JPMORGAN ALTERNATIVE ASSET MANAGEMENT other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm
- Pension consultant


Number of Employees:

59 5.36%

of those in investment advisory functions:

24


Registration:

SEC, Approved, 2/22/1991

AUM:

18,801,287,206 3.79%

of that, discretionary:

10,845,556,739 0.02%

Private Fund GAV:

6,428,083,108 17.06%

Avg Account Size:

65,509,712 -7.06%

% High Net Worth:

22.39% 20.47%


SMA’s:

YES

Private Funds:

15 1

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
11B 9B 8B 6B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Inflation Trend is Still One of Moderation: JPMorgan's Berro - Bloomberg
03/11/2024

Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management, says despite the hot CPI number in January, the trend for inflation is ...

Bloomberg

Top 10 Hedge Funds in the USA - TechnologyHQ
03/01/2024

As the asset management arm of JPMorgan Chase, this hedge fund giant manages a diverse range of investment strategies. JPMorgan Asset Management's ...

technologyhq.org

JPMorgan Asset Management quits climate action group
02/15/2024

JPMAM’s move is latest exit from an environmental investing coalition amid pressure from US Republicans

Financial Times

Watch JPMorgan Asset Management's Hui on Fed - Bloomberg
02/14/2024

Tai Hui, APAC Chief Market Strategist at JPMorgan Asset Management says he expects the Federal Reserve to start lowering rates mid-year with three ...

Bloomberg

The Data That Will Prompt the Fed to Cut Rates - Bloomberg.com
02/12/2024

Priya Misra, JPMorgan Asset Management portfolio manager, discusses the key factors that will influence US monetary policy during the first half ...

Bloomberg

Watch Bloomberg Real Yield 01/19/2024
01/19/2024

Sonali Basak highlights the market-moving news you need to know. Guests today include, Lafayette College CIO Krishna Memani, JPMorgan Asset ...

Bloomberg


Private Funds Structure

Fund Type Count GAV
Hedge Fund 11 $6,327,801,349
Private Equity Fund 4 $100,281,759

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Private Funds



Employees




Brochure Summary

Overview

Advisory Business A. General Description of Advisory Firm This Brochure relates to the investment advisory services offered by J.P. Morgan Alternative Asset Management, Inc. (“JPMAAM” or the “Adviser”). JPMAAM is registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser pursuant to the Investment Advisers Act of 1940, as amended (the “Advisers Act”). JPMAAM, together with Bear Stearns Asset Management Inc., Campbell Global, LLC, 55I, LLC, Highbridge Capital Management, LLC, J.P. Morgan Investment Management, Inc., JPMorgan Asset Management (Asia Pacific) Limited, JPMorgan Asset Management (UK) Limited, JPMorgan Funds Limited, Security Capital Research & Management Inc., each an SEC registered investment adviser, various affiliated foreign investment advisers and the asset management division of JPMorgan Chase Bank, N.A. comprise the Asset Management ("AM"), business of J.P. Morgan Asset & Wealth Management ("JPMAWM"). J.P. Morgan Asset Management (“JPMAM”) is the marketing name for the AM businesses of JPMorgan Chase & Co. and its affiliates worldwide (“JPMC”). JPMC is a publicly traded global financial services firm. JPMorgan Asset Management Holdings Inc., which is a subsidiary of JPMC, owns all the common stock of JPMAAM. JPMAAM was incorporated in Delaware on July 2, 1987. B. Description of Advisory Services JPMAAM and its "Affiliates" (as defined in Key Terms) in JPMAM provide a broad range of investment strategies to meet the diverse requirements of their clients' investment needs. JPMAAM provides discretionary and non-discretionary investment management services to institutional and individual investors. JPMAAM acts as investment manager to various domestic and foreign private pooled investment vehicles as well as investment manager to foreign registered funds, including, but not limited to, UCITS funds (each, a “Fund”), and to certain separately managed accounts (each, a “Managed Account”). It also acts as sub-adviser to certain accounts. In its capacity as investment manager or sub-adviser, JPMAAM’s principal services consist of providing investment advice regarding the investment of the assets of each Fund or Managed Account among professionally selected investment vehicles or accounts (the “Investment Vehicles”) that are managed by portfolio managers (the “Portfolio Managers”) which are selected through a due
diligence process. These Portfolio Managers employ, as a group, a variety of investment techniques and strategies. JPMAAM also may provide investment advice regarding JPM Affiliated Funds as described in Item 5E. To a limited extent, JPMAAM, on behalf of certain Funds and Managed Accounts, makes, or, with respect to its non-discretionary clients, may recommend direct investments (“Direct Investments”) in a broad range of securities, markets and instruments other than through Investment Vehicles, including without limitation, for portfolio hedging and to temporarily adjust a Fund’s or Managed Account’s overall market exposure. C. Availability of Customized Services for Individual Clients JPMAAM typically makes or recommends investments for clients in accordance with written investment guidelines or other investment specific documentation agreed with clients for each advisory mandate. Investment services may be tailored for each client’s specific needs and objectives, including restrictions on investing in certain securities or types of securities, strategies, industries or regions of the world, and client accounts have varying business terms, including but not limited to fees charged, investment minimums, redemption rights, information rights and reporting requirements. JPMAAM has procedures and controls to monitor compliance with each client’s specific investment guidelines. JPMAAM also provides investment advice related to the liquidation of assets of Managed Accounts in accordance with written guidelines agreed with clients for each liquidation mandate. Liquidation services may be provided with respect to new or existing client relationships. Where JPMAAM is the investment adviser to a Fund, investment objectives, guidelines and any investment restrictions of the Fund generally are not tailored to the needs of individual investors in those vehicles, but rather are described in the prospectus or other relevant offering document for the vehicle. D. Wrap Fee Programs J.P. Morgan Alternative Asset Management, Inc. Not applicable. E. Assets Under Management As of December 31, 2023, JPMAAM had assets under management in the amounts set forth below: Assets Under Management U.S. Dollar Amount Assets Managed on a Discretionary Basis $10,845,556,739 Assets Managed on a Non-Discretionary Basis $ 7,955,730,467 Total Assets Under Management $18,801,287,206