AdvisorCensus / Financial advisors / New York / New York, NY / JPMorgan Chase
Financial advisors in New York, NY using JPMorgan Chase
140 SEC-registered investment advisory firms headquartered in the New York, NY 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 |
|---|---|---|---|
| 26NORTH | New York | SEC-registered investment adviser | Over $5 billion |
| 400 Capital Management LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Adalta Capital Management LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Allen Investment Management, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Andalusian Credit Partners, LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Apollo Manager, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Aquarian Holdings Investment Management LLC | New York | SEC-registered investment adviser | Over $5 billion |
| ARC24 Management, LP | New York | SEC-registered investment adviser | $100 million to $500 million |
| Arex Capital Management, LP | New York | SEC-registered investment adviser | $25 million to $100 million |
| ARI Group, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Artemis Wealth Advisors, LLC | Port Washington | SEC-registered investment adviser | $1 billion to $5 billion |
| Atalanta Sosnoff Capital, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| BAM Credit and Insurance Solutions Advisor LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Basswood Capital Management, L.L.C. | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Beatrice Advisors LP | New York | SEC-registered investment adviser | $100 million to $500 million |
| Bedford Ridge Capital | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Belzberg & Co. | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Blackrock Financial Management, Inc | New York | SEC-registered investment adviser | Over $5 billion |
| Blackstone ISG-I Advisors L.L.C. | New York | SEC-registered investment adviser | Over $5 billion |
| Blackstone Liquid Credit Advisors I LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Blackstone Private Credit Strategies LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Blue Owl Insurance Solutions | New York | SEC-registered investment adviser | Over $5 billion |
| Breakout Capital Partners | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Brookfield Public Securities Group LLC | New York | SEC-registered investment adviser | Over $5 billion |
| BSP NY LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Capricorn Investment Group LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Cavalcade Capital LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| CC Capital Insurance Advisors LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Ccaventus Asset Management LP | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Christofferson, Robb & Company | New York | SEC-registered investment adviser | Over $5 billion |
| Churchill Asset Management LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Circle Wealth Management, LLC | Summit | SEC-registered investment adviser | Over $5 billion |
| Citrin Cooperman Wealth Management, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Claren Road Private Credit Solutions LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Clearbrook Investment Consulting LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Cohen & Steers Capital Management Inc. | New York | SEC-registered investment adviser | Over $5 billion |
| Compass Rose Asset Management | New York | SEC-registered investment adviser | Over $5 billion |
| Cordoba Advisory Partners LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Cullen Capital Management, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Davidson Kempner Capital Management LP | New York | SEC-registered investment adviser | Over $5 billion |
| Decagon Asset Management (US) LP | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Diker Management LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Donald Smith & Co., Inc. | New York | SEC-registered investment adviser | Over $5 billion |
| DWS Investment Management Americas, Inc. | New York | SEC-registered investment adviser | Over $5 billion |
| Ehrenkranz Partners L.P. | New York | SEC-registered investment adviser | Over $5 billion |
| Enhalus Capital, LP | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Epoch Investment Partners, Inc. | New York | SEC-registered investment adviser | Over $5 billion |
| Fiera Capital Inc. | New York | SEC-registered investment adviser | Over $5 billion |
| Foresight Global Investors, Inc. | Purchase | SEC-registered investment adviser | $500 million to $1 billion |
| Fortress Investment Group | New York | SEC-registered investment adviser | Over $5 billion |
| Fred Alger Management, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Glazer Capital, LLC. | New York | SEC-registered investment adviser | Over $5 billion |
| Global Infrastructure Management, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Goldentree Asset Management LP | New York | SEC-registered investment adviser | Over $5 billion |
| Greenhaven Associates Inc | Purchase | SEC-registered investment adviser | Over $5 billion |
| Greenline Partners | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Guggenheim Private Investments, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Haussmann 1864 Capital Management LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Hemisphere Partners LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Heronetta Management, L.P. | New York | SEC-registered investment adviser | $100 million to $500 million |
| HPS Investment Partners, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Iadvise Partners | New York | SEC-registered investment adviser | $100 million to $500 million |
| ICG Investments Inc | New York | SEC-registered investment adviser | Over $5 billion |
| Indus Capital Partners, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Irth Capital Management, LP | New York | SEC-registered investment adviser | $100 million to $500 million |
| J.P. Morgan Investment Management Inc. | New York | SEC-registered investment adviser | Over $5 billion |
| J.P. Morgan Private Investments Inc. | New York | SEC-registered investment adviser | Over $5 billion |
| J.P. Morgan Securities LLC | New York | SEC-registered investment adviser | Over $5 billion |
| J.p.morgan Wealth Management Solutions Inc. | New York | SEC-registered investment adviser | Under $25 million |
| JPMorgan Alternative Asset Management | New York | SEC-registered investment adviser | Over $5 billion |
| Kyobo Life Asset Management (America) Co., Ltd. | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Landscape Capital Management LLC | Englewood | SEC-registered investment adviser | $1 billion to $5 billion |
| Lazard Asset Management LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Libremax Capital, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Linden Global Strategies LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Lone Peak Partners Management LP | New York | SEC-registered investment adviser | $100 million to $500 million |
| Loom Capital Management LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Lowell Road Asset Management, Inc. | Manhasset | SEC-registered investment adviser | $25 million to $100 million |
| Luxor Capital Group, LP | New York | SEC-registered investment adviser | Over $5 billion |
| Macquarie Asset Management Credit Advisers US, LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Mane Global Capital Management LP | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Marek Capital Management LP | New York | SEC-registered investment adviser | $100 million to $500 million |
| Mariner Investment Group, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Mark Asset Management LP | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Metlife Investment Management, LLC | Whippany | SEC-registered investment adviser | Over $5 billion |
| Napier Park Global Capital (US) LP | New York | SEC-registered investment adviser | Over $5 billion |
| Nassau Alternative Investments LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Nassau Global Credit LLC | New York | SEC-registered investment adviser | Over $5 billion |
| NEO Ivy Capital Management, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| NYL Investors LLC | New York | SEC-registered investment adviser | Over $5 billion |
| O'Connor Alternative Investments, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Oberland Capital Management LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| OEP Capital Advisors, L.P. | New York | SEC-registered investment adviser | Over $5 billion |
| One William Street Capital Management, LP. | New York | SEC-registered investment adviser | Over $5 billion |
| Onyxpoint Global Management LP | New York | SEC-registered investment adviser | $100 million to $500 million |
| Opti Capital Management LP | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Palisade Capital Management, LP | Fort Lee | SEC-registered investment adviser | $1 billion to $5 billion |
| Paradigm Biocapital Advisors LP | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Park Avenue Institutional Advisers LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Peconic Partners LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Penso Advisors, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Pgim Private Placement Investors, L.P. | Newark | SEC-registered investment adviser | Over $5 billion |
| Pgim Quantitative Solutions | Newark | SEC-registered investment adviser | Over $5 billion |
| Pgim, Inc. | Newark | SEC-registered investment adviser | Over $5 billion |
| Pictet Asset Management (USA) Corp | New York | SEC-registered investment adviser | $100 million to $500 million |
| Pincus Capital Management, LP | New York | SEC-registered investment adviser | $100 million to $500 million |
| Poetic Group LLC | Hackensack | SEC-registered investment adviser | $500 million to $1 billion |
| Pretium Single-Family Rental Manager III, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Pricap Advisors LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Pura Vida Investments, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Riverwest Investment Management, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Robeco Institutional Asset Management US Inc | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Robotti & Company Advisors, LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Rushmont Capital Management | New York | SEC-registered investment adviser | $100 million to $500 million |
| Ryan Heritage, LLP | Saddle Brook | SEC-registered investment adviser | Under $25 million |
| Saba Capital Management, L.P. | New York | SEC-registered investment adviser | Over $5 billion |
| Samlyn Capital, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Samsung Asset Management (New York), Inc. | New York | SEC-registered investment adviser | Over $5 billion |
| Schultze Asset Management, LP | Rye Brook | SEC-registered investment adviser | $25 million to $100 million |
| Shenkman Capital Management, Inc. | New York | SEC-registered investment adviser | Over $5 billion |
| Silver Advisors, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Silver Rock Capital Partners | New York | SEC-registered investment adviser | Over $5 billion |
| Sona Asset Management (US) LLC | New York | SEC-registered investment adviser | Over $5 billion |
| South Street Advisors, LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Starboard Value LP | New York | SEC-registered investment adviser | Over $5 billion |
| Stelac Advisory Services LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Stempoint Capital LP | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Talos Eurisko Asset Management LP | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| The Riverside Company | New York | SEC-registered investment adviser | Over $5 billion |
| Tinicum Incorporated | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| TR Capital Management, LLC | Rockville Centre | SEC-registered investment adviser | $100 million to $500 million |
| Troob Capital Management LLC | Rye Brook | SEC-registered investment adviser | $500 million to $1 billion |
| Van ECK Associates Corp. | New York | SEC-registered investment adviser | Over $5 billion |
| Vestal Point Capital, LP | New York | SEC-registered investment adviser | Over $5 billion |
| Vibrant Capital Partners, Inc. | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Visdom Investment Group LLC | Rye Brook | SEC-registered investment adviser | $25 million to $100 million |
| Vontobel Asset Management, Inc. | New York | SEC-registered investment adviser | Over $5 billion |
| Wembley Strategic Advisory LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Westmore Asset Management | Pearl River | SEC-registered investment adviser | $25 million to $100 million |
| Willow Tree Credit Partners LP | New York | SEC-registered investment adviser | $1 billion to $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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