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••••••• F•••• L••••••
Latest filing May 8, 2026
First filing on the tape Jul 3, 2014 · 53 filings
SEC status approved since Aug 12, 2014
RAUM
$72B
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
0
0 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
53 filings and snapshots on the tape
RAUM$72B as of May 8, 2026
Mar 31, 2015$42B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 8, 2026
Mar 31, 20150 then
Employees (5.A)0 as of May 8, 2026
Mar 31, 201549 then
Private funds2 as of May 8, 2026
Mar 31, 20152 then
RAUM +21% over the last fiscal year+8.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 8, 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
- $1.1BderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%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 vehicles, selection of other advisersreportedItem 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$72B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 66reported
- 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=true 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L••••••• S•••••• S••••••••• M••••• F••• S••• | Hedge Fund | $1.3B | 98 | Feb 26, 2020 |
| L••••••• S•••••• S••••••••• F••• •••• S••• | Hedge Fund | $996M | 48 | Mar 30, 2020 |
| S••••••• P••••••• F••• A••• S•••no longer reported | Real Estate Fund | $879M | 56 | Mar 31, 2017 |
| S••••••• P••••••• F••• A••• S•••no longer reported | Real Estate Fund | $830M | 34 | Mar 30, 2018 |
| A••• P••• L•••no longer reported | Real Estate Fund | $556M | 1 | Mar 30, 2018 |
| P••• L••• C••••• O••••••••• M••••• F•••• L•••no longer reported | Hedge Fund | $173M | 25 | Mar 30, 2012 |
| P••• L••• C••••• O••••••••• F••• •••••••• L•••no longer reported | Hedge Fund | $172M | 25 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• O••••••• E•••••• · Directorcontrolsince 05/2020 · owns less than 5%
- B••••••• N•••••••• J••• C•••••• · Directorcontrolsince 06/2020 · owns less than 5%
- J••••• K•••• · Independent Non-Executive Director / Chairmancontrolsince 06/2019 · owns less than 5%
- P•••• S••••••• E••••• · Chief Financial Officercontrolsince 06/2018 · owns less than 5%
- P•••••• K••••• F•••••• · Independent Non-Executive Directorcontrolsince 03/2024 · owns less than 5%
- R•••••• J•••• · Chief Executive Officer/Directorcontrolsince 10/2023 · owns less than 5%
- S••••• A•••••• M••• R••••• · Independent Non-Executive Directorcontrolsince 12/2016 · owns less than 5%
- S••••• M•••••• · Directorcontrolsince 01/2024 · owns less than 5%
- F••••••••• J••••• · Chief Legal Officersince 06/2022 · owns less than 5%
- S••••••••• R••••••• N•• · Chief Compliance Officersince 03/2019 · owns less than 5%
Entity owners
- J••••••• A•••• M••••••••• I••••••••• L•••••• · Shareholderdirect · owns 75% or more
- J••••••• A•••• M••••••••• H••••••• I••• · Shareholderindirect · owns 75% or more of J••••••• A•••• M••••••••• I••••••••• L••••••
- J••••••• C•••• • C•• · Shareholderindirect · owns 75% or more of J••••••• C•••• H••••••• L•• · public reporting company
- J••••••• C•••• H••••••• L•• · Shareholderindirect · owns 75% or more of J••••••• A•••• M••••••••• H••••••• I•••
Related persons
Schedule D 7.A
- J••• M••••• G• ••••• G•• L••••••pooled vehicle sponsorn
- J••• M••••• G• G• L•pooled vehicle sponsorn
- J••• M••••• I••••••••• M••••••••• I•••investment adviserbankpooled vehicle sponsorLP sponsornRAUM $3519B
- J•••• R• G• 2• L••••••pooled vehicle sponsorn
- J•••• R• G• 3• •••••• L••••••pooled vehicle sponsorn
- J•••• R• G• 3• L•pooled vehicle sponsorn
- J•••• R• G• 4• •••••• L••••••pooled vehicle sponsorn
- J•••• R• G• 4• L••••••pooled vehicle sponsorn
- J••••••• A•••• M••••••••• ••• L••••••investment adviserbankpooled vehicle sponsornRAUM $484B
- J••••••• C•••• B•••• N•••investment adviserbankpooled vehicle sponsorCPO or CTAn
Advisers that list J••••••• F•••• L•••••• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 67 to 66Jan 13, 2026 to Mar 31, 2026
- Pooled vehicle clients · 24 to 23Jan 13, 2026 to Mar 31, 2026
- Discretionary RAUM · $60B to $72BJan 13, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $60B to $72BJan 13, 2026 to Mar 31, 2026
- RAUM · $60B to $72BJan 13, 2026 to Mar 31, 2026
- Accounts · 69 to 67Mar 27, 2024 to Mar 27, 2025
- Pooled vehicle clients · 31 to 24Mar 27, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 27, 2025
- HQ state · unset to Mar 27, 2024 to Mar 27, 2025
- Discretionary RAUM · $60B to $60BMar 27, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $60B to $60BMar 27, 2024 to Mar 27, 2025
- RAUM · $60B to $60BMar 27, 2024 to Mar 27, 2025
- Accounts · 71 to 69Jan 29, 2024 to Mar 27, 2024
- Pooled vehicle clients · 33 to 31Jan 29, 2024 to Mar 27, 2024
- Discretionary RAUM · $57B to $60BJan 29, 2024 to Mar 27, 2024
- Pooled vehicle RAUM · $57B to $60BJan 29, 2024 to Mar 27, 2024
- RAUM · $57B to $60BJan 29, 2024 to Mar 27, 2024
- Accounts · 72 to 71Jan 20, 2023 to Mar 29, 2023
- Pooled vehicle clients · 34 to 33Jan 20, 2023 to Mar 29, 2023
- Discretionary RAUM · $69B to $57BJan 20, 2023 to Mar 29, 2023
- Pooled vehicle RAUM · $69B to $57BJan 20, 2023 to Mar 29, 2023
- RAUM · $69B to $57BJan 20, 2023 to Mar 29, 2023
- Business name · J••• M••••• A•••• M••••••••• to J••••••• F•••• L••••••Mar 29, 2023 to Mar 29, 2023
- Accounts · 71 to 72Jul 6, 2021 to Mar 29, 2022
- Advisory activities · 1 to 2Jul 6, 2021 to Mar 29, 2022
- Pooled vehicle clients · 33 to 34Jul 6, 2021 to Mar 29, 2022
- Discretionary RAUM · $64B to $69BJul 6, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $64B to $69BJul 6, 2021 to Mar 29, 2022
- RAUM · $64B to $69BJul 6, 2021 to Mar 29, 2022
- Accounts · 76 to 71Feb 17, 2021 to Mar 30, 2021
- Advisory employees · 4 to 0Feb 17, 2021 to Mar 30, 2021
- Pooled vehicle clients · 34 to 33Feb 17, 2021 to Mar 30, 2021
- Employees · 49 to 0Feb 17, 2021 to Mar 30, 2021
- Discretionary RAUM · $56B to $64BFeb 17, 2021 to Mar 30, 2021
- Pooled vehicle RAUM · $56B to $64BFeb 17, 2021 to Mar 30, 2021
- RAUM · $56B to $64BFeb 17, 2021 to Mar 30, 2021
- Accounts · 61 to 76Feb 28, 2020 to Mar 30, 2020
- Pooled vehicle clients · 29 to 34Feb 28, 2020 to Mar 30, 2020
- Employees · 58 to 49Feb 28, 2020 to Mar 30, 2020
- Private funds · 1 to 2Feb 28, 2020 to Mar 30, 2020
Signals
14 dated events
- F•••••• K•••• P••••• (Independent Non-Executive Director) appeared on Schedule A of J••••••• F•••• L••••••Mar 27, 2024 · Control person joined · fact
- M•••••• S•••• (Director) appeared on Schedule A of J••••••• F•••• L••••••Jan 29, 2024 · Control person joined · fact
- J•••• R••••• (Chief Executive Officer/Director) appeared on Schedule A of J••••••• F•••• L••••••Oct 23, 2023 · Control person joined · fact
- M•••••• A••••• L•••• (Director/Chief Executive Officer) no longer on Schedule A of J••••••• F•••• L•••••• (listed 2022-11-04, absent 2023-01-20)Jan 20, 2023 · Control person left · inference
- Macdonald P•••••• T•••••• (Director/Chief Executive Officer) no longer on Schedule A of J••••••• F•••• L•••••• (listed 2020-10-23, absent 2020-12-16)Dec 16, 2020 · Control person left · inference
- O•••••• B•••••• (Director) appeared on Schedule A of J••••••• F•••• L••••••Jul 8, 2020 · Control person joined · fact
- N••••••• B•••••• (Executive Director) appeared on Schedule A of J••••••• F•••• L••••••Jul 8, 2020 · Control person joined · fact
- J••••••• F•••• L•••••• reported RAUM $56.3B, up 87% from $30.2B (2020-02-28 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Kate J•••• (Director) appeared on Schedule A of J••••••• F•••• L••••••Mar 30, 2020 · Control person joined · fact
- J••••••• F•••• L•••••• reported RAUM $30.2B, down 57% from $69.9B (2018-11-19 to 2019-03-31)Mar 31, 2019 · RAUM change · derived
- M•••••• A••••• L•••• (Director) appeared on Schedule A of J••••••• F•••• L••••••Mar 31, 2019 · Control person joined · fact
- J•••• Daniel Watkins (Director /Chief Operations Officer/Managing Director) no longer on Schedule A of J••••••• F•••• L•••••• (listed 2018-11-19, absent 2019-03-31)Mar 31, 2019 · Control person left · inference
- J••••••• F•••• L•••••• reported RAUM $69.9B, up 119% from $31.9B (2018-01-02 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
- J••••••• F•••• L•••••• filed its initial SEC registration (Form ADV)Jul 3, 2014 · 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
- Firm profile
- linkedin.com/company/jpmorganassetmanagementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- am.jpmorgan.com/us/en/asset-managementreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +44 207 742 6000reportedpublic record, Form ADV, May 8, 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
Across the graphs
J••••••• F•••• L•••••• is the same institution as 1 record in Real Estate Funds.
Real 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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