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.
SEC-registered adviser
Jpmorgan Alternative Asset Management
Legal name J.P. Morgan Alternative Asset Management, Inc.
Latest filing Jul 16, 2026
First filing on the tape Nov 30, 2011 · 61 filings
SEC status approved since Feb 22, 1991
RAUM
$30B
reported, Item 5.F
Discretionary
61%
of RAUM
Private clients
2.6%
$783M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
86
26 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
15
reported on Schedule D
History
61 filings and snapshots on the tape
RAUM$30B as of Jul 16, 2026
Mar 30, 2012$8.4B then
HNW client RAUM$783M as of Jul 16, 2026
Mar 29, 2019$154M then
State-registered IARs (5.B.3)0 as of Jul 16, 2026
Mar 30, 20120 then
Employees (5.A)86 as of Jul 16, 2026
Mar 28, 201372 then
Private funds15 as of Jul 16, 2026
Mar 30, 201227 then
RAUM +36% over the last fiscal year+18% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 16, 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
- $15.3MderivedHNW RAUM over HNW clients
- Average account
- $79.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 61%derivedof RAUM
- Institutional
- 16%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
- +36%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +31%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consulting, selection of other advisers, otherreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- a related person acts as qualified custodian (9.D.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$10B39%
- Other investment advisers$9.7B38%
- Sovereign wealth funds$1.9B7.5%
- Pension and profit-sharing plans$1.5B6.1%
- High-net-worth individuals$783M3.1%
- Insurance companies$638M2.5%
- Charitable organizations$580M2.3%
- State and municipal entities$96.4M0.4%
- Corporations and businesses$72.0M0.3%
- Individual clients
- 0reported
- HNW clients
- 51reported
- Pension plan clients
- 12reported
- Charitable clients
- 23reported
- Accounts
- 375reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.03 fund_share=0.66 institutional_share=0.16 related_bd=true related_bank=true bd_reps=15.0derived
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
49 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Omni Spc, Ltd | Hedge Fund | $4.9B | 366 | Mar 30, 2012 |
| Elan Fund LP | Hedge Fund | $821M | 2 | Mar 27, 2015 |
| Opportunistic Access Master Fund, LP | Hedge Fund | $362M | 10 | Mar 31, 2022 |
| 475 Fund, Ltd. | Hedge Fund | $138M | 1 | Mar 31, 2014 |
| Select Credit Opportunities Offshore Fund I, L.P. | Private Equity Fund | $100M | 2 | Mar 29, 2019 |
| Opportunistic Access Feeder Fund, Ltd. | Hedge Fund | $99.8M | 99 | Mar 31, 2022 |
| Jpmorgan Hedge Fund Spc - Capital Cycle Segregated Portfoliono longer reported | Other Private Fund | $34.4M | 4 | Mar 30, 2012 |
| Emerging Opportunities Fund Spc, Ltd. - Ms Segregated Portfolio | Hedge Fund | $29.4M | 23 | Mar 30, 2023 |
| JP Morgan Hedge Fund Spc (16 Spcs)no longer reported | Hedge Fund | $25.0M | 130 | Jun 29, 2012 |
| Epp Distressed Debt Fund | Hedge Fund | $23.3M | 1 | Mar 29, 2018 |
| Multi-Strategy Fund II, Ltd. | Hedge Fund | $21.0M | 108 | Mar 30, 2012 |
| JP Morgan Hedge Fund Spc - Access Dec10no longer reported | Hedge Fund | $7.4M | 8 | Mar 30, 2012 |
| Offshore Opportunity Hub Fund Ltd.no longer reported | Hedge Fund | $4.5M | 2 | Mar 30, 2012 |
| Offshore Opportunity Fund Spcno longer reported | Hedge Fund | $3.7M | 864 | Mar 30, 2012 |
| Mmac Holdings Cs Ltd.no longer reported | Hedge Fund | $3.5M | 1 | Jan 30, 2015 |
| J.P. Morgan Multi-Manager Strategies Fund - Opportunistic Holdingsno longer reported | Hedge Fund | $3.4M | 655 | Mar 30, 2012 |
| Multi-Strategy Fund II, L.P. | Hedge Fund | $3.1M | 22 | Mar 30, 2012 |
| Funds Holding Spc, Ltd.- Msfii Dec19 Segregated Portfolio | Hedge Fund | $2.4M | 6 | Mar 31, 2021 |
| J.P. Morgan Multi-Manager Strategies Fund - Diversified Holdingsno longer reported | Hedge Fund | $2.2M | 496 | Mar 30, 2012 |
| JP Morgan Hedge Fund Spc - Access Spv Mar 09no longer reported | Hedge Fund | $1.9M | 13 | Mar 30, 2012 |
| JP Morgan Hedge Fund Spc -Access Spv Dec 10no longer reported | Hedge Fund | $1.7M | 22 | Mar 31, 2014 |
| JP Morgan Hedge Fund Spc - Access Spv Jun 09no longer reported | Hedge Fund | $1.7M | 30 | Mar 30, 2012 |
| Msf II LP Dec10-A L.L.Cno longer reported | Hedge Fund | $1.1M | 57 | Mar 30, 2012 |
| Msfiilp Jun09 LLCno longer reported | Hedge Fund | $1.0M | 55 | Mar 30, 2012 |
| Focused Opportunity Fund, Ltd | Hedge Fund | $902,913 | 2 | Mar 27, 2015 |
| J.P. Morgan Alpha Fund, Ltd.no longer reported | Hedge Fund | $854,196 | 5 | Mar 30, 2012 |
| Msfiilp Dec08 LLCno longer reported | Hedge Fund | $705,008 | 39 | Mar 30, 2012 |
| Msfiilp Mar09 LLCno longer reported | Hedge Fund | $630,892 | 19 | Mar 30, 2012 |
| JP Morgan Hedge Fund Spc - Msf Ltdii Spv Mar 09no longer reported | Hedge Fund | $630,447 | 18 | Mar 30, 2012 |
| JP Morgan Hedge Fund Spc-Access Spv Mar 09no longer reported | Hedge Fund | $470,506 | 13 | Mar 31, 2014 |
| JP Morgan Hedge Fund Spc -Access Spv Jun09no longer reported | Hedge Fund | $445,145 | 30 | Mar 31, 2014 |
| JP Morgan Hedge Fund Spc - Alpha Jun 09no longer reported | Hedge Fund | $409,906 | 2 | Mar 30, 2012 |
| J.P. Morgan Incubator Fund, L.P.no longer reported | Hedge Fund | $329,317 | 11 | Mar 30, 2012 |
| Machine Learning Fund, Ltd. | Hedge Fund | $279,289 | 1 | Mar 30, 2020 |
| JP Morgan Hedge Fund Spc - Access Spv Dec 08no longer reported | Hedge Fund | $246,657 | 9 | Mar 30, 2012 |
| JP Morgan Hedge Fund Spc - Msf Ltdii Spv Jun 09no longer reported | Hedge Fund | $242,284 | 8 | Apr 22, 2013 |
| Opportunity Fund L.P.no longer reported | Hedge Fund | $170,322 | 0 | Mar 30, 2012 |
| Jpmorgan Focus Fund, Ltd.no longer reported | Hedge Fund | $146,671 | 2 | Mar 30, 2012 |
| JP Morgan Hedge Fund Spc - Msf Ltd Spv Dec 08no longer reported | Hedge Fund | $141,180 | 11 | Mar 30, 2012 |
| JP Morgan Hedge Fund Spc - Msf Ltd Spv Mar 09no longer reported | Hedge Fund | $135,432 | 12 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Joseph Brian Burke · Directorcontrolsince 12/2019 · owns less than 5%
- Daniel Debord · Directorcontrolsince 10/2020 · owns less than 5%
- Joseph Thomas Divuolo · Chief Financial Officer/Managing Director/Chief Administrative Officercontrolsince 04/2003 · owns less than 5%
- Mathias Brandon Robinson · Directorcontrolsince 12/2020 · owns less than 5%
- David Kirk Rule · Chief Compliance Officercontrolsince 03/2016 · owns less than 5%
- Anthony Paul Zummo · Chief Investment Officer/Directorcontrolsince 03/2006 · owns less than 5%
Entity owners
- Jpmorgan Asset Management Holdings Inc. · Shareholderdirect · owns 75% or more
- Jpmorgan Chase & Co. · Shareholderindirect · owns 75% or more of Jpmorgan Chase Holdings LLC · public reporting company
- Jpmorgan Chase Holdings LLC · Shareholderindirect · owns 75% or more of Jpmorgan Asset Management Holdings Inc.
Related persons
Schedule D 7.A
- J.P. Morgan (Suisse) Sacustodiann
- J.P. Morgan Asset Management (Japan) Limitedinvestment adviserpooled vehicle sponsorn
- J.P. Morgan Institutional Investmentsbroker-dealernRAUM $14B
- J.P. Morgan Investment Management Inc.investment adviserbankpooled vehicle sponsorLP sponsornRAUM $3519B
- J.P. Morgan Secustodiann
- J.P. Morgan Securities LLCbroker-dealerinvestment advisertrust companyLP sponsorCPO or CTAreal estatenRAUM $430B
- Jpmorgan Asset Management (Canada) Inc.investment adviserpooled vehicle sponsorn
- Jpmorgan Asset Management (Europe) S.A R.L.investment adviserpooled vehicle sponsorn
- Jpmorgan Asset Management (Singapore) Limitedinvestment advisern
- Jpmorgan Asset Management (Uk) Limitedinvestment adviserbankpooled vehicle sponsornRAUM $484B
- Jpmorgan Chase Bank, N.A.investment adviserbankpooled vehicle sponsorCPO or CTAcustodiann
- Jpmorgan Funds (Asia) Ltdinvestment adviserpooled vehicle sponsorn
- Security Capital Research & Management Incorporatedinvestment adviserpooled vehicle sponsorLP sponsornRAUM $3.3B
Advisers that list Jpmorgan Alternative Asset Management as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY23 employees
- Los Angeles, CA1 employees
What changed
consecutive filings, newest first
- Accounts · 309 to 375Aug 25, 2025 to Mar 31, 2026
- Advisory employees · 25 to 26Aug 25, 2025 to Mar 31, 2026
- Charity clients · 18 to 23Aug 25, 2025 to Mar 31, 2026
- HNW clients · 39 to 51Aug 25, 2025 to Mar 31, 2026
- Pooled vehicle clients · 31 to 30Aug 25, 2025 to Mar 31, 2026
- Employees · 64 to 86Aug 25, 2025 to Mar 31, 2026
- Private funds · 14 to 15Aug 25, 2025 to Mar 31, 2026
- Discretionary RAUM · $13B to $18BAug 25, 2025 to Mar 31, 2026
- HNW RAUM · $596M to $783MAug 25, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $9.0B to $11BAug 25, 2025 to Mar 31, 2026
- Pension RAUM · $2.2B to $1.5BAug 25, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $5.0B to $10BAug 25, 2025 to Mar 31, 2026
- RAUM · $22B to $30BAug 25, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jul 21, 2025
- Private funds · 18 to 14Mar 28, 2025 to Jul 21, 2025
- Accounts · 287 to 309Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 24 to 25Mar 28, 2024 to Mar 28, 2025
- Advisory activities · 5 to 6Mar 28, 2024 to Mar 28, 2025
- BD registered reps · 16 to 15Mar 28, 2024 to Mar 28, 2025
- Charity clients · 27 to 18Mar 28, 2024 to Mar 28, 2025
- Corporate clients · 3 to 4Mar 28, 2024 to Mar 28, 2025
- HNW clients · 60 to 39Mar 28, 2024 to Mar 28, 2025
- Individual clients · unset to 0.0Mar 28, 2024 to Mar 28, 2025
- Pension plan clients · 11 to 12Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 26 to 31Mar 28, 2024 to Mar 28, 2025
- Employees · 59 to 64Mar 28, 2024 to Mar 28, 2025
- Private funds · 15 to 18Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $11B to $13BMar 28, 2024 to Mar 28, 2025
- HNW RAUM · $678M to $596MMar 28, 2024 to Mar 28, 2025
- Individual RAUM · unset to 0.0Mar 28, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $8.0B to $9.0BMar 28, 2024 to Mar 28, 2025
- Pension RAUM · $2.1B to $2.2BMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $4.1B to $5.0BMar 28, 2024 to Mar 28, 2025
- RAUM · $19B to $22BMar 28, 2024 to Mar 28, 2025
- Accounts · 257 to 287Jul 20, 2023 to Mar 28, 2024
- BD registered reps · 8 to 16Jul 20, 2023 to Mar 28, 2024
- Charity clients · 23 to 27Jul 20, 2023 to Mar 28, 2024
- Corporate clients · 2 to 3Jul 20, 2023 to Mar 28, 2024
- HNW clients · 42 to 60Jul 20, 2023 to Mar 28, 2024
- Pooled vehicle clients · 24 to 26Jul 20, 2023 to Mar 28, 2024
Signals
8 dated events
- Jpmorgan Alternative Asset Management reported RAUM $29.7B, up 36% from $21.8B (2025-08-25 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Jpmorgan Alternative Asset Management reported RAUM $17.3B, up 26% from $13.7B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Elisabeth Jennifer Mcgrew (Director) no longer on Schedule A of Jpmorgan Alternative Asset Management (listed 2020-11-06, absent 2021-01-05)Jan 5, 2021 · Control person left · inference
- Mathias Brandon Robinson (Director) appeared on Schedule A of Jpmorgan Alternative Asset ManagementJan 5, 2021 · Control person joined · fact
- Daniel Debord (Director) appeared on Schedule A of Jpmorgan Alternative Asset ManagementNov 6, 2020 · Control person joined · fact
- Teresa Lisa Vicital (Director/Global Head Of Product & Platform) no longer on Schedule A of Jpmorgan Alternative Asset Management (listed 2020-10-23, absent 2020-11-06)Nov 6, 2020 · Control person left · inference
- Thomas Richard Madsen (Director) no longer on Schedule A of Jpmorgan Alternative Asset Management (listed 2019-07-17, absent 2019-12-18)Dec 18, 2019 · Control person left · inference
- Joseph Brian Burke (Director) appeared on Schedule A of Jpmorgan Alternative Asset ManagementDec 18, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Jpmorgan Alternative Asset Management · Independent Sponsorsshared crd · capital_provider
- Jpmorgan Alternative Asset Management · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- AM.JPMORGAN.COM/US/INSTITUTIONAL/HOMEreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 800-343-1113reportedpublic record, Form ADV, Jul 16, 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