JUPITER ASSET MANAGEMENT LIMITED
Firm details
- Headquarters
- LONDON,
- CRD number
- 306863
- Registered since
- June 3, 2021
- Website
- www.jupiteram.com
- Custodians
- BNYM, STATE STREET BANK AND TRUST COMPANY, BNP PARIBAS SECURITIES CORP., CITI PRIVATE BANK, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles84.42%
- Other Investment Advisers10.28%
- State / Municipal Government3.17%
- Pension & Profit Sharing Plans1.61%
- Banking / Thrift Institutions0.45%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Jupiter Asset Management Limited is organized as a corporation and operates as a hedge-fund–style investment adviser serving primarily institutional clients. The firm is SEC-registered (since 2021) and reports a fee mix that includes percentage-of-AUM and performance-based components. Its advisory mandate emphasizes portfolio management for pooled investment vehicles and for businesses or institutional investors, and it acts in sponsor/GP and other manager roles for pooled vehicles. The firm also identifies as an active ESG investor. The firm is not positioned as a capital allocator in the private-capital sense; instead it manages client capital through pooled vehicles and institutional mandates. Its regulatory and operational footprint includes activity consistent with commodity pool/CTA functions and sponsor/manager responsibilities for private funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities95%
- Sovereign Bonds2%
- Private Funds2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4Catherine Carter
Chief Compliance OfficerCRD 7651294
Piers Hillier
Chief Investment OfficerCRD 8246736
WAYNE MEPHAM
Chief Financial & Operating OfficerCRD 7346955
Contacts
2 of 2Thomas Owen
Head of LegalCRD 7951451
Tracey Kinsella
Human Resources DirectorCRD 7651291
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$3.7M in ETFs
100%
$3.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI INDIA ETF (INDA) | BlackRock | Passive | India Equity | $3.7M | 80,000 | 100.00% |
Location
LONDON, null
Location
LONDON, null
Headquartered in LONDON, null.
- Address
- The Zig Zag Building
- Office locations
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