{"url":"https://nivawealth.com/firms/jmi-management-158344","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/158344","regulatoryAum":13575137860,"crd":"158344","secFileNumber":"801-79886","legalName":"Jmi Management, L.P.","displayName":"Jmi Management","website":null,"founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"100 International Drive, Suite 19100","city":"Baltimore","state":"MD","stateName":"Maryland","country":"United States","postalCode":"21202"},"tradeNames":["Jmi Equity"],"registration":{"secApproved":"9 June 2014","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":81,"advisory":44,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":13575137860,"discretionaryAccounts":20,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":20,"regulatoryAum":13575137860}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Jmi Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Peter Arrowsmith","title":"Managing General Partner, President","crd":"7351033"},{"name":"Megan Schmitt","title":"Partner, Chief Financial Officer","crd":"7351034"},{"name":"Randy Guttman","title":"Partner, Chief Operating Officer","crd":"6312023"},{"name":"Lindsay Monti","title":"Chief Compliance Officer, General Counsel","crd":"7460551"}],"ownership":[{"label":"Jmi Management Company GP, L.L.C.","detail":"Owner, general partner in the 75% or more ownership band and a control person, since March 2022."},{"label":"Peter Arrowsmith","detail":"Indirect owner: executive officer of Jmi Management Company GP, L.L.C. and a control person, since December 2020.","parent":"Jmi Management Company GP, L.L.C."},{"label":"Jmi Parent, Inc.","detail":"Indirect owner: a owner of Jmi Management Company GP, L.L.C. in the 75% or more band and a control person, since March 2022.","parent":"Jmi Management Company GP, L.L.C."},{"label":"Jmi Management Holdings, L.L.C.","detail":"Indirect owner: a owner of Jmi Parent, Inc. in the 75% or more band and a control person, since March 2022. Also general partner of Jmi Partner Holdings, L.P. and a control person, since March 2022.","parent":"Jmi Parent, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"7776 Ivanhoe Avenue","city":"La Jolla"}]},{"state":"District of Columbia","offices":1,"addresses":[{"street":"2100 Pennsylvania Ave NW","city":"Washington"}]},{"state":"Maryland","offices":1,"addresses":[{"street":"100 International Drive, Suite 19100","city":"Baltimore","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"410-951-0200","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":20},"sources":{"adv1FilingDate":"4 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/158344/PDF/158344.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Jmi Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Jmi Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Jmi Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Jmi Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Jmi Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}