{
  "crd_number": 306863,
  "slug": "jupiter-asset-management-limited-london-306863",
  "primary_business_name": "JUPITER ASSET MANAGEMENT LIMITED",
  "legal_name": "JUPITER ASSET MANAGEMENT LIMITED",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-03",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-29",
  "carried_forward": false,
  "raum_total": 68223400265.0,
  "raum_discretionary": 68223400265.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 408,
  "advisory_employees": 70,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 43708816.0,
      "count": 1,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 303821525.0,
      "count": 4,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 2165314600.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 1098274792.0,
      "count": 3,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 7016588266.0,
      "count": 17
    },
    "pooled_investment_vehicles": {
      "raum": 57595692266.0,
      "count": 72
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [],
  "websites": [
    "https://instagram.com/jupiteramofficial",
    "https://jupiteram.com",
    "https://linkedin.com/company/jupiter-asset-management",
    "https://substack.com/@jupitermerlin",
    "https://x.com/JupiterAM_UK",
    "https://youtube.com/@JupiterAssetManagement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306863",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/jupiter-asset-management-limited-london-306863",
  "display_name": "Jupiter Asset Management Limited",
  "summary": "Jupiter Asset Management Limited is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.",
  "citation": "AdvisorCensus. Jupiter Asset Management Limited (CRD 306863): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Jupiter Asset Management Limited compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jupiter Asset Management Limited reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Jupiter Asset Management Limited located?",
      "a": "Jupiter Asset Management Limited's principal office is in London, United Kingdom, according to its Form ADV."
    },
    {
      "q": "Is Jupiter Asset Management Limited registered with the SEC or a state?",
      "a": "Jupiter Asset Management Limited is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 306863."
    },
    {
      "q": "How much does Jupiter Asset Management Limited manage?",
      "a": "Jupiter Asset Management Limited reports $68,223,400,265 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Jupiter Asset Management Limited's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Jupiter Asset Management Limited: Regulatory assets under management: $56,812,133,364 in the October 2021 data and $68,223,400,265 in the October 2026 data, up 20%. Total employees: 616 in October 2021 and 408 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Jupiter Asset Management Limited serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (72); other investment advisers (17); banking or thrift institutions (4)."
    },
    {
      "q": "Which custodians does Jupiter Asset Management Limited use?",
      "a": "Jupiter Asset Management Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNP, Bnym, Citibank, State Street Bank and Trust Company and State Street Trust and Banking Co Limited as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Jupiter Asset Management Limited report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306863"
    },
    {
      "q": "What changed in Jupiter Asset Management Limited's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 117 to 70. Regulatory assets under management went from $46,185,448,483 to $68,223,400,265 (+48%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 56812133364.0,
      "total_employees": 616,
      "filing_date": "2021-09-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 57682620380.0,
      "total_employees": 582,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 44661910729.0,
      "total_employees": 542,
      "filing_date": "2023-06-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 49567582634.0,
      "total_employees": 523,
      "filing_date": "2024-07-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 46185448483.0,
      "total_employees": 529,
      "filing_date": "2025-07-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 68223400265.0,
      "total_employees": 408,
      "filing_date": "2026-09-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 117 to 70.",
        "Regulatory assets under management went from $46,185,448,483 to $68,223,400,265 (+48%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNP",
      "name_as_filed": "BNP",
      "affiliated": false
    },
    {
      "name": "Bnym",
      "name_as_filed": "BNYM",
      "affiliated": false
    },
    {
      "name": "Citibank",
      "name_as_filed": "CITIBANK",
      "affiliated": false
    },
    {
      "name": "State Street Bank and Trust Company",
      "name_as_filed": "STATE STREET",
      "affiliated": false
    },
    {
      "name": "State Street Trust and Banking Co Limited",
      "name_as_filed": "STATE STREET",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/jupiter-asset-management-limited-london-306863.md",
  "clients": [
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 4,
      "fewer_than_5": true,
      "raum": 303821525.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 72,
      "fewer_than_5": false,
      "raum": 57595692266.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 1098274792.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 43708816.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2165314600.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 17,
      "fewer_than_5": false,
      "raum": 7016588266.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306863",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}