J.P. Morgan Alternative Asset Management, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 20989
- Registered since
- February 22, 1991
- Website
- am.jpmorgan.com
- Custodians
- J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles33.66%
- Other Investment Advisers32.72%
- Other14.77%
- Sovereign Wealth Funds6.38%
- Pension & Profit Sharing Plans5.18%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
J.P. Morgan Alternative Asset Management, Inc. operates as the alternatives-focused arm within the J.P. Morgan ecosystem, managing and advising pooled vehicles and bespoke mandates across hedge funds, private equity and other non-traditional strategies. The firm serves both individual/family and institutional clients, providing portfolio management for individuals, pooled investment vehicles and institutions, plus pension consulting and manager selection services. Its compensation mix includes asset-based fees and performance fees, and it is flagged as an active ESG investor. Regulatory and operational activity includes CPO/CTA functions and affiliations with broker-dealer, banking, trust and pension consulting entities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds98%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
1 of 1
Paul Zummo
Chief Investment OfficerCRD 2589858
Contacts
3 of 5
Brian Burke
Executive DirectorCRD 4554615
Randy Wachtel
Portfolio ManagerCRD 8151381

Brandon Robinson
Deputy HeadCRD 5708180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2,229Active vs passive
$358B in ETFs
84%
$299B
11%
$58.7B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $28.9B | 45,790,886 | 8.08% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 270 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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