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Jmi Management

SEC-registered adviser since 2014Baltimore, MDCRD 158344

20
Clients
44
Advisory staff

From Form ADV filed 4 June 2026 · data retrieved 15 October 2026SEC record

Jmi Management is an investment adviser headquartered in Baltimore, Maryland, and registered with the SEC since 2014. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and performance-based fees. Jmi Management Company GP, L.L.C. owns 75% or more of Jmi Management.

Clients

Jmi Management serves 20 clients. The average client has about $679 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles20 clients100%
Show client breakdown
Pooled investment vehicles
Clients
20
Regulatory AUM
$13,575,137,860
Share
100.0%
Avg. per client
$678.8M

Total

Clients
20
Regulatory AUM
$13,575,137,860
Share
100%
Avg. per client
$678.8M

What it does

Jmi Management provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.

Jmi Management advises 20 private funds.

100.0% of assets ($13.58B across 20 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Jmi Management has custody of client assets.

Managed account assets by custodian
  • All other custodians$13.58B100%

Ownership and leadership

Jmi Management Company GP, L.L.C. owns 75% or more of Jmi Management.

Who owns the firm
Jmi Management, L.P.· the adviser
  • Jmi Management Company GP, L.L.C.

    Control person · since March 2022

    Owns 75% or more of Jmi Management, L.P.

Leadership

  • Peter Arrowsmith
    Managing General Partner, President
  • Megan Schmitt
    Partner, Chief Financial Officer
  • Randy Guttman
    Partner, Chief Operating Officer
  • Lindsay Monti
    Chief Compliance Officer, General Counsel

Staff

  • 81 employees
  • 44 in advisory functions

Fees

Jmi Management is paid through a percentage of assets under management and performance-based fees.

Jmi Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Jmi Management has 2 offices, with 3 listed addresses across 3 states.

Listed office addresses by state

Maryland · 1 listed address

  • 100 International Drive, Suite 19100, BaltimoreHQ

Other business names

Jmi Management has reported 1 other business name to the SEC.

  • Jmi Equity

Registration details

Legal name
Jmi Management, L.P.
Headquarters
100 International Drive, Suite 19100, Baltimore, MD 21202
Website
Not reported
SEC file
801-79886
Structure
Delaware limited partnership
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Jmi Management have?

Jmi Management has 20 clients and manages $13.6 billion for them, as of June 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 June 2026

What services does Jmi Management offer?

Jmi Management provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Jmi Management have?

Jmi Management has 0 investment adviser representatives registered with state securities authorities, out of 81 employees, and 44 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Jmi Management?

Jmi Management is owned through a chain of holding companies by Jmi Management Holdings, L.L.C. Its direct owner is Jmi Management Company GP, L.L.C. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 4 June 2026

How does Jmi Management get paid?

Jmi Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 4 June 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 158344.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Jmi Management, L.P. and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.