Firms by custodian
Registered investment advisers that custody at J.P. Morgan
Search the full directory by firm name, city, state, CRD number or custodian.
170 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| H.I.G. Capital | Miami, FL | $72.33B |
| Blackrock (singapore) Limited | Singapore | $70.33B |
| Goldentree Asset Management | New York, NY | $70.14B |
| Brookfield Public Securities Group | New York, NY | $66.46B |
| American Beacon Advisors | Irving, TX | $59.93B |
| Capital International | Los Angeles, CA | $58.21B |
| Blackstone Private Credit Strategies | New York, NY | $57.92B |
| Churchill Asset Management | New York, NY | $55.66B |
| Vantagepoint Investment Advisers | Washington, DC | $52.93B |
| Cusource | Plano, TX | $52.37B |
| Blackstone Liquid Credit Advisors I | New York, NY | $51.63B |
| Icg Investments | New York, NY | $49.69B |
| Mondrian Investment Partners Limited | London | $49.31B |
| Invesco Management S.A. | Luxembourg | $48.69B |
| Cliffwater | Marina Del Rey, CA | $48.51B |
| Davidson Kempner Capital Management | New York, NY | $46.63B |
| NLG Capital | Montpelier, VT | $46.55B |
| Sands Capital Management | Arlington, VA | $44.30B |
| Vinva Investment Management Limited | Sydney, NSW | $42.90B |
| Abrdn | Philadelphia, PA | $41.48B |
- Headquarters
- Miami, FL
- Regulatory AUM
- $72.33B
- Headquarters
- Singapore
- Regulatory AUM
- $70.33B
- Headquarters
- New York, NY
- Regulatory AUM
- $70.14B
- Headquarters
- New York, NY
- Regulatory AUM
- $66.46B
- Headquarters
- Irving, TX
- Regulatory AUM
- $59.93B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $58.21B
- Headquarters
- New York, NY
- Regulatory AUM
- $57.92B
- Headquarters
- New York, NY
- Regulatory AUM
- $55.66B
- Headquarters
- Washington, DC
- Regulatory AUM
- $52.93B
- Headquarters
- Plano, TX
- Regulatory AUM
- $52.37B
- Headquarters
- New York, NY
- Regulatory AUM
- $51.63B
- Headquarters
- New York, NY
- Regulatory AUM
- $49.69B
- Headquarters
- London
- Regulatory AUM
- $49.31B
- Headquarters
- Luxembourg
- Regulatory AUM
- $48.69B
- Headquarters
- Marina Del Rey, CA
- Regulatory AUM
- $48.51B
- Headquarters
- New York, NY
- Regulatory AUM
- $46.63B
- Headquarters
- Montpelier, VT
- Regulatory AUM
- $46.55B
- Headquarters
- Arlington, VA
- Regulatory AUM
- $44.30B
- Headquarters
- Sydney, NSW
- Regulatory AUM
- $42.90B
- Headquarters
- Philadelphia, PA
- Regulatory AUM
- $41.48B
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming J.P. Morgan here says only what the filing says, and implies nothing about either firm's service.