Jpmorgan Funds Limited (London)

Name: Jpmorgan Funds Limited
Address: 60 Victoria Embankment, London, Ec4 Y 0 Jp
Telephone: +44 207 742 6000

Jpmorgan Funds Limited is a large advisory firm based in London. It manages $30.15 billion of regulatory assets for 61 client accounts. It has been registered with the SEC as an adviser since 2014.

Jpmorgan Funds Limited provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jpmorgan Funds Limited: assets under management

The assets under management (AUM) of Jpmorgan Funds Limited is $30.15 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1150% since the beginning of its operation, and $30.15 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $30.15 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $494.31 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jpmorgan Funds Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jasper Berens serves?

The only and largest group of clients of Jasper Berens is pooled investment vehicles with 29 clients and $30.15 billion of assets under management. Among the 7 most similar advisory firms, Jpmorgan Funds Limited has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $30.15 billion for 29 clients. 100% of the firm’s clients are foreign persons or businesses.

Jpmorgan Funds Limited also advises several private funds. Namely, two hedge funds and one real estate fund. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $10,000,000.

Careers at Jpmorgan Funds Limited

The company employs 58 people that are either part- or full-time employees. 7 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jasper Berens has been acting as President since 1 Jan 2013. Stephen Nmn Pond joined the executive team most recently as the Director/Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jpmorgan Asset Management Marketing Limited	Parent	1 May 1965	75% - 100%	foreign
Daniel James Watkins	Director /chief operations officer	1 Jan 2010	Other	6178182
Tanaquil Mcdowall	Director / cfo	1 Jan 2010	Other	6360533
Tanaquil Jane Mcdowall	Director / cfo	1 Jan 2010	Other	6360533
Jonathan P.R. White	Head of legal/managing director	1 Aug 2010	Other	5840789
Jonathan Peter Reginald White	Head of legal/managing director	1 Aug 2010	Other	5840789
Peter Schwicht	Director / chief executive officer	1 Sep 2012	Other	6090550
Jasper Berens	Director/managing director	1 Jan 2013	Other	6262749
Jasper Luke Berens	Director/managing director	1 Jan 2013	Other	6262749
Elaine Clements	Chief compliance officer/managing director	1 Feb 2014	Other	6305622
Elaine Joy Clements	Chief compliance officer/managing director	1 Feb 2014	Other	6305622
Michael Frederick O'brien	Director/chief executive officer	1 Dec 2014	Other	1580903
Michael John O'brien	Director/chief executive officer	1 Dec 2014	Other	1580903
Arthur Mark Ruston Smith	Non-executive director	1 Dec 2016	Other	6777446
Ioan William Roberts	Director / cfo	1 Nov 2017	Other	5762820
Patrick Macdonald Thomson	Director/chief executive officer	1 May 2018	Other	6777549
Stephen Nmn Pond	Director/chief financial officer	1 Jun 2018	Other	7026551

Indirect Owners

The SEC currently registers 13 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jpmorgan Asset Management Marketing Limited	Parent	1 May 1964	75% - 100%	foreign
Jpmorgan Chase & Co.	Parent	1 Jun 2000	75% - 100%	13-2624428
Jpmorgan Asset Management Holdings Inc.	Parent	1 Jan 2003	75% - 100%	13-4131516
Jpmorgan Asset Management Holdings Inc.	Shareholder	1 Apr 2003	75% - 100%	13-4131516
J.P. Morgan Asset Management	Parent	1 Sep 2003	75% - 100%	135960
Jpmorgan Asset Management International Limited	Parent	1 Sep 2003	75% - 100%	foreign
J.P. Morgan Asset Management Holdings (Uk) Limited	Shareholder	1 Sep 2003	75% - 100%	foreign
J.P. Morgan Asset Management Holdings (Uk) Limited	Shareholder	1 Oct 2003	75% - 100%	foreign
Jpmorgan Asset Management International Limited	Shareholder	1 Oct 2003	75% - 100%	foreign
Jpmorgan Asset Management Holdings Inc.	Shareholder	1 Oct 2003	75% - 100%	13-4131516
Jpmorgan Chase & Co.	Shareholder	1 Dec 2016	75% - 100%	13-2624428
Jpmorgan Chase & Co.	Shareholder	1 Apr 2017	75% - 100%	13-2624428
Jpmorgan Chase Holdings Llc	Shareholder	1 Apr 2017	75% - 100%	81-3858870

Based in London

The principal office where Jpmorgan Funds Limited performs its advisory services is located at 60 Victoria Embankment, London, Ec4 Y 0 Jp, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +44 207 742 6000. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at jpmorgan.co.uk.