Jpmorgan Capital Management, LLC (Chicago)

Jpmorgan Capital Management, LLC is a large advisory firm based in Chicago. It manages $300 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005.

Jpmorgan Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. 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 Capital Management: assets under management

The assets under management (AUM) of Jpmorgan Capital Management, LLC is $300 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $300 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jpmorgan Capital Management, LLC 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.

Careers at Jpmorgan Capital Management, LLC

Constance Theodore Teska has been acting as President since 1 Nov 2000. Leonard Francis Wallace joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jpmorgan Capital Corporation	Direct parent	1 Nov 2000	75% - 100%	36-4314342
Constance Theodore Teska	President	1 Nov 2000	Other	5057839
Leonard Francis Wallace	Chief compliance officer	1 Jul 2005	Other	1953357

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Banc One Financial Llc	Owner	1 Jul 2004	75% - 100%	36-2793711
Jpmorgan Chase & Co.	Owner	1 Jul 2004	75% - 100%	13-3571651

Based in Chicago

The principal office where Jpmorgan Capital Management, LLC performs its advisory services is located at 21 South Clark Street, 14 Th Floor, Chicago, IL 60670 0369, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-336-3466 or by fax 312-732-8801. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.