| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Trainer Wortham Cbo V, Ltd | Securitized Asset | $27M | $250K |
| Trainer Wortham Cbo III, Ltd | Securitized Asset | $23.4M | $250K |
| Trainer Wortham Cbo IV, Ltd | Securitized Asset | $7.2M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew C Burge Control | Manager | Under 5% | 2021 |
| Craig Michael Sullivan Control | Manager | Under 5% | 2024 |
| Hanim Basak Koralturk Control | Manager | Under 5% | 2024 |
J.P. Morgan Private Wealth Advisors LLC reports $86.3 billion in regulatory assets under management on its Form ADV.
J.P. Morgan Private Wealth Advisors LLC manages 3 private funds with combined gross assets of $57.5 million.
J.P. Morgan Private Wealth Advisors LLC reports 690 employees.
J.P. Morgan Private Wealth Advisors LLC is based in San Francisco, CA.
J.P. Morgan Private Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1, Front Street, San Francisco, CA 94111-5602 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | Yes |
| Discretionary | $82.94B |
| Non-discretionary | $3.33B |
| Total (RAUM) | $86.27B |