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••••••• P•••••••• L••
Latest filing Aug 4, 2026
First filing on the tape Dec 21, 2017 · 23 filings
SEC status approved since Jan 19, 2018
RAUM
$588M
reported, Item 5.F
Discretionary
9.6%
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
16
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
6
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$588M as of Aug 4, 2026
Mar 7, 2019$353M then
HNW client RAUM$0 as of Aug 4, 2026
Mar 7, 2019$0 then
State-registered IARs (5.B.3)0 as of Aug 4, 2026
Mar 7, 20190 then
Employees (5.A)16 as of Aug 4, 2026
Mar 7, 20199 then
Private funds6 as of Aug 4, 2026
Mar 7, 20192 then
RAUM -28% over the last fiscal year-19% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 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
- $98.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 9.6%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
- -28%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
- 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$588M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 6reported
- 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
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W•••• E•••• A•••• P••••••••• L••• | Other Private Fund | $499M | 2 | Mar 30, 2020 |
| P••••••• J•• L••• | Other Private Fund | $487M | 2 | Aug 12, 2020 |
| F• L••• S••••••••• D•• | Other Private Fund | $209M | 2 | Jan 10, 2019 |
| M••••• L••• | Other Private Fund | $185M | 2 | May 18, 2018 |
| C••••••• I••••••••• A• L••• | Other Private Fund | $167M | 1 | Mar 30, 2022 |
| P•••••• N•• L••• | Other Private Fund | $16.2M | 1 | Nov 12, 2020 |
| P•••••• F•• L••• | Other Private Fund | $10.2M | 1 | Nov 12, 2020 |
| P•••••• C•• L••• | Other Private Fund | $4.6M | 1 | Nov 12, 2020 |
| J•• F•••• L•• | Other Private Fund | $1.8M | 12 | Mar 30, 2022 |
Owners and control persons
Schedule A and B, latest filing
- A••••• K••••••• A•••• · Chief Financial Officercontrolsince 12/2019 · owns less than 5%
- M•••••••• D••••• E••• · Managing Membercontrolsince 09/2016 · owns 75% or more
- S•••••••• O••• R•••• · Chief Compliance Officercontrolsince 12/2017 · owns less than 5%
- W•• H••••• S• · Membercontrolsince 10/2017 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- , 2 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $822,593,777 to $588,389,751 (-28.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +8.0% (673 comparable advisers, 7.0th percentile of changes)peers: asset managers, $500M to $1B (673) · 6.5% percentile
What changed
consecutive filings, newest first
- Accounts · 7 to 6Dec 5, 2025 to Mar 31, 2026
- Pooled vehicle clients · 7 to 6Dec 5, 2025 to Mar 31, 2026
- Discretionary RAUM · $64.4M to $56.4MDec 5, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $758M to $532MDec 5, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $823M to $588MDec 5, 2025 to Mar 31, 2026
- RAUM · $823M to $588MDec 5, 2025 to Mar 31, 2026
- Accounts · 9 to 7Feb 26, 2025 to Mar 31, 2025
- Pooled vehicle clients · 9 to 7Feb 26, 2025 to Mar 31, 2025
- Financial planning clients · unset to Feb 26, 2025 to Mar 31, 2025
- Private funds · 9 to 6Feb 26, 2025 to Mar 31, 2025
- Discretionary RAUM · $78.1M to $64.4MFeb 26, 2025 to Mar 31, 2025
- Non-discretionary RAUM · $882M to $758MFeb 26, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $960M to $823MFeb 26, 2025 to Mar 31, 2025
- RAUM · $960M to $823MFeb 26, 2025 to Mar 31, 2025
- HQ city · NEW YORK to W•••• PLAINSApr 30, 2024 to Sep 3, 2024
- Discretionary RAUM · $78.2M to $78.1MMar 31, 2024 to Apr 30, 2024
- Non-discretionary RAUM · $882M to $882MMar 31, 2024 to Apr 30, 2024
- Pooled vehicle RAUM · $960M to $960MMar 31, 2024 to Apr 30, 2024
- RAUM · $960M to $960MMar 31, 2024 to Apr 30, 2024
- Employees · 17 to 16Mar 29, 2023 to Mar 31, 2024
- Discretionary RAUM · $79.8M to $78.2MMar 29, 2023 to Mar 31, 2024
- Non-discretionary RAUM · $1.0B to $882MMar 29, 2023 to Mar 31, 2024
- Pooled vehicle RAUM · $1.1B to $960MMar 29, 2023 to Mar 31, 2024
- RAUM · $1.1B to $960MMar 29, 2023 to Mar 31, 2024
- Discretionary RAUM · $93.2M to $79.8MJul 8, 2022 to Mar 29, 2023
- Non-discretionary RAUM · $1.1B to $1.0BJul 8, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $1.2B to $1.1BJul 8, 2022 to Mar 29, 2023
- RAUM · $1.2B to $1.1BJul 8, 2022 to Mar 29, 2023
- Accounts · 7 to 9Nov 12, 2021 to Mar 30, 2022
- Pooled vehicle clients · 7 to 9Nov 12, 2021 to Mar 30, 2022
- Assets in custody · 496483139.0 to unsetNov 12, 2021 to Mar 30, 2022
- Custody of client assets · true to falseNov 12, 2021 to Mar 30, 2022
- HQ city · unset to NEW YORKNov 12, 2021 to Mar 30, 2022
- HQ state · unset to NYNov 12, 2021 to Mar 30, 2022
- Private funds · 7 to 9Nov 12, 2021 to Mar 30, 2022
- Discretionary RAUM · $72.4M to $93.2MNov 12, 2021 to Mar 30, 2022
- Non-discretionary RAUM · $854M to $1.1BNov 12, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $926M to $1.2BNov 12, 2021 to Mar 30, 2022
- RAUM · $926M to $1.2BNov 12, 2021 to Mar 30, 2022
- Advisory employees · 2 to 3Nov 12, 2020 to Mar 17, 2021
Signals
5 dated events
- J••• M••••••• P•••••••• L•• reported RAUM $588.4M, down 28% from $822.6M (2025-12-05 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- J••• M••••••• P•••••••• L•• reported RAUM $1.2B, up 33% from $926.0M (2021-11-12 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- J••• M••••••• P•••••••• L•• reported RAUM $847.1M, up 140% from $352.9M (2019-05-21 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Ahmed Khurrum Ajazi (Chief Financial Officer) appeared on Schedule A of J••• M••••••• P•••••••• L••Mar 30, 2020 · Control person joined · fact
- J••• M••••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Dec 21, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- J••• M••••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Website
- J•••M•••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-433-4324reportedpublic record, Form ADV, Aug 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