AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $7.5 |
| Non-Discretionary | $0.0 |
| Total | $7.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $7.5 |
| Institutional | $0.0 |
| Total | $7.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| J.P. MORGAN INVESTMENT MANAGEMENT INC. | $2,985.3 | 107038 | |
| JPMORGAN ASSET MANAGEMENT (UK) LIMITED | $386.0 | 135960 | |
| J.P. MORGAN PRIVATE INVESTMENTS INC. | $375.6 | 110186 | |
| J.P. MORGAN SECURITIES LLC | $352.6 | broker-dealer | 79 |
| J.P. MORGAN SECURITIES PLC | $0.0 | broker-dealer | - |
| JPMORGAN ASSET MANAGEMENT (EUROPE) S.A.R.L. | $0.0 | 304190 | |
| J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. | $0.0 | broker-dealer | 102920 |
| JPMORGAN CHASE BANK N.A. | $0.0 | trust company | - |
| JPMORGAN ASSET MANAGEMENT (SWITZERLAND) LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
9 active
| Name | Title |
|---|---|
| CREATORE, MARC, DAVID | CHIEF OPERATING OFFICER/MANAGING DIRECTOR/MEMBER OF THE BOARD OF MANAGERS (HIGHBRIDGE CAPITAL MANAGEMENT, LLC) |
| PARKER, JULIE, ELIZABETH | CHIEF LEGAL OFFICER/MANAGING DIRECTOR/MEMBER OF THE BOARD OF MANAGERS (HIGHBRIDGE CAPITAL MANAGEMENT, LLC) |
| HEMPEL, JASON, KEITH | CO-CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR/MEMBER OF THE BOARD OF MANAGERS (HIGHBRIDGE CAPITAL MANAGEMENT, LLC) |
| SEGAL, JONATHAN, MICHAEL | CO-CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR/MEMBER OF THE BOARD OF MANAGERS (HIGHBRIDGE CAPITAL MANAGEMENT, LLC) |
| RULE, KIRK, DAVID | CHIEF COMPLIANCE OFFICER |
| STROEBEL, EMILY, RENEE | CHIEF RISK OFFICER/EXECUTIVE DIRECTOR |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $7.5 | $0.0 | 0% | 56 | 0 | 0% |
| 2024-04-02 | $7.2 | $0.3 | 4% | 54 | 2 | 4% |
| 2023-04-04 | $7.0 | $0.4 | 6% | 49 | 7 | 14% |
| 2022-04-01 | $7.9 | -$0.5 | -6% | 46 | 10 | 22% |
| 2021-04-05 | $6.4 | $1.0 | 16% | 40 | 16 | 40% |
| 2020-04-01 | $2.9 | $4.5 | 154% | 65 | -9 | -14% |
| 2019-04-01 | $7.3 | $0.2 | 3% | 155 | -99 | -64% |
| 2018-04-02 | $9.4 | -$1.9 | -20% | 171 | -115 | -67% |
| 2017-04-01 | $9.1 | -$1.7 | -18% | 178 | -122 | -69% |
| 2016-04-01 | $10.8 | -$3.3 | -31% | 209 | -153 | -73% |
| 2015-04-01 | $31.6 | -$24.2 | -76% | 336 | -280 | -83% |
| 2014-04-01 | $31.6 | -$24.1 | -76% | 310 | -254 | -82% |
| 2013-04-01 | $22.2 | -$14.7 | -66% | 336 | -280 | -83% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| NY, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV