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JAG CAPITAL MANAGEMENT LLC
CRD 159227File 801-72799
APPROVED
Retail clients
Custody
Filing as of May 21, 2026
Feed vintage Aug 17, 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
- https://x.com/JAG_CAPM
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1068 | 455 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.