# JMC Management, LLC

> JMC Management, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 169235
- Filed as: JMC MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169235
- AdvisorCensus page: https://advisorcensus.com/firm/jmc-management-llc-boston-ma-169235

## Quick answers

**How is JMC Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JMC Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is JMC Management, LLC located?**
JMC Management, LLC's principal office is in Boston, MA, according to its Form ADV.

**Is JMC Management, LLC registered with the SEC or a state?**
JMC Management, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 169235.

**How much does JMC Management, LLC manage?**
JMC Management, LLC reports $211,939,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have JMC Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for JMC Management, LLC: Regulatory assets under management: $446,911,000 in the October 2021 data and $211,939,000 in the October 2026 data, down 53%. Total employees: 7 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does JMC Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does JMC Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169235

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $211,939,000
- Discretionary: $211,939,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $211,939,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jmccp.com
- LinkedIn @JMC-CAPITAL-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $446,911,000 | 7 | March 30, 2021 |
| October 2022 | $313,004,000 | 5 | March 30, 2022 |
| October 2023 | $292,137,000 | 4 | March 16, 2023 |
| October 2024 | $305,642,000 | 4 | March 27, 2024 |
| October 2025 | $233,630,000 | 3 | March 11, 2025 |
| October 2026 | $211,939,000 | 3 | March 17, 2026 |

Regulatory assets under management: $446,911,000 in the October 2021 data and $211,939,000 in the October 2026 data, down 53%.
Total employees: 7 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JMC Management, LLC (CRD 169235): Form ADV filing data as of October 2026.