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. 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Paul Zummo

    Chief Investment OfficerCRD 2589858

Contacts

3 of 5
  • Brian Burke

    Brian Burke

    Executive DirectorCRD 4554615

  • Randy Wachtel

    Portfolio ManagerCRD 8151381

  • Brandon Robinson

    Brandon Robinson

    Deputy HeadCRD 5708180

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 2,229

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