JUPITER ASSET MANAGEMENT LIMITED

RIASEC RegisteredEst. 2021
Total AUM
$68.2B
Discretionary
$68.2B
100% of AUM
Avg account
$696M
Accounts
98
Employees
408
Advisory reps
6

Firm details

Headquarters
LONDON,
CRD number
306863
Registered since
June 3, 2021
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Sovereign Bonds 2%, Private Funds 2%, Cash & Cash Equivalents 1%95%
  • Exchange Traded Equities95%
  • Sovereign Bonds2%
  • Private Funds2%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 4
  • Catherine Carter

    Chief Compliance OfficerCRD 7651294

  • Piers Hillier

    Chief Investment OfficerCRD 8246736

  • WAYNE MEPHAM

    Chief Financial & Operating OfficerCRD 7346955

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Contacts

2 of 2
  • Thomas Owen

    Head of LegalCRD 7951451

  • Tracey Kinsella

    Human Resources DirectorCRD 7651291

Wealth teams

FINTRX

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 1

Active vs passive

$3.7M in ETFs

Passive

100%

$3.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI INDIA ETF (INDA)BlackRockPassiveIndia Equity$3.7M80,000100.00%

Location

Primary office

LONDON, null

Location

LONDON, null

Headquartered in LONDON, null.

Address
The Zig Zag Building
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth