefined by: proxy: $2.47bn Private Equity Fund GAV on the Form ADV filed 2024-11-08
- Strategies
- GROWTH EQUITY, INFRASTRUCTURE, PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Fund of funds (candidate, 55%, cls-pe-1)R1: 62 of 106 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 30, 2011 to Nov 8, 2024
- RAUM
- $2549Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 13
- PE fund GAV, latest filing
- $2.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $122Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.5Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 14%
- Fund type mix
- filed 2024-11-08, latest gav Hedge Fund $2.1B, Liquidity Fund $1.8B, Real Estate Fund $5.6B, Other Private Fund $110B, Private Equity Fund $2.5B, latest counts Hedge Fund 9, Liquidity Fund 1, Real Estate Fund 31, Other Private Fund 147, Private Equity Fund 13, lifetime distinct Hedge Fund 35, Liquidity Fund 1, Real Estate Fund 98, Other Private Fund 175, Private Equity Fund 49
- Employees
- 3,167
- Headquarters
- New York, NY
- Office address
- 383 MADISON AVENUE, New York, NY, 10179-0001
- Business phone
- (800) 343-1113
Stated criteria beside observed behaviour
no observed deals yet
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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
106 on record, 2 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| PEG A Crypto Fund L.P. | buyout or unlabelled | 2026 Form D first sale | unknown | no reporting | $10.0M | Fundraising |
| PEG Co-Invest Aggregator 2026 L.P. | Co-investment vehicle | 2026 Form D first sale | unknown | no reporting | $468M | Fundraising |
| PEG Aggregator 2026 L.P. | buyout or unlabelled | 2026 Form D first sale | unknown | no reporting | $317M | Fundraising |
| PEG U.S. Small-Mid Market Buyouts Fund VIII L.P. | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $117M | Fundraising |
| PEG U.S. Small-Mid Market Buyouts Fund VIII Offshore Special L.P. | Feeder or parallel | 2025 Form D first sale | unknown | no reporting | $21.0M | Fundraising |
| 270 Growth Fund I LP ADV: Private Equity Fund | Growth fund | 2024 first reported on Form ADV | $418M as of Nov 8, 2024 | no Form D | Unknown | |
| 270 Growth Fund I (lux) Scsp-Raif ADV: Private Equity Fund | Growth fund | 2024 first reported on Form ADV | $381M as of Nov 8, 2024 | no Form D | Unknown | |
| 270 Life Sciences Private Capital Master Fund I Sca-Raif ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $267M as of Nov 8, 2024 | no Form D | Unknown | |
| 270 Life Sciences Private Capital Fund I LP ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $165M as of Nov 8, 2024 | no Form D | Unknown | |
| 270 Life Sciences Private Capital Fund I (lux) Scsp-Raif ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $121M as of Nov 8, 2024 | no Form D | Unknown | |
| PEG Secondary Portfolio SCSp SICAV-RAIF | Secondaries fund | 2024 Form D first sale | unknown | no reporting | $221M | Fundraising |
| PEG Secondary Portfolio L.P. | Secondaries fund | 2024 Form D first sale | unknown | no reporting | $379M | Fundraising |
| PEG Secondary Portfolio (Holding) L.P. | Secondaries fund | 2024 Form D first sale | unknown | no reporting | $606M | Fundraising |
| 270 Growth Master Fund I Sca-Raif ADV: Private Equity Fund | Growth fund | 2023 first reported on Form ADV | $819M as of Nov 8, 2024 | no Form D | Unknown | |
| 270 Growth Partners I Spv, LP ADV: Private Equity Fund | Growth fund | 2023 first reported on Form ADV | $0 as of Nov 8, 2024 | no Form D | Unknown | |
| PEG Co-Investment Fund L.P. ADV: Other Private Fund | Co-investment vehicle | 2021 first reported on Form ADV | $808M as of Nov 8, 2024 | no Form D | Unknown | |
| PEG Direct Global Private Equity Viii L.P. ADV: Other Private Fund | Buyout fund | 2020 first reported on Form ADV | $422M as of Nov 8, 2024 | no Form D | Active deployment | |
| PEG Direct Global Private Equity Ix L.P. ADV: Other Private Fund | Buyout fund | 2020 first reported on Form ADV | $388M as of Nov 8, 2024 | no Form D | Active deployment | |
| Tahoe Private Equity Fund II L.P. ADV: Other Private Fund | Buyout fund | 2020 first reported on Form ADV | $178M as of Nov 8, 2024 | no Form D | Mature | |
| Courier Private Equity Fund L.P. ADV: Other Private Fund | Buyout fund | 2019 first reported on Form ADV | $669M as of Nov 8, 2024 | no Form D | Active deployment | |
| Florida Sunshine State Fund L.P. ADV: Other Private Fund | buyout or unlabelled | 2019 first reported on Form ADV | $441M as of Nov 8, 2024 | no Form D | Mature | |
| Courier Feeder Fund L.P. ADV: Other Private Fund | Feeder or parallel | 2019 first reported on Form ADV | $137M as of Nov 8, 2024 | no Form D | Mature | |
| 2018 Private Equity Fund L.P. ADV: Other Private Fund | Buyout fund | 2018 year in the fund name | $168M as of Nov 8, 2024 | no Form D | Mature | |
| PEG Ho Private Equity Fund L.P. ADV: Other Private Fund | Buyout fund | 2017 first reported on Form ADV | $452M as of Nov 8, 2024 | no Form D | Mature | |
| Peninsula Private Equity Fund L.P. ADV: Other Private Fund | Buyout fund | 2017 first reported on Form ADV | $136M as of Nov 8, 2024 | no Form D | Unknown | |
| PEG Direct Global Private Equity Institutional Investors VI LLC ADV: Other Private Fund | Fund of funds | 2017 first reported on Form ADV | $102M as of Nov 8, 2024 | no Form D | Harvest | |
| PEG Global Private Equity Institutional Investors VI LLC ADV: Other Private Fund | Fund of funds | 2017 first reported on Form ADV | $73.6M as of Nov 8, 2024 | no Form D | Harvest | |
| PEG Fd LLC ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $125 as of Jan 7, 2021 | no Form D | Wound down | |
| PEG Pooled Global Private Equity Institutional Investors V LLC ADV: Other Private Fund | Fund of funds | 2016 first reported on Form ADV | $326M as of Nov 8, 2024 | no Form D | Harvest | |
| PEG U.S. Pooled Corporate Finance Institutional Investors V LLC ADV: Other Private Fund | Fund of funds | 2016 first reported on Form ADV | $261M as of Nov 8, 2024 | no Form D | Mature | |
| PEG Pooled Venture Capital Institutional Investors V LLC ADV: Other Private Fund | Fund of funds | 2016 first reported on Form ADV | $222M as of Nov 8, 2024 | no Form D | Harvest | |
| Teamsters Joint Council No. 83 of Virginia Pension Fund Private Equity Fund L.P ADV: Other Private Fund | Fund of funds | 2016 first reported on Form ADV | $148M as of Nov 8, 2024 | no Form D | Unknown | |
| Tahoe Private Equity Fund L.P. ADV: Other Private Fund | Fund of funds | 2016 first reported on Form ADV | $140M as of Nov 8, 2024 | no Form D | Mature | |
| PEG European Pooled Corporate Finance Institutional Investors V LLC ADV: Other Private Fund | Fund of funds | 2016 first reported on Form ADV | $50.2M as of Nov 8, 2024 | no Form D | Unknown | |
| Cmdb II ADV: Other Private Fund | buyout or unlabelled | 2016 first reported on Form ADV | $45.8M as of Nov 8, 2024 | no Form D | Harvest | |
| Cmdb I ADV: Other Private Fund | Fund of funds | 2016 first reported on Form ADV | $44.9M as of Nov 8, 2024 | no Form D | Harvest | |
| PEG U.S. Direct Corporate Finance Institutional Investors V LLC ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $36.9M as of Nov 8, 2024 | no Form D | Harvest | |
| PEG Secondary Private Equity Investors II Aiv L.P. ADV: Other Private Fund | Fund of funds | 2016 first reported on Form ADV | $29.7M as of Nov 8, 2024 | no Form D | Harvest | |
| Aarp Innovation Fund L.P. ADV: Other Private Fund | Fund of funds | 2016 first reported on Form ADV | $27.0M as of Nov 8, 2024 | no Form D | Harvest | |
| PEG Direct Global Private Equity Institutional Investors V LLC ADV: Other Private Fund | Buyout fund | 2016 first reported on Form ADV | $16.2M as of Nov 8, 2024 | no Form D | Harvest | |
| PEG Direct Venture Capital Institutional Investors V LLC ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $11.4M as of Nov 8, 2024 | no Form D | Harvest | |
| PEG India Co-Investment, L.P. ADV: Other Private Fund | Fund of funds | 2016 first reported on Form ADV | $10.8M as of Nov 8, 2024 | no Form D | Harvest | |
| PEG European Direct Corporate Finance Institutional Investors V LLC ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $4.1M as of Nov 8, 2024 | no Form D | Harvest | |
| PEG Wework LLC ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $0 as of Nov 28, 2023 | no Form D | Wound down | |
| PEG Mz 2016 L.P. ADV: Private Equity Fund | buyout or unlabelled | 2016 year in the fund name | $0 as of Jan 19, 2023 | no Form D | Wound down | |
| J.P. Morgan Global Maritime Investment Fund LP ADV: Other Private Fund | buyout or unlabelled | 2015 first reported on Form ADV | $548M as of Feb 13, 2020 | no Form D | Mature | |
| J.P. Morgan Digital Growth Fund II, L.P. ADV: Private Equity Fund | Growth fund | 2015 first reported on Form ADV | $225M as of Nov 8, 2024 | no Form D | Harvest | |
| Villanova Private Assets Fund L.P. ADV: Other Private Fund | buyout or unlabelled | 2015 first reported on Form ADV | $102M as of Nov 8, 2024 | no Form D | Harvest | |
| J.P. Morgan U.S. Corporate Finance Institutional Offshore Investors V LP ADV: Other Private Fund | Feeder or parallel | 2015 first reported on Form ADV | $79.5M as of Nov 8, 2024 | no Form D | Harvest | |
| Global Private Equity Institutional Investors V Offshore Special L.P. ADV: Other Private Fund | Fund of funds | 2015 first reported on Form ADV | $39.9M as of Nov 8, 2024 | no Form D | Harvest | |
| J.P. Morgan Global Maritime Investment Fund Intermediate LP ADV: Other Private Fund | Feeder or parallel | 2015 first reported on Form ADV | $13.1M as of Feb 13, 2020 | no Form D | Harvest | |
| J.P. Morgan Venture Capital Institutional Investors V LLC ADV: Other Private Fund | Fund of funds | 2015 first reported on Form ADV | $11.2M as of Nov 8, 2024 | no Form D | Unknown | |
| J.P. Morgan Global Maritime Investment Fund Feeder, LLC ADV: Other Private Fund | Feeder or parallel | 2015 first reported on Form ADV | $3.2M as of Nov 8, 2024 | no Form D | Harvest | |
| Digital Growth Co-Investment 2, L.P. ADV: Private Equity Fund | Co-investment vehicle | 2015 first reported on Form ADV | $57 as of Nov 28, 2023 | no Form D | Wound down | |
| J.P. Morgan Asian Infrastructure & Related Resources Opportunity Fund II Uk, LP ADV: Private Equity Fund | Infrastructure fund | 2014 first reported on Form ADV | $69.3M as of Feb 10, 2017 | no Form D | Wound down | |
| J.P. Morgan Global Private Equity Institutional Investors V ADV: Other Private Fund | Fund of funds | 2014 first reported on Form ADV | $36.8M as of Nov 8, 2024 | no Form D | Harvest | |
| J.P. Morgan U.S. Corporate Finance Institutional Investors V ADV: Other Private Fund | Fund of funds | 2014 first reported on Form ADV | $36.0M as of Nov 8, 2024 | no Form D | Unknown | |
| J.P. Morgan Asian Infrastructure & Related Resources Opportunity Fund II Cayman Corp. ADV: Private Equity Fund | Infrastructure fund | 2014 first reported on Form ADV | $22.6M as of Dec 6, 2018 | no Form D | Wound down | |
| J.P. Morgan European Corporate Finance Institutional Investors V ADV: Other Private Fund | Fund of funds | 2014 first reported on Form ADV | $19.8M as of Nov 8, 2024 | no Form D | Harvest | |
| J.P. Morgan Asian Infrastructure & Related Resources Opportunity Fund II Cayman Ss, LP ADV: Private Equity Fund | Infrastructure fund | 2014 first reported on Form ADV | $2.9M as of Dec 6, 2018 | no Form D | Wound down | |
| J.P. Morgan Asian Infrastructure & Related Resources Opportunity Fund II US, LP ADV: Private Equity Fund | Infrastructure fund | 2014 first reported on Form ADV | $40,305 as of Dec 6, 2018 | no Form D | Wound down | |
| Private Equity Intermediate Cayman L.P. ADV: Other Private Fund | Fund of funds | 2013 first reported on Form ADV | $420M as of Nov 8, 2024 | no Form D | Harvest | |
| J.P. Morgan Secondary Private Equity Investors II L.P. ADV: Other Private Fund | Fund of funds | 2013 first reported on Form ADV | $219M as of Nov 8, 2024 | no Form D | Harvest | |
| J.P. Morgan China Private Investors LLC ADV: Other Private Fund | Fund of funds | 2013 first reported on Form ADV | $197M as of Nov 8, 2024 | no Form D | Harvest | |
| Joyful Prospect Feeder Fund L.P. ADV: Other Private Fund | Fund of funds | 2013 first reported on Form ADV | $184M as of Nov 8, 2024 | no Form D | Harvest | |
| J.P. Morgan China Private Investors Offshore LLC ADV: Other Private Fund | Fund of funds | 2013 first reported on Form ADV | $134M as of Nov 8, 2024 | no Form D | Harvest | |
| J.P. Morgan Institutional Investors Offshore Special L.P ADV: Other Private Fund | Fund of funds | 2013 first reported on Form ADV | $76.1M as of Nov 8, 2024 | no Form D | Harvest | |
| Jpmorgan Asia Pooled Private Equity Fund LLC ADV: Other Private Fund | Fund of funds | 2013 first reported on Form ADV | $67.1M as of Nov 8, 2024 | no Form D | Harvest | |
| Harding Private Equity LLC ADV: Other Private Fund | Fund of funds | 2013 first reported on Form ADV | $35.4M as of Nov 8, 2024 | no Form D | Harvest | |
| Staffodshire Private Equity LP ADV: Other Private Fund | Fund of funds | 2013 first reported on Form ADV | $35.0M as of Nov 8, 2024 | no Form D | Harvest | |
| Mavis Private Equity LP ADV: Other Private Fund | Fund of funds | 2013 first reported on Form ADV | $35.0M as of Nov 8, 2024 | no Form D | Harvest | |
| Joyful Prospect Fund II L.P. ADV: Other Private Fund | Fund of funds | 2013 first reported on Form ADV | $18.0M as of Nov 8, 2024 | no Form D | Unknown | |
| J.P. Morgan U.S. Direct Corporate Finance Institutional Investors IV LLC ADV: Private Equity Fund | Fund of funds | 2013 first reported on Form ADV | $18.0M as of Nov 8, 2024 | no Form D | Harvest | |
| Frontier Global Buyout Private Investors Offshore, L.P. ADV: Other Private Fund | Fund of funds | 2013 first reported on Form ADV | $12.6M as of Nov 8, 2024 | no Form D | Harvest | |
| Jpmorgan Asia Direct Private Equity Fund LLC ADV: Private Equity Fund | Fund of funds | 2013 first reported on Form ADV | $7.3M as of Nov 8, 2024 | no Form D | Mature | |
| Pioneer Private Equity LLC ADV: Other Private Fund | Fund of funds | 2013 first reported on Form ADV | $5.7M as of Nov 8, 2024 | no Form D | Harvest | |
| Tampico Holdings LLC ADV: Other Private Fund | Fund of funds | 2013 first reported on Form ADV | $1.9M as of Nov 8, 2024 | no Form D | Harvest | |
| Shollar Holdings LLC ADV: Other Private Fund | Fund of funds | 2013 first reported on Form ADV | $1.7M as of Nov 8, 2024 | no Form D | Harvest | |
| Covington Enterprises LLC ADV: Other Private Fund | Fund of funds | 2013 first reported on Form ADV | $1.1M as of Nov 28, 2023 | no Form D | Wound down | |
| Digital Growth Co-Investment 1 L.P. ADV: Private Equity Fund | Fund of funds | 2013 first reported on Form ADV | $515,857 as of Feb 10, 2017 | no Form D | Wound down | |
| Estante Private Equity LP ADV: Private Equity Fund | Fund of funds | 2013 first reported on Form ADV | $0 as of Dec 6, 2018 | no Form D | Wound down | |
| J.P. Morgan European Direct Corporate Finance Institutional Investors IV LLC ADV: Private Equity Fund | Fund of funds | 2013 first reported on Form ADV | $0 as of Nov 28, 2023 | no Form D | Wound down | |
| J.P. Morgan Direct Venture Capital Institutional Investors IV LLC ADV: Private Equity Fund | Fund of funds | 2013 first reported on Form ADV | $0 as of Nov 28, 2023 | no Form D | Wound down | |
| Jpmorgan Asian Infrastructure & Related Resources Opportunity Fund Cayman, L.P. ADV: Private Equity Fund | Infrastructure fund | unknown | $194M as of Dec 6, 2018 | no Form D | Wound down | |
| Joyful Prospect Fund L.P. ADV: Other Private Fund | Fund of funds | unknown | $189M as of Nov 8, 2024 | no Form D | Harvest | |
| Chase Capital Partners Private Equity Fund of Funds II, Ltd ADV: Private Equity Fund | Fund of funds | unknown | $99.1M as of Dec 6, 2018 | no Form D | Wound down | |
| Jpmorgan Asian Infrastructure & Related Resources Opportunity Fund US, LP ADV: Private Equity Fund | Infrastructure fund | unknown | $56.7M as of Dec 6, 2018 | no Form D | Wound down | |
| Jpmorgan Asian Infrastructure & Related Resources Opportunity Fund Cayman Slp, L.P. ADV: Private Equity Fund | Infrastructure fund | unknown | $43.7M as of Dec 6, 2018 | no Form D | Wound down | |
| J.P. Morgan Direct Venture Capital Institutional Investors II LLC ADV: Private Equity Fund | Fund of funds | unknown | $25.8M as of Dec 6, 2018 | no Form D | Wound down | |
| J.P. Morgan U.S. Direct Corporate Finance Institutional Investors II LLC ADV: Private Equity Fund | Fund of funds | unknown | $15.2M as of Dec 6, 2018 | no Form D | Wound down | |
| J.P. Morgan Asia Private Equity Fund LLC ADV: Other Private Fund | Fund of funds | unknown | $13.6M as of Nov 8, 2024 | no Form D | Unknown | |
| Chase Private Equity Partners Select, Ltd., ADV: Private Equity Fund | Fund of funds | unknown | $11.8M as of Jan 24, 2014 | no Form D | Wound down | |
| J.P. Morgan U.S. Direct Corporate Finance Institutional Investors III LLC ADV: Private Equity Fund | Fund of funds | unknown | $11.1M as of Jan 7, 2021 | no Form D | Wound down | |
| J.P. Morgan Direct Venture Capital Institutional Investors III LLC ADV: Private Equity Fund | Fund of funds | unknown | $10.7M as of Dec 6, 2018 | no Form D | Wound down | |
| J.P. Morgan European Direct Corporate Finance Institutional Investors III LLC ADV: Private Equity Fund | Fund of funds | unknown | $9.7M as of Feb 10, 2017 | no Form D | Wound down | |
| J.P. Morgan Direct Corporate Finance Private Investors LLC ADV: Private Equity Fund | Fund of funds | unknown | $8.2M as of Dec 6, 2018 | no Form D | Wound down | |
| PEG Pooled Venture Capital Private Investors LLC ADV: Other Private Fund | Fund of funds | unknown | $7.4M as of Nov 28, 2023 | no Form D | Wound down | |
| J.P. Morgan Direct Venture Capital Private Investors II LLC ADV: Private Equity Fund | Fund of funds | unknown | $5.3M as of Dec 6, 2018 | no Form D | Wound down | |
| J.P. Morgan Structured Debt Fund, LLC ADV: Private Equity Fund | Credit fund | unknown | $5.0M as of Aug 16, 2017 | no Form D | Harvest | |
| J.P. Morgan Digital Growth Fund, L.P. ADV: Private Equity Fund | Fund of funds | unknown | $4.8M as of Nov 28, 2023 | no Form D | Wound down | |
| PEG Pooled Corporate Finance Private Investors LLC ADV: Other Private Fund | Fund of funds | unknown | $3.1M as of Nov 28, 2023 | no Form D | Wound down | |
| J.P. Morgan European Direct Corporate Finance Institutional Investors II LLC ADV: Private Equity Fund | Fund of funds | unknown | $1.6M as of Dec 6, 2018 | no Form D | Wound down | |
| J.P. Morgan U.S. Direct Corporate Finance Private Investors II LLC ADV: Private Equity Fund | Fund of funds | unknown | $605,998 as of Dec 6, 2018 | no Form D | Wound down | |
| J.P. Morgan Direct Venture Capital Private Investors LLC ADV: Private Equity Fund | Fund of funds | unknown | $351,565 as of Dec 6, 2018 | no Form D | Wound down | |
| J.P. Morgan European Direct Corporate Finance Private Investors II LLC ADV: Private Equity Fund | Fund of funds | unknown | $234,403 as of Dec 6, 2018 | no Form D | Wound down | |
| J-Infra - an Iif Access Fund LP | Fund of funds | unknown | unknown | no reporting | $0 | Fundraising |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| Jpmorgan Asian Infrastructure & Related Resources Opportunity Fund Cayman Master, L.P. | Private Equity Fund | 2012 to 2018 | $606M filed Dec 6, 2018 | adviserinfo.sec.gov | |
| PEG Secondary Private Equity Investors Aiv L.P. | Other Private Fund | 2016 to 2017 | $15.9M filed Sep 29, 2017 | adviserinfo.sec.gov |
Team
13 current, 24 former
Managing partner (1)
- John Thomas Donohue · Director / President / Ceo / Head Of Global Liquidity · since Feb 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (7)
- Andrea L Lisher · Director / Head Of Americas, Client · since Mar 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Anton C. Pil · Director / Head Of Global Alternatives · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- George Crosby White Gatch · Director/Chairman · since Jun 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Jedediah Isiah Michael Laskowitz · Director / Head Of Global Private Markets And Customized Solutions · since Dec 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- JOY Catherine Dowd · Director · since Feb 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Paul a Quinsee · Director/Head Of Global Equities · since Mar 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Robert Charles Michele · Director /Head Of Global Fixed Income, Currency & Commodities · since Feb 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Investor relations (1)
- Andrew Richard Powell · Director / Am Cao / Head Of Global Client Service / Senior Business Manager · since Feb 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (4)
- Benjamin a Hesse · Director, Chief Financial Officer, Treasurer · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- John L Oliva · Chief Compliance Officer · since Aug 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Katherine Gail Manghillis · Secretary · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Peter Victor Bonanno · General Counsel, Asset Management · since Aug 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
24 former (kept with end dates)
- Catherine Ann Keating · Director/President/Ceo//Managing Director · Jun 1, 2012 to Feb 27, 2015 Inference
- Christopher Paul Willcox · Director / Global Head Of Fixed Income / Managing Director · Nov 1, 2012 to Feb 27, 2015 Inference
- Clive Stuart Brown · Director/Managing Director · Apr 1, 2005 to May 31, 2012 Inference
- David Hugh Charles Brigstocke · Director/Managing Director · Dec 1, 2013 to Feb 27, 2015 Inference
- Douglas Clark Wurth · Director / Global Product Head / Managing Director · Feb 1, 2015 to Feb 3, 2016 Inference
- James Baldridge Broderick · Director/Managing Director · Mar 1, 2011 to May 31, 2012 Inference
- Jedediah Isiah Michael Laskowitz · Director / Co-Head Of Asset Management Solutions/ Managing Director · Feb 1, 2015 to Feb 1, 2018 Inference
- Joseph Azelby · Director/Cio-Global Head Of Real Estate/Managing Director · Mar 1, 2006 to Jan 13, 2017 Inference
- Lawrence Mark Unrein · Director/Head Of Global Private Equity / Managing Director · Feb 1, 2003 to Dec 4, 2020 Inference
- Martin Roy Porter · Cio-Global Head Of Equities & Balanced Group/Managing Director · Feb 1, 2003 to Jan 13, 2017 Inference
- Michael Alan Camacho · Director / Global Head Of Investment Platform / Managing Director · Jan 1, 2017 to Mar 31, 2021 Inference
- Michael Frederick O'Brien · Director / Managing Director · Feb 1, 2015 to Oct 23, 2020 Inference
- Patricia Ann Maleski · Director/Managing Director · Dec 1, 2013 to Feb 27, 2015 Inference
- Peter Schwicht · Director/Managing Director · Jun 1, 2012 to Feb 27, 2015 Inference
- Scott Edward Richter · Secretary / Managing Director · May 1, 2007 to Dec 17, 2021 Inference
- Seth Perry Bernstein · Director/Global Head Of Fixed Income/Managing Director · Mar 1, 2006 to Dec 17, 2012 Inference
- William Vasiliy Harris · Director / Managing Director · Aug 1, 2017 to Dec 6, 2018 Inference
- Craig Michael Sullivan · Director / Treasurer / Cfo · Mar 1, 2020 to Jun 9, 2023 Inference
- Craig Michael Sullivan · Treasurer/Cfo/Managing Director · Jun 1, 2012 to Apr 28, 2017 Inference
- Joseph John Bertini · Chief Compliance Officer/Managing Director · Feb 1, 2008 to Nov 10, 2015 Inference
- Joseph Sanzone · Chief Compliance Officer/Executive Director · Oct 1, 2015 to Mar 4, 2016 Inference
- Mark a Egert · Chief Compliance Officer \ Managing Director · Feb 1, 2016 to Aug 28, 2020 Inference
- Megan Ann Mcclellan · Director/ Treasurer/ Cfo/ Managing Director · Jan 1, 2017 to Feb 26, 2020 Inference
- Robert Lynn Young · Director/Coo/Managing Director · Aug 1, 2010 to Feb 3, 2017 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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
10 relationships
Placement agents (10)
- J.P. Morgan Institutional Investments 6 shared · very strong · last Jan 1, 2014
- J.P. Morgan Securities LLC 4 shared · strong · last Apr 29, 2026
- Jpmorgan Asset Management (europe) S.A.R.L 3 shared · strong · last Jan 1, 2015
- Jpmorgan Asset Management Real Assets (singapore) Pte. Ltd. 3 shared · strong · last Jan 1, 2015
- Jpmorgan Asset Management (singapore) Limited 3 shared · strong · last Jan 1, 2015
- J.P. Morgan Asset Management 3 shared · strong · last Jan 1, 2015
- Jpmorgan Asset Management (canada) Inc. 3 shared · strong · last Jan 1, 2015
- J.P. Morgan (suisse) Sa 3 shared · strong · last Jan 1, 2015
- J.P. Morgan Investment Management Inc. 1 shared · one time · last Apr 29, 2026
- Raymond James & Associates, Inc. 1 shared · one time · last Apr 29, 2026
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
2 most recent
- Aug 26, 2026J.P. Morgan Investment Management Inc.: Private Equity Funds on Form ADV 13 (2024 extract) -> 27 (roster 2026-09-01)
- Nov 30, 2011J.P. Morgan Investment Management Inc. first filed Form ADV in the extract (IA)
Across the graphs
J.P. Morgan Investment Management Inc. is the same institution as 5 records in Independent Sponsors, RIA and Wealth, Allocators, Private Credit and Real Estate Funds.
Independent Sponsors1RIA and Wealth1Allocators1Private Credit1Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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