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•• M••••••••• L•••
Latest filing Jun 4, 2026
First filing on the tape Jun 2, 2014 · 20 filings
SEC status approved since Jun 9, 2014
RAUM
$14B
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
81
44 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
20
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$14B as of Jun 4, 2026
Mar 19, 2015$2.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 4, 2026
Mar 19, 20150 then
Employees (5.A)81 as of Jun 4, 2026
Mar 19, 201537 then
Private funds20 as of Jun 4, 2026
Mar 19, 201512 then
RAUM +43% over the last fiscal year+19% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 4, 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
- $679MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +43%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
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$14B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 20reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false 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
33 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J•• E••••• F••• X•••• L••• | Private Equity Fund | $1.4B | 180 | Mar 25, 2022 |
| J•• E••••• F••• X••••••• | Private Equity Fund | $1.3B | 147 | Mar 16, 2021 |
| J•• E••••• F••• I•••• L••• | Private Equity Fund | $1.2B | 98 | Mar 21, 2019 |
| J•• E••••• F••• X•••• L••• | Private Equity Fund | $1.1B | 147 | Mar 25, 2022 |
| J•• E••••• F••• X••• L••• | Private Equity Fund | $779M | 79 | Mar 16, 2021 |
| J•• E••••••• V•••• F•••• L••• | Private Equity Fund | $771M | 96 | Mar 28, 2024 |
| J•• E••••• F••• V•••••• L••• | Private Equity Fund | $640M | 100 | Mar 19, 2015 |
| J•• E••••• F••• I•••• L••• | Private Equity Fund | $552M | 50 | Mar 21, 2019 |
| J•• T••• A••••••••• L••• | Private Equity Fund | $273M | 28 | Mar 22, 2023 |
| J•• D•••••• A••••••••• L••• | Private Equity Fund | $218M | 7 | Mar 28, 2024 |
| J•• E••••• F••• V•••••• L••• | Private Equity Fund | $139M | 24 | Mar 19, 2015 |
| J•• A••••• A••••••••• L••• | Private Equity Fund | $98.5M | 3 | Mar 28, 2024 |
| J•• E••••• F••• V••• L••• | Venture Capital Fund | $82.0M | 119 | Mar 27, 2012 |
| J•• P•• H•••••••• L••• | Private Equity Fund | $71.1M | 15 | Mar 28, 2024 |
| J•• V•• C• A••• L•••no longer reported | Venture Capital Fund | $52.9M | 113 | Mar 22, 2013 |
| J•• X• E•••••••• F•••• L••• | Private Equity Fund | $29.4M | 66 | Apr 22, 2022 |
| J•• V• S••••• A•• A• L•••no longer reported | Venture Capital Fund | $28.1M | 77 | Mar 27, 2012 |
| J•• V• M•••• A•• A• L•••no longer reported | Venture Capital Fund | $17.3M | 79 | Mar 22, 2013 |
| J•• V•• B•• A•• A• L•••no longer reported | Venture Capital Fund | $13.0M | 95 | Mar 27, 2012 |
| J•• V• S••••• A•• B••••••• L•••no longer reported | Venture Capital Fund | $5.1M | 22 | Mar 27, 2012 |
| J•• V• M•••• A•• B••••••• L•••no longer reported | Venture Capital Fund | $2.3M | 20 | Mar 22, 2013 |
| J•• V• C• A•• A• L•••no longer reported | Venture Capital Fund | $2.2M | 80 | Mar 27, 2012 |
| J•• V•• B•• A•• B••••••• L•••no longer reported | Venture Capital Fund | $2.0M | 19 | Mar 27, 2012 |
| J•• V• C• A•• B••••••• L•••no longer reported | Venture Capital Fund | $78 | 19 | Mar 27, 2012 |
| J•• E••••• F••• I••• L•••no longer reported | Venture Capital Fund | $0 | 53 | Mar 27, 2012 |
| J•• E••••• F••• V• •••• L•••no longer reported | Venture Capital Fund | $0 | 9 | Mar 27, 2012 |
| J•• E••••• F••• V• L•••no longer reported | Venture Capital Fund | $0 | 67 | Mar 27, 2012 |
| J•• E••••• S•• F•••• L•••no longer reported | Venture Capital Fund | $0 | 5 | Mar 27, 2012 |
| J•• E••• E••••• F••• I•• L•••no longer reported | Venture Capital Fund | $0 | 2 | Mar 27, 2012 |
| J•• E••••• F••• I•• L•••no longer reported | Venture Capital Fund | $0 | 80 | Mar 27, 2012 |
| J•• E••••• S••• F•••• L•••no longer reported | Venture Capital Fund | $0 | 34 | Mar 27, 2012 |
| J•• E••••• F••• V•• L••• | Venture Capital Fund | $0 | 100 | Mar 27, 2012 |
| J•• E••••• F••• I• •••• L•••no longer reported | Venture Capital Fund | $0 | 19 | Mar 27, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A••••••••• P••••• C•••••••• · Managing General Partner, Vice Pres•••Ntcontrolsince 12/2020 · owns less than 5%
- G•••••• H••••• S•••••••• · E•••••••• Chairman, Pres•••Ntcontrolsince 12/2023 · owns less than 5%
- G••••••• R•••• · General Partner, Chief Operating Officercontrolsince 10/2021 · owns less than 5%
- M••••• L••••••• M•••••• · Chief Compliance Officer, General Counselcontrolsince 11/2021 · owns less than 5%
- S••••••• M••••• T••••• · Partner, Chief Financial Officercontrolsince 12/2023 · owns less than 5%
- A••••••••• P••••• C•••••••• · E•••••••• Officercontrolsince 12/2020 · owns F of J•• M••••••••• C•••••• G•• L•••••
- G•••••• H••••• S•••••••• · E•••••••• Officercontrolsince 12/2011 · owns F of J•• M••••••••• C•••••• G•• L•••••
Entity owners
- J•• M••••••••• C•••••• G•• L••••• · Owner, General Partnerdirect · owns 75% or more
- J•• M••••••••• H•••••••• L••••• · Ownerindirect · owns 75% or more of J•• P•••••• I•••
- J•• P•••••• I••• · Ownerindirect · owns 75% or more of J•• M••••••••• C•••••• G•• L•••••
- J•• P•••••• H•••••••• L••• · Owner, Limited Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- J•• A••••• G•• L•••••pooled vehicle sponsorn
- J•• A••••••••• X• G•• L•••••pooled vehicle sponsorn
- J•• A••••••••• I•• L•••••pooled vehicle sponsorn
- J•• A••••••••• V•• L•••••pooled vehicle sponsorn
- J•• A••••••••• V••• L•••••pooled vehicle sponsorn
- J•• A••••••••• V•••• L•••••pooled vehicle sponsorn
- J•• A••••••••• X• L•••••pooled vehicle sponsorn
- J•• A••••••••• X•• L•••••pooled vehicle sponsorn
- J•• E••••••• V•••• A••••••••• L•••••pooled vehicle sponsorn
- J•• P•• G•• L•••••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- La Jolla, CA21 employees
- Washington, DC15 employees
What changed
consecutive filings, newest first
- Accounts · 16 to 20Jan 28, 2026 to Mar 18, 2026
- Advisory employees · 42 to 44Jan 28, 2026 to Mar 18, 2026
- Pooled vehicle clients · 16 to 20Jan 28, 2026 to Mar 18, 2026
- Employees · 74 to 81Jan 28, 2026 to Mar 18, 2026
- Private funds · 16 to 20Jan 28, 2026 to Mar 18, 2026
- Discretionary RAUM · $9.5B to $14BJan 28, 2026 to Mar 18, 2026
- Pooled vehicle RAUM · $9.5B to $14BJan 28, 2026 to Mar 18, 2026
- RAUM · $9.5B to $14BJan 28, 2026 to Mar 18, 2026
- Advisory employees · 41 to 42Mar 28, 2024 to Mar 14, 2025
- Employees · 71 to 74Mar 28, 2024 to Mar 14, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 14, 2025
- Discretionary RAUM · $8.7B to $9.5BMar 28, 2024 to Mar 14, 2025
- Pooled vehicle RAUM · $8.7B to $9.5BMar 28, 2024 to Mar 14, 2025
- RAUM · $8.7B to $9.5BMar 28, 2024 to Mar 14, 2025
- Accounts · 12 to 16Mar 22, 2023 to Mar 28, 2024
- Advisory employees · 38 to 41Mar 22, 2023 to Mar 28, 2024
- Pooled vehicle clients · 12 to 16Mar 22, 2023 to Mar 28, 2024
- Employees · 63 to 71Mar 22, 2023 to Mar 28, 2024
- Private funds · 12 to 16Mar 22, 2023 to Mar 28, 2024
- Discretionary RAUM · $8.1B to $8.7BMar 22, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $8.1B to $8.7BMar 22, 2023 to Mar 28, 2024
- RAUM · $8.1B to $8.7BMar 22, 2023 to Mar 28, 2024
- Accounts · 11 to 12Apr 22, 2022 to Mar 22, 2023
- Advisory employees · 31 to 38Apr 22, 2022 to Mar 22, 2023
- Business name · J•• M••••••••• I••• to J•• M••••••••• L•••Apr 22, 2022 to Mar 22, 2023
- Pooled vehicle clients · 11 to 12Apr 22, 2022 to Mar 22, 2023
- Employees · 54 to 63Apr 22, 2022 to Mar 22, 2023
- Legal name · J•• M••••••••• I••• to J•• M••••••••• L•••Apr 22, 2022 to Mar 22, 2023
- Other offices · 1 to 2Apr 22, 2022 to Mar 22, 2023
- Private funds · 11 to 12Apr 22, 2022 to Mar 22, 2023
- Discretionary RAUM · $7.5B to $8.1BApr 22, 2022 to Mar 22, 2023
- Pooled vehicle RAUM · $7.5B to $8.1BApr 22, 2022 to Mar 22, 2023
- RAUM · $7.5B to $8.1BApr 22, 2022 to Mar 22, 2023
- Succession · true to falseApr 22, 2022 to Mar 22, 2023
- Accounts · 10 to 11Mar 25, 2022 to Apr 22, 2022
- Pooled vehicle clients · 10 to 11Mar 25, 2022 to Apr 22, 2022
- Organization form · Corporation to Limited PartnershipMar 25, 2022 to Apr 22, 2022
- Private funds · 10 to 11Mar 25, 2022 to Apr 22, 2022
- Discretionary RAUM · $7.5B to $7.5BMar 25, 2022 to Apr 22, 2022
- Pooled vehicle RAUM · $7.5B to $7.5BMar 25, 2022 to Apr 22, 2022
Signals
11 dated events
- J•• M••••••••• L••• reported RAUM $13.6B, up 43% from $9.5B (2026-01-28 to 2026-03-18)Mar 18, 2026 · RAUM change · derived
- J•• M••••••••• I••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Apr 22, 2022 · Succession (Item 4) · fact
- J•• M••••••••• L••• reported RAUM $7.5B, up 30% from $5.8B (2021-11-01 to 2022-03-25)Mar 25, 2022 · RAUM change · derived
- Mccrory L•••••• M•••• (Chief Compliance Officer, General Counsel) appeared on Schedule A of J•• M••••••••• L•••Nov 1, 2021 · Control person joined · fact
- Fields Kathy Povoas (General Partner & General Counsel, Cco) no longer on Schedule A of J•• M••••••••• L••• (listed 2021-03-16, absent 2021-11-01)Nov 1, 2021 · Control person left · inference
- Taylor Megan Schmitt (Chief Financial Officer) appeared on Schedule A of J•• M••••••••• L•••Mar 16, 2021 · Control person joined · fact
- J•• M••••••••• L••• reported RAUM $5.8B, up 47% from $3.9B (2020-03-12 to 2021-03-16)Mar 16, 2021 · RAUM change · derived
- Vincent Paul Barber (Managing General Partner, Vice President) no longer on Schedule A of J•• M••••••••• L••• (listed 2020-03-12, absent 2021-03-16)Mar 16, 2021 · Control person left · inference
- Chartrand Peter Arrowsmith (Executive Officer) appeared on Schedule A of J•• M••••••••• L•••Mar 16, 2021 · Control person joined · fact
- J•• M••••••••• L••• reported RAUM $3.6B, up 61% from $2.2B (2018-03-28 to 2019-03-21)Mar 21, 2019 · RAUM change · derived
- J•• M••••••••• I••• filed its initial SEC registration (Form ADV)Jun 2, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- J•• M••••••••• L••• · Independent Sponsorsshared crd · capital_provider
- J•• M••••••••• L••• · Private Equityshared crd · organization
- J•• M••••••••• L••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- H••••://JMI.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 410-951-0200reportedpublic record, Form ADV, Jun 4, 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