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 |
|---|---|---|
| One William Street Capital Management | New York, NY | $11.30B |
| Christofferson, Robb & Company | New York, NY | $11.27B |
| Camden Asset Management L P | Los Angeles, CA | $11.17B |
| Fermat Capital Management | Westport, CT | $11.14B |
| Neuberger Berman Asia Limited | Hong Kong | $11.01B |
| Morgan Stanley Investment Management | Singapore | $10.94B |
| Cbre Investment Management Listed Real Assets | Radnor, PA | $10.80B |
| Generation Investment Management US | San Francisco, CA | $10.54B |
| Champlain Investment Partners | Burlington, VT | $10.18B |
| Sprott Asset Management USA | Darien, CT | $10.12B |
- Headquarters
- New York, NY
- Regulatory AUM
- $11.30B
- Headquarters
- New York, NY
- Regulatory AUM
- $11.27B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $11.17B
- Headquarters
- Westport, CT
- Regulatory AUM
- $11.14B
- Headquarters
- Hong Kong
- Regulatory AUM
- $11.01B
- Headquarters
- Singapore
- Regulatory AUM
- $10.94B
- Headquarters
- Radnor, PA
- Regulatory AUM
- $10.80B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $10.54B
- Headquarters
- Burlington, VT
- Regulatory AUM
- $10.18B
- Headquarters
- Darien, CT
- Regulatory AUM
- $10.12B
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.