J.P. Morgan Alternative Asset Management, Inc.

RIASEC RegisteredEst. 1991
Total AUM
$29.7B
Discretionary
$18.2B
61% of AUM
Avg account
$79.3M
Accounts
375
Employees
86
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
20989
Registered since
February 22, 1991
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

FINTRX

Overview

J.P. Morgan Alternative Asset Management, Inc. is the alternatives-focused investment affiliate within the J.P. Morgan franchise. Registered with the SEC in 1991 and organized as a corporation, the firm operates as a multi-strategy manager that runs hedge funds and private equity vehicles while also serving as a commodity pool operator/CTA. Its client base spans high‑net‑worth individuals and family clients as well as institutional investors. Compensation mixes percentage-of-AUM and performance-based fees. The firm lists active ESG investing among its practices and offers advisory services across individual portfolios, pooled investment vehicles, institutional mandates and pension consulting, including selection of other advisers. It sits inside a broader financial ecosystem that includes broker-dealer, banking, trust, futures commission merchant and insurance affiliations and participates as sponsor or manager of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 98%, Cash & Cash Equivalents 1%, Other 1%98%
  • 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

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 2,225

Active vs passive

$358B in ETFs

Passive

84%

$299B

Active

11%

$58.7B

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$28.9B45,790,8868.08%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth