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•••••• M••••••••• L•
Latest filing Mar 26, 2026
First filing on the tape Nov 14, 2013 · 29 filings
SEC status approved since Dec 17, 2013
RAUM
$11B
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
65
20 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$11B as of Mar 26, 2026
Mar 21, 2014$738M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 21, 20140 then
Employees (5.A)65 as of Mar 26, 2026
Mar 21, 201411 then
Private funds1 as of Mar 26, 2026
Mar 21, 20141 then
RAUM +9.5% over the last fiscal year+11% 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
- $2.6BderivedRAUM 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
- +9.5%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
- $11B, 4 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)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$11B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $11B for 4 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J•••• M••••• F••• L••• | Hedge Fund | $8.8B | 387 | Nov 14, 2013 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• D•••••• J••• · Executive Committee Membercontrolsince 08/2024 · owns less than 5%
- G•••••••• R••••••• M••••• · President / Chief Financial Officer / Executive Committee Membercontrolsince 04/2013 · owns less than 5%
- K•••• B••••• C••••••••• · Chief Operating Officercontrolsince 09/2023 · owns less than 5%
- P••••••• J••••• C••••••• · Chief Executive Officer / Executive Committee Member / Limited Partnercontrolsince 04/2013 · owns 75% or more
- T•••• D•••••• P••••• · Chief Compliance Officer / General Counselcontrolsince 03/2020 · owns less than 5%
- T••••••••• A••••• D•••• · Executive Committee Membercontrolsince 08/2024 · owns less than 5%
- P••••••• J••••• C••••••• · Membercontrolsince 06/2013 · owns 75% or more of J•••• G• L••
Entity owners
- J•••• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- J•••• C•••••• P••••••• G• L••investment adviserbankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Remsenburg, NY
What changed
consecutive filings, newest first
- Accounts · 3 to 4Mar 27, 2025 to Mar 26, 2026
- Advisory employees · 16 to 20Mar 27, 2025 to Mar 26, 2026
- Pooled vehicle clients · 3 to 4Mar 27, 2025 to Mar 26, 2026
- Assets in custody · $9.6B to $11BMar 27, 2025 to Mar 26, 2026
- Employees · 59 to 65Mar 27, 2025 to Mar 26, 2026
- Discretionary RAUM · $9.6B to $11BMar 27, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $9.6B to $11BMar 27, 2025 to Mar 26, 2026
- RAUM · $9.6B to $11BMar 27, 2025 to Mar 26, 2026
- Advisory employees · 17 to 16Jan 7, 2025 to Mar 27, 2025
- Assets in custody · $8.8B to $9.6BJan 7, 2025 to Mar 27, 2025
- Employees · 60 to 59Jan 7, 2025 to Mar 27, 2025
- Financial planning clients · unset to Jan 7, 2025 to Mar 27, 2025
- Discretionary RAUM · $8.8B to $9.6BJan 7, 2025 to Mar 27, 2025
- Pooled vehicle RAUM · $8.8B to $9.6BJan 7, 2025 to Mar 27, 2025
- RAUM · $8.8B to $9.6BJan 7, 2025 to Mar 27, 2025
- Advisory employees · 15 to 17Jan 26, 2024 to Mar 27, 2024
- Assets in custody · $7.6B to $8.8BJan 26, 2024 to Mar 27, 2024
- Employees · 51 to 60Jan 26, 2024 to Mar 27, 2024
- Discretionary RAUM · $7.6B to $8.8BJan 26, 2024 to Mar 27, 2024
- Pooled vehicle RAUM · $7.6B to $8.8BJan 26, 2024 to Mar 27, 2024
- RAUM · $7.6B to $8.8BJan 26, 2024 to Mar 27, 2024
- Advisory employees · 13 to 15Jan 12, 2023 to Mar 28, 2023
- Assets in custody · $6.2B to $7.6BJan 12, 2023 to Mar 28, 2023
- Employees · 43 to 51Jan 12, 2023 to Mar 28, 2023
- Discretionary RAUM · $6.2B to $7.6BJan 12, 2023 to Mar 28, 2023
- Pooled vehicle RAUM · $6.2B to $7.6BJan 12, 2023 to Mar 28, 2023
- RAUM · $6.2B to $7.6BJan 12, 2023 to Mar 28, 2023
- Accounts · 2 to 3Mar 30, 2021 to Mar 30, 2022
- Advisory employees · 11 to 13Mar 30, 2021 to Mar 30, 2022
- Pooled vehicle clients · 2 to 3Mar 30, 2021 to Mar 30, 2022
- Assets in custody · $5.2B to $6.2BMar 30, 2021 to Mar 30, 2022
- Employees · 35 to 43Mar 30, 2021 to Mar 30, 2022
- Discretionary RAUM · $5.2B to $6.2BMar 30, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $5.2B to $6.2BMar 30, 2021 to Mar 30, 2022
- RAUM · $5.2B to $6.2BMar 30, 2021 to Mar 30, 2022
- Advisory employees · 9 to 11Jun 1, 2020 to Mar 30, 2021
- Assets in custody · $4.2B to $5.2BJun 1, 2020 to Mar 30, 2021
- Employees · 23 to 35Jun 1, 2020 to Mar 30, 2021
- Discretionary RAUM · $4.2B to $5.2BJun 1, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $4.2B to $5.2BJun 1, 2020 to Mar 30, 2021
Signals
10 dated events
- David Aaron Teitelbaum (Executive Committee Member) appeared on Schedule A of J•••• C•••••• M••••••••• L•Aug 14, 2024 · Control person joined · fact
- John Daniel Cahill (Executive Committee Member) appeared on Schedule A of J•••• C•••••• M••••••••• L•Aug 14, 2024 · Control person joined · fact
- Christopher Brian Kumf (Chief Operating Officer) appeared on Schedule A of J•••• C•••••• M••••••••• L•Oct 11, 2023 · Control person joined · fact
- Carmine Andrew Sedia (Chief Financial Officer) no longer on Schedule A of J•••• C•••••• M••••••••• L• (listed 2022-03-30, absent 2023-01-12)Jan 12, 2023 · Control person left · inference
- J•••• C•••••• M••••••••• L• reported RAUM $4.2B, up 28% from $3.3B (2019-08-13 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- Philip Daniel Taub (Chief Compliance Officer/General Counsel) appeared on Schedule A of J•••• C•••••• M••••••••• L•Mar 27, 2020 · Control person joined · fact
- Carmine Andrew Sedia (Chief Financial Officer) appeared on Schedule A of J•••• C•••••• M••••••••• L•Aug 13, 2019 · Control person joined · fact
- J•••• C•••••• M••••••••• L• reported RAUM $3.3B, up 45% from $2.3B (2018-03-28 to 2019-03-21)Mar 21, 2019 · RAUM change · derived
- Gert Stephanie Rosen (Chief Financial Officer) no longer on Schedule A of J•••• C•••••• M••••••••• L• (listed 2018-03-28, absent 2019-03-21)Mar 21, 2019 · Control person left · inference
- J•••• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)Nov 14, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- J••••CAP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-409-1900reportedpublic 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