J.P. Morgan Private Investments Inc.

RIASEC RegisteredEst. 1992

Total AUM

$470B

Discretionary

$413B

88% of AUM

Avg account

$368K

Accounts

1,278,255

Employees

758

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 110186
Registered since: May 15, 1992
Website: www.jpmorgan.com
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: HNWI33.84%
Individuals32%
Investment Companies27.82%
Pooled Investment Vehicles4.18%
Corporations / Businesses1.83%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

J.P. Morgan Private Investments Inc. is a corporate manager that operates a mix of hedge, private equity and real estate strategies alongside pooled investment vehicles. The firm serves both individual/family and institutional clients and conducts portfolio management across individual, pooled and institutional mandates. It also engages in selecting and overseeing sub-advisers and operates as a commodity pool operator/CTA in addition to other sponsor and broker-dealer activities. Fee arrangements include asset-based and performance-linked components, and the firm identifies as an active ESG investor.