AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $60.2 |
Non-Discretionary | $0.0 |
Total | $60.2 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $60.2 |
Institutional | $0.0 |
Total | $60.2 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.0 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
J.P. MORGAN INVESTMENT MANAGEMENT INC. | $2,549.1 | 107038 | |
JPMORGAN ASSET MANAGEMENT (UK) LIMITED | $365.7 | 135960 | |
JPMAM RE GP 3 (SCOTS) LIMITED | $0.0 | - | |
J.P. MORGAN G2 GP LP | $0.0 | - | |
JPMAM RE GP 4 LIMITED | $0.0 | - | |
JPMAM RE GP 2 LIMITED | $0.0 | - | |
JPMAM RE GP 3 LP | $0.0 | - | |
J.P. MORGAN G2 (SCOTS GP) LIMITED | $0.0 | - | |
JPMORGAN CHASE BANK, N.A. | $0.0 | trust company | - |
JPMAM RE GP 4 (SCOTS) LIMITED | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
14 active
Name | Title |
---|---|
SMITH, ARTHUR, MARK RUSTON | INDEPENDENT NON-EXECUTIVE DIRECTOR |
POND, STEPHEN, EDWARD | CHIEF FINANCIAL OFFICER |
STUART-RECKLING, RICHARD, NMN | CHIEF COMPLIANCE OFFICER |
JONES, KATIE | INDEPENDENT NON-EXECUTIVE DIRECTOR / CHAIRMAN |
BENNETT, O'BRIEN, EZEKIAL | DIRECTOR |
BLOXHAM, NICHOLAS, JOHN CROAGER | DIRECTOR |
FASTENAEKELS, JEROEN | CHIEF LEGAL OFFICER |
REEVES, JAMES | CHIEF EXECUTIVE OFFICER/DIRECTOR |
SMITH, MALCOLM | DIRECTOR |
PROOTH, KAREN, FRANCES | INDEPENDENT NON-EXECUTIVE DIRECTOR |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $60.2 | $0.0 | 0% | 0 | 0 | 0% |
2024-04-02 | $60.2 | $0.0 | 0% | 0 | 0 | 0% |
2023-04-04 | $56.9 | $3.3 | 6% | 0 | 0 | 0% |
2022-04-01 | $69.4 | -$9.2 | -13% | 0 | 0 | 0% |
2021-04-05 | $63.6 | -$3.4 | -5% | 0 | 0 | 0% |
2020-04-01 | $56.3 | $3.9 | 7% | 49 | -49 | -100% |
2019-04-01 | $30.2 | $30.1 | 100% | 58 | -58 | -100% |
2018-04-02 | $69.9 | -$9.6 | -14% | 66 | -66 | -100% |
2017-04-01 | $31.9 | $28.4 | 89% | 62 | -62 | -100% |
2016-04-01 | $32.5 | $27.7 | 85% | 52 | -52 | -100% |
2015-04-01 | $41.8 | $18.4 | 44% | 49 | -49 | -100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV