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• P•••••••
Legal name J••••••••• A•••••••• I•••
Latest filing Mar 26, 2026
First filing on the tape Feb 14, 2012 · 24 filings
SEC status approved since Mar 30, 2012
RAUM
$517M
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
25
17 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
8
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$517M as of Mar 26, 2026
Apr 1, 2013$924M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Apr 1, 20130 then
Employees (5.A)25 as of Mar 26, 2026
Apr 1, 201310 then
Private funds8 as of Mar 26, 2026
Apr 1, 20135 then
RAUM -12% over the last fiscal year-18% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 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
- $64.7MderivedRAUM 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
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- -12%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
- yesreportedItem 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)
- 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$517M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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=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
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J•• F••• I••• L••• | Private Equity Fund | $378M | 60 | Mar 30, 2016 |
| A•• S••••••• S•••no longer reported | Private Equity Fund | $293M | 23 | Mar 29, 2018 |
| J• C•••••• P••••••• L•••••• | Private Equity Fund | $224M | 99 | Feb 14, 2012 |
| E••••••••• F•••••• L•••no longer reported | Private Equity Fund | $108M | 25 | Mar 30, 2017 |
| J••• S•••••••• F••• L• | Private Equity Fund | $105M | 5 | Mar 24, 2021 |
| E••••••••• F•••••• L•••no longer reported | Private Equity Fund | $6.3M | 10 | Mar 30, 2017 |
| F••• A• L••• | Private Equity Fund | $5.3M | 18 | Feb 14, 2012 |
| F••• A• P••••••• F••• I• L••• | Private Equity Fund | $5.0M | 2 | Apr 1, 2013 |
| F••• A• P••••••• F••• I•• L••• | Private Equity Fund | $4.9M | 2 | Apr 1, 2013 |
| E••••••••• F••• 2•••• L••• | Private Equity Fund | $878,765 | 10 | Feb 14, 2012 |
| F••• A• P••••••• F••• I••• L••• | Private Equity Fund | $299,639 | 8 | Mar 31, 2015 |
Owners and control persons
Schedule A and B, latest filing
- J•••••• J•••• W••••• · Shareholdercontrolsince 12/2012 · owns 50% to 75%
- Z••••••••• D••••• W•••• · Chairmancontrolsince 12/1986 · owns 50% to 75%
- L••• S••• K•• · Cco, Cfosince 03/2014 · owns less than 5%
Related persons
Schedule D 7.A
- A•• S••••••• G• S•••••••pooled vehicle sponsory
- E••••••••• F••• 2••• G•• L••pooled vehicle sponsory
- F••• A• G•• L••pooled vehicle sponsory
- J••• G• L••pooled vehicle sponsory
- J•• F••• I•• G•• L•••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom6 employees
- Chicago, IL2 employees
- Utrecht, Netherlands1 employees
What changed
consecutive filings, newest first
- Advisory employees · 20 to 17Mar 31, 2025 to Mar 26, 2026
- Employees · 29 to 25Mar 31, 2025 to Mar 26, 2026
- Discretionary RAUM · $587M to $517MMar 31, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $587M to $517MMar 31, 2025 to Mar 26, 2026
- RAUM · $587M to $517MMar 31, 2025 to Mar 26, 2026
- Advisory employees · 22 to 20Oct 2, 2024 to Mar 31, 2025
- Employees · 31 to 29Oct 2, 2024 to Mar 31, 2025
- Financial planning clients · unset to Oct 2, 2024 to Mar 31, 2025
- Other offices · 4 to 3Oct 2, 2024 to Mar 31, 2025
- Discretionary RAUM · $723M to $587MOct 2, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $723M to $587MOct 2, 2024 to Mar 31, 2025
- RAUM · $723M to $587MOct 2, 2024 to Mar 31, 2025
- Advisory employees · 24 to 22Nov 29, 2023 to Mar 28, 2024
- Employees · 34 to 31Nov 29, 2023 to Mar 28, 2024
- Discretionary RAUM · $946M to $723MNov 29, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $946M to $723MNov 29, 2023 to Mar 28, 2024
- RAUM · $946M to $723MNov 29, 2023 to Mar 28, 2024
- Other offices · 3 to 4Mar 29, 2023 to Nov 29, 2023
- Advisory employees · 27 to 24Apr 11, 2022 to Mar 29, 2023
- Employees · 35 to 34Apr 11, 2022 to Mar 29, 2023
- Other offices · 4 to 3Apr 11, 2022 to Mar 29, 2023
- Discretionary RAUM · $1.2B to $946MApr 11, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $1.2B to $946MApr 11, 2022 to Mar 29, 2023
- RAUM · $1.2B to $946MApr 11, 2022 to Mar 29, 2023
- Accounts · 10 to 8Mar 30, 2022 to Apr 11, 2022
- Pooled vehicle clients · 10 to 8Mar 30, 2022 to Apr 11, 2022
- Private funds · 10 to 8Mar 30, 2022 to Apr 11, 2022
- Discretionary RAUM · $1.6B to $1.2BMar 30, 2022 to Apr 11, 2022
- Pooled vehicle RAUM · $1.6B to $1.2BMar 30, 2022 to Apr 11, 2022
- RAUM · $1.6B to $1.2BMar 30, 2022 to Apr 11, 2022
- Advisory employees · 29 to 27Mar 24, 2021 to Mar 30, 2022
- Employees · 38 to 35Mar 24, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.8B to $1.6BMar 24, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $1.8B to $1.6BMar 24, 2021 to Mar 30, 2022
- RAUM · $1.8B to $1.6BMar 24, 2021 to Mar 30, 2022
- Accounts · 9 to 10Oct 26, 2020 to Mar 24, 2021
- Advisory employees · 27 to 29Oct 26, 2020 to Mar 24, 2021
- Pooled vehicle clients · 9 to 10Oct 26, 2020 to Mar 24, 2021
- Employees · 37 to 38Oct 26, 2020 to Mar 24, 2021
- Private funds · 9 to 10Oct 26, 2020 to Mar 24, 2021
Signals
1 dated events
- J• P••••••• reported RAUM $2.4B, up 33% from $1.8B (2017-04-21 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- J• P••••••• · Independent Sponsorsshared crd · capital_provider
- J• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- JZIEUROPE.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-485-9410reportedpublic record, Form ADV, Mar 26, 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