JUPITER ASSET MANAGEMENT LIMITED

CRD 306863File 801-121221

APPROVED

Custody

Disclosure events

Filing as of Sep 29, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$68.22B

Top 10% of cohort (national)

Discretionary AUM

$68.22B

Clients

98 accounts

Employees

408

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: Jun 3, 2021
Principal office: THE ZIG ZAG BUILDING, 70 VICTORIA STREET, LONDON, SW1E 6SQ
Phone: 44 20 3817 1000
Website: https://www.jupiteram.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $68.22B
Discretionary AUM: $68.22B
Non-discretionary AUM: $0
Discretionary accounts: 98
Non-discretionary accounts: 0
Total accounts: 98
AUM per client: $696.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$43.7M
Other investment advisers	17	$7.02B
Pooled investment vehicles	72	$57.60B
Banking or thrift institutions	Fewer than 5	$303.8M
Pension and profit sharing plans	Fewer than 5	$1.10B
State or municipal government entities	Fewer than 5	$2.17B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — DISTRIBUTION COSTS
Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

Q11
Q11D2
Q11D4

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	529	408	decreased by121
Apr 1, 2026	Clients	71	98	increased by27
Apr 1, 2026	AUM	$46,185,448,483	$68,223,400,265	increased by$22,037,951,782
Apr 1, 2026	Accounts	71	98	increased by27
Dec 1, 2025 vs May 1, 2025	Custody	No	Yes
May 1, 2025 vs Oct 1, 2022	Employees	582	529	decreased by53
May 1, 2025 vs Oct 1, 2022	Clients	104	71	decreased by33
May 1, 2025 vs Oct 1, 2022	AUM	$57,682,620,380	$46,185,448,483	decreased by$11,497,171,897
May 1, 2025 vs Oct 1, 2022	Accounts	104	71	decreased by33
Apr 1, 2022	Employees	616	582	decreased by34
Apr 1, 2022	Clients	110	104	decreased by6
Apr 1, 2022	AUM	$56,812,133,364	$57,682,620,380	increased by$870,487,016
Apr 1, 2022	Accounts	110	104	decreased by6
Jul 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “JUPITER ASSET” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JUPITER ASSET” 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.