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.
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 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.
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.
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.