AdvisorCensus / Financial advisors / California / San Francisco, CA / JPMorgan Chase
Financial advisors in San Francisco, CA using JPMorgan Chase
14 SEC-registered investment advisory firms headquartered in the San Francisco, CA metro area name JPMorgan Chase as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Aequim Alternative Investments LP | Mill Valley | SEC-registered investment adviser | Over $5 billion |
| Banyan Alpha Investment L.P. | South San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| Blackrock Fund Advisors | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Clayton Partners LLC | Berkeley | SEC-registered investment adviser | $100 million to $500 million |
| Franklin Advisers, Inc. | San Mateo | SEC-registered investment adviser | Over $5 billion |
| Generation Investment Management US LLP | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Hanwha Asset Management (USA) Ltd. | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Intermede Global Partners Inc | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Leading Edge Investment Advisors,llc | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Legato Capital Management, LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Nipun Capital, L.P. | Foster City | SEC-registered investment adviser | $1 billion to $5 billion |
| Slow Capital, Inc. | Greenbrae | SEC-registered investment adviser | $500 million to $1 billion |
| Vernal Point Advisors, LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
| Voleon Capital Management LP | Berkeley | SEC-registered investment adviser | Over $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. JPMorgan Chase nationwide
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