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Last updated on Aug. 14, 2019
    • $130.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 602K
    • $216.3K
      Estimated Average Account Balance


Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.


Current Advisors

# of advisors


name start date
Gregory Michael Adamczyk
November 2018
John C. Roche
December 2017
Sarah Ann Wheeler
November 2016
Kyle Steven Magnus
July 2014
Rylan Philip Folts
May 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Bear Stearns Asset Management Inc. IAR $174,466,450
    J.P. Morgan Asset Management IAR $30,153,102,512
    J.P. Morgan Institutional Investments Inc. Broker-Dealer $13,584,563,899
    J.P. Morgan Private Investments Inc. IAR $134,835,184,801
    Jf International Management Inc. IAR $471,827,920
    Jpmorgan Alternative Asset Management IAR $11,313,227,672
    Jpmorgan Chase Bank N.A. -- --
    Jpmorgan Distribution Services, Inc. Broker-Dealer --
    Security Capital Research & Management Incorporated IAR $3,728,042,709



      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Mitchell Howard Harris Chief Operating Officer August, 2019 less than 5%
      Jeremy Ross Geller Elected Manager And Member December, 2018 less than 5%
      Eric David Tepper Elected Manager And Member August, 2017 less than 5%
      Christopher Leo Harvey Elected Manager And Member May, 2017 less than 5%
      Eric John Sr Stein Elected Manager And Member July, 2014 less than 5%
      Matthew Lloyd Cherwin Elected Manager And Member July, 2014 less than 5%
      Robert Cullum Holmes Elected Manager And Member March, 2013 less than 5%
      Jason Edwin Sippel Ceo & Chairman January, 2013 less than 5%
      Jeremy S Bell Chief Compliance Officer December, 2015 less than 5%
      William Howard Freilich Chief Legal Officer May, 2013 less than 5%
      Patrick Paul Dempsey Treasurer August, 2013 less than 5%
      James Michael Collins Chief Financial Officer June, 2008 less than 5%
        Source: SEC


        Types of Compensation Arrangements

        • Percentage Of Assets
        • Other