J P Morgan Private Investments, Inc.
$139M reported client assets across 1 advisory firms in FY2018 annual amendments
Reported client assets over time
$131M
$139M
2017
2018
Same-firm comparison: 1 firms that reported J P Morgan Private Investments, Inc. in both FY2017 and FY2018 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Walter C. Flower & Co., Inc | $139M | $466M | 29.8% | 10/26/2018 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.