Firm profile

JPMORGAN ALTERNATIVE ASSET MANAGEMENT

NEW YORK, NYCRD 20989Latest ADV March 31, 2026

Jpmorgan Alternative Asset Management is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $29.7B in regulatory assets under management, 86 employees, 2 offices, and 375 accounts.

Assets Under Management
$29.7B
Employees
86
Offices
2 offices
Total Clients
329
Primary office
NEW YORK, NY
270 PARK AVENUE, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCODong H. Shon
CFOThomas J. Divuolo
CIOPaul A. Zummo

Advisory services offered

6 types reported
Other advisory services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentFOREIGN GOVERNMENT & SINGLE INVESTOR INVESTMENT VEHICLES represent 60.5% of total clients.
Top client categories% of clientsClients
1
FOREIGN GOVERNMENT & SINGLE INVESTOR INVESTMENT VEHICLES
60.5%
199
2
HNWI
15.5%
51
3
Pooled Investment Vehicles
9.1%
30
4
Charitable
7.0%
23
5
Pension Plans
3.6%
12
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$29.7Bas of March 31, 2026
Discretionary61.3%
$18.2B
61% of total RAUM61.3%
Non-discretionary38.7%
$11.5B
39% of total RAUM38.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$29.7B
Total Accounts375
10Y AUM Change+$16.8B (+129.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees86
Clients per Employee4:1
10Y Employee Change-1 (-1.1%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.