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•••••••••
Legal name J• M••••••••• L••
Latest filing May 6, 2026
First filing on the tape Jun 1, 2021 · 12 filings
SEC status approved since Jun 2, 2021
RAUM
$5.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
8.8%
$437M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
25
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
19
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$5.0B as of May 6, 2026
Mar 29, 2022$532M then
HNW client RAUM$437M as of May 6, 2026
Mar 28, 2024$41.8M then
State-registered IARs (5.B.3)0 as of May 6, 2026
Mar 29, 20220 then
Employees (5.A)25 as of May 6, 2026
Mar 29, 20228 then
Private funds19 as of May 6, 2026
Mar 29, 202211 then
RAUM +14% over the last fiscal year+76% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 6, 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
- $146MderivedHNW RAUM over HNW clients
- Average account
- $102MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 49%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
- +14%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 pooled vehicles, otherreportedItem 5.G
- Custody
- yesreportedItem 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Insurance companies$2.2B43%
- Pooled investment vehicles$2.1B43%
- High-net-worth individuals$437M8.8%
- Sovereign wealth funds$254M5.1%
- Individual clients
- n/areported
- HNW clients
- 3reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 49reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.09 fund_share=0.43 institutional_share=0.49 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
38 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| 3•• P• C•• H••••• L•• | Real Estate Fund | $356M | 27 | Mar 28, 2024 |
| S••••••• P•• L••no longer reported | Real Estate Fund | $236M | 1 | Mar 31, 2023 |
| 6••• S••••• C•• H••••• L•• | Real Estate Fund | $205M | 20 | Mar 29, 2022 |
| J•• C••• F••• I• L• | Real Estate Fund | $188M | 22 | Mar 31, 2023 |
| P•••••• J• H••••••• I• L••no longer reported | Securitized Asset Fund | $146M | 2 | Jun 1, 2021 |
| G• J• I••••••• L•• | Real Estate Fund | $130M | 19 | Mar 31, 2023 |
| 2•• P• C•• H••••• L•• | Real Estate Fund | $100M | 9 | Mar 31, 2023 |
| J•• M• C•• L•• | Real Estate Fund | $75.0M | 25 | Feb 2, 2024 |
| S••••••• P••• I••••••• L••no longer reported | Securitized Asset Fund | $72.8M | 1 | Mar 29, 2022 |
| S•• J• I••••••• L•• | Real Estate Fund | $55.5M | 18 | Mar 31, 2023 |
| 9••• S• H••••• L•• | Real Estate Fund | $45.3M | 25 | Feb 2, 2024 |
| 6••• S••••• C•• H••••• I• L•• | Real Estate Fund | $41.2M | 19 | Feb 2, 2024 |
| S••••••• P••• C•• L••no longer reported | Real Estate Fund | $35.0M | 1 | Mar 31, 2023 |
| S••••••• P•• L••no longer reported | Real Estate Fund | $30.8M | 1 | Mar 31, 2023 |
| S••• C•• I••••••• L•• | Real Estate Fund | $30.0M | 6 | Mar 31, 2023 |
| S••••••• P•• L••no longer reported | Real Estate Fund | $25.3M | 1 | Mar 31, 2023 |
| S••••••• P•• L••no longer reported | Real Estate Fund | $24.0M | 1 | Mar 31, 2023 |
| R•••• C•• H••••• L•• | Real Estate Fund | $21.8M | 2 | Mar 31, 2023 |
| 2•• P• C•• I•• L•• | Real Estate Fund | $20.0M | 3 | Feb 2, 2024 |
| S••••••• P••• I••••••• L••no longer reported | Real Estate Fund | $14.1M | 1 | Mar 31, 2023 |
| S••••••• J•• C•• I••••••• L•• | Real Estate Fund | $13.9M | 9 | Mar 31, 2023 |
| S••••••• J•• C• I••••••• L•• | Real Estate Fund | $12.8M | 5 | Mar 31, 2023 |
| S••••••• P•• L••no longer reported | Real Estate Fund | $12.6M | 1 | Mar 31, 2023 |
| C•• C•• I• L••no longer reported | Real Estate Fund | $10.0M | 1 | Mar 31, 2023 |
| S••••••• M• V• L••no longer reported | Securitized Asset Fund | $6.5M | 2 | Jun 1, 2021 |
| C•• C•• I••••••• L•• | Real Estate Fund | $5.8M | 11 | Mar 31, 2023 |
| 4•••••• J• L•• | Real Estate Fund | $4.9M | 7 | Feb 2, 2024 |
| J• C•• I••••••• L•• | Real Estate Fund | $1.2M | 5 | Mar 31, 2023 |
| S••••••• J•• C••• I••••••• I• L••no longer reported | Real Estate Fund | $1.2M | 4 | Mar 31, 2023 |
| D••• I••••••• L•• | Real Estate Fund | $502,852 | 11 | Mar 31, 2023 |
| M•••••• L••no longer reported | Securitized Asset Fund | $242,613 | 3 | Jun 1, 2021 |
| 1••• P••• A••••• C•• H••••• L••no longer reported | Securitized Asset Fund | $28,178 | 3 | Jun 1, 2021 |
| 1•• S•••••• C•• H••••• L••no longer reported | Securitized Asset Fund | $22,607 | 3 | Jun 1, 2021 |
| M•• C•• H••••• L•• | Real Estate Fund | $22,417 | 3 | Mar 29, 2022 |
| S••••••• P••• C•• L••no longer reported | Securitized Asset Fund | $15,039 | 1 | Jun 1, 2021 |
| D••• V••••• J• I••••••• I• L•• | Real Estate Fund | $4,924 | 21 | Feb 2, 2024 |
| P•••••• J• H••••••• I• L•• | Real Estate Fund | $1,270 | 2 | Jun 1, 2021 |
| D••• V••••• J• I••••••• L•• | Real Estate Fund | $53 | 11 | Mar 29, 2022 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• J••••• M••••• · Chief Compliance Officercontrolsince 01/2023 · owns less than 5%
- I••••••• J•••• P••••• · Partner / Membercontrolsince 09/2014 · owns 50% to 75%
- N•••••• V••• T•••• · Partner / Membercontrolsince 09/2014 · owns 50% to 75%
Related persons
Schedule D 7.A
- J• P••••••• L••pooled vehicle sponsorn
- J•• C•• G• L••pooled vehicle sponsorn
- S••• F••• P••••••• X•••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 50 to 49Jun 5, 2025 to Mar 27, 2026
- Advisory employees · 10 to 13Jun 5, 2025 to Mar 27, 2026
- Pooled vehicle clients · 36 to 33Jun 5, 2025 to Mar 27, 2026
- Employees · 17 to 25Jun 5, 2025 to Mar 27, 2026
- Private funds · 21 to 19Jun 5, 2025 to Mar 27, 2026
- Discretionary RAUM · $4.4B to $5.0BJun 5, 2025 to Mar 27, 2026
- HNW RAUM · $490M to $437MJun 5, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.8B to $2.1BJun 5, 2025 to Mar 27, 2026
- RAUM · $4.4B to $5.0BJun 5, 2025 to Mar 27, 2026
- Financial planning clients · 0 to 0May 21, 2025 to Jun 5, 2025
- Accounts · 34 to 50Oct 16, 2024 to Mar 27, 2025
- Advisory employees · 8 to 10Oct 16, 2024 to Mar 27, 2025
- HNW clients · 2 to 3Oct 16, 2024 to Mar 27, 2025
- Pooled vehicle clients · 22 to 36Oct 16, 2024 to Mar 27, 2025
- Custody of client assets · false to trueOct 16, 2024 to Mar 27, 2025
- Employees · 14 to 17Oct 16, 2024 to Mar 27, 2025
- Other offices · 1 to 0Oct 16, 2024 to Mar 27, 2025
- Private funds · 22 to 21Oct 16, 2024 to Mar 27, 2025
- Discretionary RAUM · $2.8B to $4.4BOct 16, 2024 to Mar 27, 2025
- HNW RAUM · $41.8M to $490MOct 16, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $692M to $1.8BOct 16, 2024 to Mar 27, 2025
- RAUM · $2.8B to $4.4BOct 16, 2024 to Mar 27, 2025
- Assets in custody · $2.4B to $0Jun 3, 2024 to Oct 16, 2024
- Custody of client assets · true to falseJun 3, 2024 to Oct 16, 2024
- Accounts · 33 to 34Feb 2, 2024 to Mar 28, 2024
- HNW clients · unset to 2.0Feb 2, 2024 to Mar 28, 2024
- Pooled vehicle clients · 21 to 22Feb 2, 2024 to Mar 28, 2024
- Assets in custody · $2.4B to $2.4BFeb 2, 2024 to Mar 28, 2024
- Private funds · 21 to 22Feb 2, 2024 to Mar 28, 2024
- Discretionary RAUM · $2.4B to $2.8BFeb 2, 2024 to Mar 28, 2024
- HNW RAUM · unset to 41817937.0Feb 2, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $608M to $692MFeb 2, 2024 to Mar 28, 2024
- RAUM · $2.4B to $2.8BFeb 2, 2024 to Mar 28, 2024
- Accounts · 25 to 33Mar 31, 2023 to Feb 2, 2024
- Pooled vehicle clients · 24 to 21Mar 31, 2023 to Feb 2, 2024
- Assets in custody · $911M to $2.4BMar 31, 2023 to Feb 2, 2024
- Private funds · 24 to 21Mar 31, 2023 to Feb 2, 2024
- Discretionary RAUM · $911M to $2.4BMar 31, 2023 to Feb 2, 2024
- Pooled vehicle RAUM · $911M to $608MMar 31, 2023 to Feb 2, 2024
- RAUM · $911M to $2.4BMar 31, 2023 to Feb 2, 2024
Signals
6 dated events
- J•• M••••••••• reported RAUM $4.4B, up 57% from $2.8B (2024-10-16 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- J•• M••••••••• reported RAUM $2.4B, up 162% from $911.0M (2023-03-31 to 2024-02-02)Feb 2, 2024 · RAUM change · derived
- J•• M••••••••• reported RAUM $911.0M, up 71% from $532.0M (2022-03-29 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Mohsin Jehan Akhtar (Chief Compliance Officer) appeared on Schedule A of J•• M•••••••••Mar 31, 2023 · Control person joined · fact
- Nmn Eric Huynh (Chief Compliance Officer) no longer on Schedule A of J•• M••••••••• (listed 2022-03-29, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- J•• M••••••••• filed its initial SEC registration (Form ADV)Jun 1, 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
- Website
- jvpmgmt.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 607-203-9401reportedpublic record, Form ADV, May 6, 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
- Other adviserderiveda 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•• M••••••••• 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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