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JAG CAPITAL MANAGEMENT LLC
CRD 159227File 801-72799
APPROVED
Retail clients
Custody
Filing as of May 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.90B
Top 25% of cohort (national)
Discretionary AUM
$1.82B
Non-discretionary $77.9M
Clients
455
1,675 accounts
Employees
21
Top 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 26, 2011
- Principal office
- 1610 DES PERES RD, STE 120, ST. LOUIS, MO, 63131
- Phone
- 314-997-1277
- Website
- HTTP://WWW.JAGCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.90B
- Discretionary AUM
- $1.82B
- Non-discretionary AUM
- $77.9M
- Discretionary accounts
- 1,565
- Non-discretionary accounts
- 110
- Total accounts
- 1,675
- AUM per client
- $4.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $131.5M |
| Insurance companies | Fewer than 5 | $165.4M |
| Investment companies | 1 | $45.2M |
| Charitable organizations | 42 | $523.4M |
| High net worth individuals | 101 | $351.3M |
| Pension and profit sharing plans | 11 | $222.8M |
| Individuals (other than high net worth individuals) | 284 | $69.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,068 | 455 | decreased by613 |
| Apr 1, 2026 | Employees | 20 | 21 | increased by1 |
| Apr 1, 2026 | Clients | 964 | 1,068 | increased by104 |
| Apr 1, 2026 | AUM | $1,695,603,314 | $1,901,987,149 | increased by$206,383,835 |
| Apr 1, 2026 | Accounts | 1,530 | 1,675 | increased by145 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 20 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,706 | 964 | decreased by742 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,752,538,133 | $1,695,603,314 | decreased by$56,934,819 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,707 | 1,530 | decreased by177 |
| Aug 1, 2022 | Employees | 27 | 26 | decreased by1 |
| Aug 1, 2022 | Clients | 876 | 1,706 | increased by830 |
| Aug 1, 2022 | AUM | $2,123,790,320 | $1,752,538,133 | decreased by$371,252,187 |
| Aug 1, 2022 | Accounts | 1,621 | 1,707 | increased by86 |
| Aug 1, 2021 | Employees | 26 | 27 | increased by1 |
| Aug 1, 2021 | Clients | 1,052 | 876 | decreased by176 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JAG CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JAG CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.