DFX Intelligence

RIA Intelligence

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SEC-registered adviser

J••• P••••••• M••••••••• L•

Asset manager (funds and pooled vehicles)New York, New YorkCRD 292832SEC 801-128907website IAPD

Latest filing May 29, 2026

First filing on the tape Sep 15, 2023 · 9 filings

SEC status approved since Oct 18, 2023

RAUM

$2.3B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

7 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

9 filings and snapshots on the tape

RAUM$2.3B as of May 29, 2026

Mar 21, 2024$1.8B then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of May 29, 2026

Mar 21, 20240 then

Employees (5.A)19 as of May 29, 2026

Mar 21, 202420 then

Private funds6 as of May 29, 2026

Mar 21, 20246 then

RAUM -4.2% over the last fiscal yearIARs 0 to 0

Practice profile

derived from the filing of May 29, 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: $286MderivedRAUM 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: -4.2%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody: $2.2B, 6 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)
receives research or other products from a broker-dealer, soft dollars (8.E)
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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$2.3B100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 8reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $2.2B for 6 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

Every departure Every arrival

Private funds

6 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
J••• S•••••••• I••••••••• B•••••••• M••••• F•••• L•••	Hedge Fund	$1.3B	86	Mar 28, 2018
J• I•• L•	Hedge Fund	$288M	3	Mar 30, 2017
J••• S•••••• S••••••••• I••••••••• L••	Hedge Fund	$98.7M	1	Mar 28, 2018
J••• S•••••••• I••••••••• F••• I•• L•	Hedge Fund	$88.5M	2	Feb 20, 2020
J••• S•••••••• I••••••••• F••• V•••• L•	Hedge Fund	$46.6M	3	Feb 27, 2019
J••• S•••••• S••••••••• I••••••••• I•• L••	Hedge Fund	$23.6M	1	Mar 28, 2018

Owners and control persons

Schedule A and B, latest filing

F•••••••• J••••••• · Partner, Chief Legal Officer & Chief Compliance Officer | Limited Partnercontrol
since 01/2021 · owns 5% to 10%
G•••••••• K••••• G••••• · Partner | Limited Partnercontrol
since 12/2017 · owns 10% to 25%
O••••••• S••••• D•••• · Managing Partner | Limited Partnercontrol
since 01/2011 · owns 10% to 25%
R••••••••• B••••• S••••• · Founder & Executive Chairman | Limited Partnercontrol
since 09/2010 · owns 25% to 50%
O••••••• S••••• D•••• · Managing Membercontrol
since 01/2023 · owns 25% to 50% of J••• P••••••• M••••••••• G•• L••
R••••••••• B••••• S••••• · Senior Managing Membercontrol
since 07/2010 · owns 25% to 50% of J••• P••••••• M••••••••• G•• L••
H•••••• R•••• M•••••• · Chief Financial Officer
since 05/2021 · owns less than 5%
Y••••• J••• H••• · Chief Operating Officer
since 01/2016 · owns less than 5%

Entity owners

J••• P••••••• M••••••••• G•• L•• · General Partner
direct · owns less than 5%
C••••• H•••••••• I••• · Member
indirect · owns 75% or more of C••••• H•••••••• L•• · public reporting company
C••••• H•••••••• L•• · S•••••• Limited Partner
direct · owns 10% to 25%

Related persons

Schedule D 7.A

J••• P••••••• C••••••• L••
investment adviserbankpooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

Palm Beach, FL2 employees

What changed

consecutive filings, newest first

Accounts · 7 to 8
Feb 26, 2026 to Mar 27, 2026
Advisory employees · 8 to 7
Feb 26, 2026 to Mar 27, 2026
Pooled vehicle clients · 7 to 8
Feb 26, 2026 to Mar 27, 2026
Assets in custody · $2.3B to $2.2B
Feb 26, 2026 to Mar 27, 2026
Employees · 20 to 19
Feb 26, 2026 to Mar 27, 2026
Discretionary RAUM · $2.4B to $2.3B
Feb 26, 2026 to Mar 27, 2026
Pooled vehicle RAUM · $2.4B to $2.3B
Feb 26, 2026 to Mar 27, 2026
RAUM · $2.4B to $2.3B
Feb 26, 2026 to Mar 27, 2026
Private funds · 5 to 6
Sep 15, 2025 to Feb 26, 2026
Accounts · 8 to 7
Oct 22, 2024 to Mar 27, 2025
Advisory employees · 9 to 8
Oct 22, 2024 to Mar 27, 2025
Pooled vehicle clients · 8 to 7
Oct 22, 2024 to Mar 27, 2025
Assets in custody · $1.7B to $2.3B
Oct 22, 2024 to Mar 27, 2025
Financial planning clients · unset to
Oct 22, 2024 to Mar 27, 2025
Private funds · 6 to 5
Oct 22, 2024 to Mar 27, 2025
Discretionary RAUM · $1.8B to $2.4B
Oct 22, 2024 to Mar 27, 2025
Pooled vehicle RAUM · $1.8B to $2.4B
Oct 22, 2024 to Mar 27, 2025
RAUM · $1.8B to $2.4B
Oct 22, 2024 to Mar 27, 2025
Other offices · 0 to 1
Mar 21, 2024 to Oct 22, 2024
Assets in custody · $1.4B to $1.7B
Oct 16, 2023 to Mar 21, 2024
Discretionary RAUM · $1.5B to $1.8B
Oct 16, 2023 to Mar 21, 2024
Pooled vehicle RAUM · $1.5B to $1.8B
Oct 16, 2023 to Mar 21, 2024
RAUM · $1.5B to $1.8B
Oct 16, 2023 to Mar 21, 2024

Signals

2 dated events

J••• P••••••• M••••••••• L• reported RAUM $2.4B, up 30% from $1.8B (2024-10-22 to 2025-03-27)
Mar 27, 2025 · RAUM change · derived
J••• P••••••• M••••••••• L• filed its initial SEC registration (Form ADV)
Sep 15, 2023 · 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•••PARTNERS.COMreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 212-455-0900reportedpublic record, Form ADV, May 29, 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