Data / Investment advisers / New York / J.P. Morgan Private Investments Inc.
J.P. Morgan Private Investments Inc., New York, NY: $470 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
J.P. Morgan Private Investments Inc. is an SEC registered investment adviser with its main office in New York, New York and reports $470 billion in regulatory assets under management in its Form ADV filed October 8, 2026. Its clients include high net worth individuals, individuals and investment companies. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 75 private funds.
The request: Watch J.P. Morgan Private Investments Inc. (CRD number 110186): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 110186
- SEC file number
- 801-41088
- SEC status
- Approved, effective May 15, 1992
- Main office
- 270 Park Avenue, New York, NY 10017
- Phone
- (212) 464-2070
- Website
- jpmorgan.com
- Regulatory AUM
- $469,980,115,033 in the Form ADV filed October 8, 2026
- Discretionary AUM
- $412,928,367,071
- Non discretionary AUM
- $57,051,747,962
- Accounts
- 1,278,255
- Employees
- 758, of which 96 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 75: 57 private equity funds, 10 hedge funds, 8 real estate funds
- Gross assets of private funds
- $19,306,361,004
- Other offices
- 5
- Form ADV Item 11 disclosures
- Reported: criminal actions, SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 299,091 | $159.03 billion |
| Individuals (other than high net worth individuals) | 963,550 | $150.39 billion |
| Investment companies | 12 | $130.74 billion |
| Pooled investment vehicles | 76 | $19.65 billion |
| Corporations or other businesses | 14,143 | $8.62 billion |
| Pension and profit sharing plans | 1,303 | $985.9 million |
| Charitable organizations | 79 | $568.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $469.98 billion | March 31, 2026 |
| December 1, 2025 | $375.63 billion | October 9, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Blackrock Advisors, LLC | New York | $1.10 trillion | Not listed | adviserinfo.sec.gov |
| Millennium Management LLC | New York | $720.85 billion | 10 | adviserinfo.sec.gov |
| Apollo Capital Management, L.P. | New York | $718.48 billion | 714 | adviserinfo.sec.gov |
| Morgan Stanley Investment Management Inc. | New York | $702.25 billion | 14 | adviserinfo.sec.gov |
| UBS Asset Management (Americas) LLC | New York | $588.22 billion | 139 | adviserinfo.sec.gov |
| J.P. Morgan Securities LLC | New York | $429.69 billion | Not listed | adviserinfo.sec.gov |
| BNY Mellon Investment Adviser, Inc. | New York | $419.46 billion | 5 | adviserinfo.sec.gov |
| Kohlberg Kravis Roberts & Co. L.P. | New York | $399.90 billion | 630 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with Over $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- J.P. Morgan Private Investments Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.