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JPMORGAN ALTERNATIVE ASSET MANAGEMENT

Legal name: J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC.

CRD 20989File 801-38319
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$29.73B
Top 10% of cohort (national)
Discretionary AUM
$18.24B
Non-discretionary $11.50B
Clients
130
375 accounts
Employees
86
Top 10% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Feb 22, 1991
Principal office
270 PARK AVENUE, NEW YORK, NY, 10017-2014
Phone
800-343-1113

Assets & accounts

ADV Item 5F
Total regulatory AUM
$29.73B
Discretionary AUM
$18.24B
Non-discretionary AUM
$11.50B
Discretionary accounts
270
Non-discretionary accounts
105
Total accounts
375
AUM per client
$228.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$72.0M
Non-U.S. personsFewer than 5$1.90B
Insurance companiesFewer than 5$637.9M
Charitable organizations23$579.9M
Other investment advisersFewer than 5$9.73B
High net worth individuals51$782.6M
Pooled investment vehicles30$10.01B
Pension and profit sharing plans12$1.54B
State or municipal government entitiesFewer than 5$96.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
Yes
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11A1
  • Q11A2
  • Q11C1
  • Q11C2
  • Q11C4
  • Q11C5
  • Q11D2
  • Q11D4

Filed changes

DateFieldFromTo
Aug 17, 2026Clients329130
Aug 12, 2026RegistrationAPPROVED

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.