DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
J•••••• C•••••• A•••• M••••••••• L•••
Latest filing Apr 27, 2026
First filing on the tape Feb 14, 2012 · 25 filings
SEC status approved since Mar 30, 2012
RAUM
$10B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
10
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
7
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$10B as of Apr 27, 2026
Apr 1, 2013$1.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 27, 2026
Apr 1, 20130 then
Employees (5.A)10 as of Apr 27, 2026
Apr 1, 201312 then
Private funds7 as of Apr 27, 2026
Apr 1, 20133 then
RAUM +37% over the last fiscal year+39% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Apr 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.4BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +37%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $10B, 7 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$10B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $10B for 7 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J•••••• C•••••• M••••• F••• L• | Hedge Fund | $3.4B | 239 | Feb 14, 2012 |
| J•••••• C•••••• P••••••• L• | Hedge Fund | $1.3B | 167 | Feb 14, 2012 |
| J•••••• C•••••• I••••••••• L••• | Hedge Fund | $1.0B | 72 | Feb 14, 2012 |
| J•••••• A••• O••••••••• M••••• L•no longer reported | Hedge Fund | $819M | 122 | Aug 28, 2019 |
| J•••••• C•••••• S•••••• O••••••••• M••••• L• | Hedge Fund | $428M | 65 | Nov 30, 2015 |
| J•••••• A••• O••••••••• L•no longer reported | Hedge Fund | $377M | 82 | Aug 28, 2019 |
| J•••••• A••• O••••••••• L••no longer reported | Hedge Fund | $202M | 40 | Aug 28, 2019 |
| J•••••• C•••••• S•••••• O••••••••• L• | Hedge Fund | $177M | 50 | Mar 31, 2017 |
| J•••••• G••••• F••• I• L• | Private Equity Fund | $97.0M | 75 | Mar 31, 2021 |
| J•••••• C•••••• S•••••• O••••••••• L•• | Hedge Fund | $65.1M | 15 | Mar 31, 2017 |
Owners and control persons
Schedule A and B, latest filing
- L••• S••••••• · Chief Operating Officercontrolsince 04/2014 · owns less than 5%
- O•••••••• E••• · Chief Compliance Officer, Chief Financial Officercontrolsince 05/2009 · owns less than 5%
- R••••••• J••• · Limited Partnercontrolsince 05/2009 · owns 75% or more
- R••••••• J••• · Managing Membercontrolsince 01/2010 · owns 75% or more of J•••••• C•••••• H••••••• L••
Entity owners
- J•••••• C•••••• H••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- J•••••• C•••••• A••••••• L••investment adviserbankpooled vehicle sponsorn
- J•••••• G••••• G• I• L••investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 9 to 8Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $7.4B to $10BMar 31, 2025 to Mar 31, 2026
- Employees · 11 to 10Mar 31, 2025 to Mar 31, 2026
- HQ city · NEW YORK to LOS ANGELESMar 31, 2025 to Mar 31, 2026
- HQ state · NY to CAMar 31, 2025 to Mar 31, 2026
- Other offices · 0 to 1Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $7.4B to $10BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $7.4B to $10BMar 31, 2025 to Mar 31, 2026
- RAUM · $7.4B to $10BMar 31, 2025 to Mar 31, 2026
- Assets in custody · $4.0B to $7.4BMar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $4.0B to $7.4BMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $4.0B to $7.4BMar 28, 2024 to Mar 31, 2025
- RAUM · $4.0B to $7.4BMar 28, 2024 to Mar 31, 2025
- Assets in custody · $3.8B to $4.0BMar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.8B to $4.0BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.8B to $4.0BMar 31, 2023 to Mar 28, 2024
- RAUM · $3.8B to $4.0BMar 31, 2023 to Mar 28, 2024
- Accounts · 10 to 7Apr 29, 2022 to Mar 31, 2023
- Pooled vehicle clients · 10 to 7Apr 29, 2022 to Mar 31, 2023
- Assets in custody · $1.2B to $3.8BApr 29, 2022 to Mar 31, 2023
- Private funds · 10 to 7Apr 29, 2022 to Mar 31, 2023
- Discretionary RAUM · $5.2B to $3.8BApr 29, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $5.2B to $3.8BApr 29, 2022 to Mar 31, 2023
- RAUM · $5.2B to $3.8BApr 29, 2022 to Mar 31, 2023
- Discretionary RAUM · $5.2B to $5.2BMar 31, 2022 to Apr 29, 2022
- Pooled vehicle RAUM · $5.2B to $5.2BMar 31, 2022 to Apr 29, 2022
- RAUM · $5.2B to $5.2BMar 31, 2022 to Apr 29, 2022
- Advisory employees · 8 to 9Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $1.3B to $1.2BMar 31, 2021 to Mar 31, 2022
- Employees · 10 to 11Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $5.7B to $5.2BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $5.7B to $5.2BMar 31, 2021 to Mar 31, 2022
- RAUM · $5.7B to $5.2BMar 31, 2021 to Mar 31, 2022
- Accounts · 9 to 10Mar 30, 2020 to Mar 31, 2021
- Advisory employees · 6 to 8Mar 30, 2020 to Mar 31, 2021
- Pooled vehicle clients · 9 to 10Mar 30, 2020 to Mar 31, 2021
- Assets in custody · $747M to $1.3BMar 30, 2020 to Mar 31, 2021
- Employees · 9 to 10Mar 30, 2020 to Mar 31, 2021
- Private funds · 9 to 10Mar 30, 2020 to Mar 31, 2021
Signals
4 dated events
- J•••••• C•••••• A•••• M••••••••• L••• reported RAUM $10.1B, up 37% from $7.4B (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- J•••••• C•••••• A•••• M••••••••• L••• reported RAUM $7.4B, up 85% from $4.0B (2024-03-28 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- J•••••• C•••••• A•••• M••••••••• L••• reported RAUM $3.8B, down 28% from $5.2B (2022-04-29 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- J•••••• C•••••• A•••• M••••••••• L••• reported RAUM $5.7B, up 70% from $3.3B (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- J•••••• C•••••• A•••• M••••••••• L••• · Independent Sponsorsshared crd · capital_provider
- J•••••• C•••••• A•••• M••••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/jericho-capital-asset-management-l-preportedpublic record, Form ADV, Sep 19, 2026
- Website
- J••••••CAP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-946-7650reportedpublic record, Form ADV, Apr 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026