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•••••• A•••• M••••••••• L••••••
Latest filing Mar 31, 2026
First filing on the tape Apr 14, 2021 · 16 filings
SEC status approved since Jun 3, 2021
RAUM
$68B
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
408
70 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$68B as of Mar 31, 2026
Mar 29, 2022$58B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20220 then
Employees (5.A)408 as of Mar 31, 2026
Mar 29, 2022582 then
Private funds3 as of Mar 31, 2026
Jul 17, 20253 then
RAUM +48% over the last fiscal year+15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $696MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 4.8%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
- +48%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, 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
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$58B84%
- Other investment advisers$7.0B10%
- State and municipal entities$2.2B3.2%
- Pension and profit-sharing plans$1.1B1.6%
- Banks and thrifts$304M0.4%
- Charitable organizations$43.7M0.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 3reported
- Charitable clients
- 1reported
- Accounts
- 98reported
- 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=0.95 institutional_share=0.05 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••• M••••••• C•••••• · Chief Executive Officercontrolsince 01/2022 · owns less than 5%
- C•••••• C••••••••• E•••••••• · Chief Compliance Officercontrolsince 12/2022 · owns less than 5%
- K•••••••• T••••• · Directorcontrolsince 10/2022 · owns less than 5%
- M•••••• W••••• N•• · Directorcontrolsince 09/2019 · owns less than 5%
- M•••••• M••••••• A••• R••••• · Directorcontrolsince 06/2023 · owns less than 5%
- N••••••••• K•••••••• K••• · Directorcontrolsince 06/2023 · owns less than 5%
- O•••• T•••••• N••••••• · Directorcontrolsince 07/2024 · owns less than 5%
Entity owners
- J•••••• I••••••••• M••••••••• G•••• L•••••• · Shareholderdirect · owns 75% or more
- J•••••• A•••• M••••••••• G•••• L•••••• · Shareholder - Ordinary Sharesindirect · owns 75% or more of K••••••••• A•••• M••••••••• L••••••
- J•••••• F••• M••••••••• G•••• L•••••• · Shareholder - Ordinary Sharesindirect · owns 75% or more of J•••••• A•••• M••••••••• G•••• L••••••
- J•••••• F••• M••••••••• P•• · Shareholder - Ordinary Sharesindirect · owns 75% or more of J•••••• F••• M••••••••• G•••• L••••••
- K••••••••• A•••• M••••••••• L•••••• · Shareholder - Ordinary Sharesindirect · owns 75% or more of J•••••• I••••••••• M••••••••• G•••• L••••••
Related persons
Schedule D 7.A
- J•••••• A•••• M••••••••• ••••••• L••••••investment advisern
- J•••••• A•••• M••••••••• G• L••bankpooled vehicle sponsory
- J•••••• A•••• M••••••••• I••••••••• S•••investment advisery
- J•••••• A•••• M••••••••• U• L••investment advisernRAUM $20.9M
- J•••••• F••• M••••••• L••••••investment advisern
- Old Mutual Global Investorsinvestment adviserbanknRAUM $26B
- J•••••• U••• T•••• M••••••• L••••••investment advisery
- N•• C•••••• L••investment adviseryRAUM $4.1B
Advisers that list J•••••• A•••• M••••••••• L•••••• as a related person
- 310918 n
Offices
Schedule D 1.F, the 25 largest
- Dublin, Ireland1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Mar 31, 2026custody of client assets (Item 9.A): yes on the filing of 2026-01-20, no on the filing of 2026-03-31peers: asset managers, $20B and over (512)
What changed
consecutive filings, newest first
- Accounts · 71 to 98Jan 20, 2026 to Mar 31, 2026
- Advisory employees · 117 to 70Jan 20, 2026 to Mar 31, 2026
- Pooled vehicle clients · 55 to 72Jan 20, 2026 to Mar 31, 2026
- Assets in custody · 10000.0 to unsetJan 20, 2026 to Mar 31, 2026
- Custody of client assets · true to falseJan 20, 2026 to Mar 31, 2026
- Employees · 529 to 408Jan 20, 2026 to Mar 31, 2026
- Discretionary RAUM · $46B to $68BJan 20, 2026 to Mar 31, 2026
- Pension RAUM · $720M to $1.1BJan 20, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $41B to $58BJan 20, 2026 to Mar 31, 2026
- RAUM · $46B to $68BJan 20, 2026 to Mar 31, 2026
- Assets in custody · unset to 10000.0Mar 26, 2025 to Jul 17, 2025
- Custody of client assets · false to trueMar 26, 2025 to Jul 17, 2025
- Financial planning clients · unset to Mar 26, 2025 to Jul 17, 2025
- Private funds · unset to 3Mar 26, 2025 to Jul 17, 2025
- Related bank · false to trueMar 26, 2025 to Jul 17, 2025
- Accounts · 95 to 71Jul 2, 2024 to Mar 26, 2025
- Advisory employees · 121 to 117Jul 2, 2024 to Mar 26, 2025
- Advisory activities · 3 to 2Jul 2, 2024 to Mar 26, 2025
- Charity clients · 3 to 1Jul 2, 2024 to Mar 26, 2025
- Pension plan clients · 10 to 3Jul 2, 2024 to Mar 26, 2025
- Pooled vehicle clients · 53 to 55Jul 2, 2024 to Mar 26, 2025
- Employees · 523 to 529Jul 2, 2024 to Mar 26, 2025
- HQ state · unset to Jul 2, 2024 to Mar 26, 2025
- Other offices · 1 to 0Jul 2, 2024 to Mar 26, 2025
- Discretionary RAUM · $50B to $46BJul 2, 2024 to Mar 26, 2025
- Pension RAUM · $661M to $720MJul 2, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $38B to $41BJul 2, 2024 to Mar 26, 2025
- RAUM · $50B to $46BJul 2, 2024 to Mar 26, 2025
- Related bank · true to falseJul 2, 2024 to Mar 26, 2025
- Accounts · 101 to 95Jun 5, 2023 to Mar 27, 2024
- Advisory employees · 127 to 121Jun 5, 2023 to Mar 27, 2024
- Pooled vehicle clients · 61 to 53Jun 5, 2023 to Mar 27, 2024
- Employees · 542 to 523Jun 5, 2023 to Mar 27, 2024
- Discretionary RAUM · $45B to $50BJun 5, 2023 to Mar 27, 2024
- Pension RAUM · $432M to $661MJun 5, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $36B to $38BJun 5, 2023 to Mar 27, 2024
- RAUM · $45B to $50BJun 5, 2023 to Mar 27, 2024
- Other offices · 0 to 1Mar 29, 2023 to Jun 5, 2023
- Advisory employees · 116 to 127Jan 4, 2023 to Mar 29, 2023
- Pension plan clients · 12 to 10Jan 4, 2023 to Mar 29, 2023
Signals
15 dated events
- J•••••• A•••• M••••••••• L•••••• reported RAUM $68.2B, up 48% from $46.2B (2026-01-20 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- N••••••• T••••• O••• (Director) appeared on Schedule A of J•••••• A•••• M••••••••• L••••••Jul 2, 2024 · Control person joined · fact
- J••••• A••••• H••••••••• (Director) no longer on Schedule A of J•••••• A•••• M••••••••• L•••••• (listed 2024-05-15, absent 2024-06-27)Jun 27, 2024 · Control person left · inference
- A••• R••••• M•••••• M••••• (Director) appeared on Schedule A of J•••••• A•••• M••••••••• L••••••Mar 27, 2024 · Control person joined · fact
- K••• K••••••• N••••••••• (Director) appeared on Schedule A of J•••••• A•••• M••••••••• L••••••Mar 27, 2024 · Control person joined · fact
- J•••••• A•••• M••••••••• L•••••• reported RAUM $39.0B, down 32% from $57.7B (2022-03-29 to 2023-01-04)Jan 4, 2023 · RAUM change · derived
- T••••• K••••••• (Director) appeared on Schedule A of J•••••• A•••• M••••••••• L••••••Jan 4, 2023 · Control person joined · fact
- J••••• A••••• H••••••••• (Director) appeared on Schedule A of J•••••• A•••• M••••••••• L••••••Jan 4, 2023 · Control person joined · fact
- E•••••••• C•••••••• C••••• (Chief Compliance Officer) appeared on Schedule A of J•••••• A•••• M••••••••• L••••••Jan 4, 2023 · Control person joined · fact
- Grace Katharine Dryer (Director) no longer on Schedule A of J•••••• A•••• M••••••••• L•••••• (listed 2022-03-29, absent 2023-01-04)Jan 4, 2023 · Control person left · inference
- Veronica Wendy Christina Lazenby (Chief Compliance Officer) no longer on Schedule A of J•••••• A•••• M••••••••• L•••••• (listed 2022-03-29, absent 2023-01-04)Jan 4, 2023 · Control person left · inference
- Vernon R••••• Parker (Director) no longer on Schedule A of J•••••• A•••• M••••••••• L•••••• (listed 2021-09-03, absent 2022-03-29)Mar 29, 2022 · Control person left · inference
- Brian Stephen Pearson (Director) no longer on Schedule A of J•••••• A•••• M••••••••• L•••••• (listed 2021-09-03, absent 2022-03-29)Mar 29, 2022 · Control person left · inference
- Charles M•••••• Beesley (Chief Investment Officer & Director) appeared on Schedule A of J•••••• A•••• M••••••••• L••••••Mar 29, 2022 · Control person joined · fact
- J•••••• A•••• M••••••••• L•••••• filed its initial SEC registration (Form ADV)Apr 14, 2021 · 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/jupiter-asset-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- jupiteram.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 44 20 3817 1000reportedpublic record, Form ADV, Mar 31, 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