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••• G••••• L••
Latest filing Jul 1, 2026
First filing on the tape May 1, 2024 · 8 filings
SEC status approved since May 31, 2024
RAUM
$32B
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
427
240 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
2
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$32B as of Jul 1, 2026
Apr 14, 2025$19B then
HNW client RAUM$0 as of Jul 1, 2026
Apr 14, 2025$0 then
State-registered IARs (5.B.3)0 as of Jul 1, 2026
Apr 14, 20250 then
Employees (5.A)427 as of Jul 1, 2026
Apr 14, 2025265 then
Private funds2 as of Jul 1, 2026
Apr 14, 20251 then
RAUM +67% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jul 1, 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
- $4.0BderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +67%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 vehiclesreportedItem 5.G
- Custody
- $32B, 8 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)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$32B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $32B for 8 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
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J••• G••••• M••••• F••• L•• | Hedge Fund | $5.9B | 69 | Sep 27, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• J•••••••• L••• E•••••• · Chief Operating Officercontrolsince 09/2023 · owns less than 5%
- C•••• M••••••• S•••••• · Chief Technology Officercontrolsince 09/2023 · owns less than 5%
- G•••••••• N•••• C•••••• · General Counsel And Chief Compliance Officercontrolsince 10/2023 · owns less than 5%
- H••••••••• S••••••• H••• · Chief Risk Officercontrolsince 01/2024 · owns less than 5%
- H••••••••• J••••• D••••• · Chief Marketing Officercontrolsince 07/2023 · owns less than 5%
- J•••• R•••••• N•• · Chief Executive Officercontrolsince 07/2023 · owns less than 5%
- J•••• R•••••• N•• · Managing Membercontrolsince 08/2023 · owns 75% or more of J••• H••••••• L••
Entity owners
- J••• H••••••• L•• · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- J••• G••••• G• L••investment adviserbankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $19,421,123,878 to $32,392,342,398 (+67.0%) between the annual amendments of 2025-04-14 and 2026-03-31; the peer median change was +15.0% (470 comparable advisers, 93.0th percentile of changes)peers: asset managers, $20B and over (470) · 93% percentile
- employee count surgeChange between filings · filing Mar 31, 2026employees (Item 5.A) moved from 265.0 to 427.0 (+61.0%) between the annual amendments of 2025-04-14 and 2026-03-31; the peer median change was +3.0% (461 comparable advisers, 98.0th percentile of changes)peers: asset managers, $20B and over (461) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 4 to 8Feb 26, 2026 to Mar 31, 2026
- Advisory employees · 139 to 240Feb 26, 2026 to Mar 31, 2026
- Pooled vehicle clients · 4 to 8Feb 26, 2026 to Mar 31, 2026
- Assets in custody · $19B to $32BFeb 26, 2026 to Mar 31, 2026
- Employees · 265 to 427Feb 26, 2026 to Mar 31, 2026
- Discretionary RAUM · $19B to $32BFeb 26, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $19B to $32BFeb 26, 2026 to Mar 31, 2026
- RAUM · $19B to $32BFeb 26, 2026 to Mar 31, 2026
- Private funds · 1 to 2Oct 7, 2025 to Feb 26, 2026
- Financial planning clients · unset to Apr 14, 2025 to Jul 22, 2025
- Advisory employees · 103 to 139Sep 27, 2024 to Apr 14, 2025
- Assets in custody · $5.9B to $19BSep 27, 2024 to Apr 14, 2025
- Employees · 209 to 265Sep 27, 2024 to Apr 14, 2025
- Other offices · 0 to 2Sep 27, 2024 to Apr 14, 2025
- Discretionary RAUM · $5.9B to $19BSep 27, 2024 to Apr 14, 2025
- Pooled vehicle RAUM · $5.9B to $19BSep 27, 2024 to Apr 14, 2025
- RAUM · $5.9B to $19BSep 27, 2024 to Apr 14, 2025
- Accounts · unset to 4.0May 1, 2024 to Sep 27, 2024
- Advisory employees · 35 to 103May 1, 2024 to Sep 27, 2024
- Pooled vehicle clients · 0 to 4May 1, 2024 to Sep 27, 2024
- Assets in custody · unset to 5913494171.0May 1, 2024 to Sep 27, 2024
- Custody of client assets · false to trueMay 1, 2024 to Sep 27, 2024
- Employees · 70 to 209May 1, 2024 to Sep 27, 2024
- Private funds · unset to 1May 1, 2024 to Sep 27, 2024
- Discretionary RAUM · unset to 5913494171.0May 1, 2024 to Sep 27, 2024
- Non-discretionary RAUM · unset to 0.0May 1, 2024 to Sep 27, 2024
- Pooled vehicle RAUM · $0 to $5.9BMay 1, 2024 to Sep 27, 2024
- RAUM · unset to 5913494171.0May 1, 2024 to Sep 27, 2024
Signals
3 dated events
- J••• G••••• L•• reported RAUM $32.4B, up 67% from $19.4B (2026-02-26 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- J••• G••••• L•• reported RAUM $19.4B, up 228% from $5.9B (2024-09-27 to 2025-04-14)Apr 14, 2025 · RAUM change · derived
- J••• G••••• L•• filed its initial SEC registration (Form ADV)May 1, 2024 · 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
- jainglobal.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (212) 671-4163reportedpublic record, Form ADV, Jul 1, 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