Clients
Jupiter Asset Management Limited serves 98 clients, 72 of them pooled investment vehicles. The average client has about $696 million with the firm.
- Pooled investment vehicles72 clients84%
- State or municipal government entities1 clients3%
- Other investment advisers17 clients10%
- OtherBanking or thrift institutions, Pension and profit-sharing plans, Charitable organizations2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | 4 | $303,821,525 | 0.4% | $76.0M |
| Pooled investment vehicles | 72 | $57,595,692,266 | 84.4% | $799.9M |
| Pension and profit-sharing plans | 3 | $1,098,274,792 | 1.6% | $366.1M |
| Charitable organizations | 1 | $43,708,816 | 0.1% | $43.7M |
| State or municipal government entities | 1 | $2,165,314,600 | 3.2% | $2.17B |
| Other investment advisers | 17 | $7,016,588,266 | 10.3% | $412.7M |
| Total | 98 | $68,223,400,265 | 100% | $696.2M |
- Clients
- 4
- Regulatory AUM
- $303,821,525
- Share
- 0.4%
- Avg. per client
- $76.0M
- Clients
- 72
- Regulatory AUM
- $57,595,692,266
- Share
- 84.4%
- Avg. per client
- $799.9M
- Clients
- 3
- Regulatory AUM
- $1,098,274,792
- Share
- 1.6%
- Avg. per client
- $366.1M
- Clients
- 1
- Regulatory AUM
- $43,708,816
- Share
- 0.1%
- Avg. per client
- $43.7M
- Clients
- 1
- Regulatory AUM
- $2,165,314,600
- Share
- 3.2%
- Avg. per client
- $2.17B
- Clients
- 17
- Regulatory AUM
- $7,016,588,266
- Share
- 10.3%
- Avg. per client
- $412.7M
Total
- Clients
- 98
- Regulatory AUM
- $68,223,400,265
- Share
- 100%
- Avg. per client
- $696.2M
What it does
Jupiter Asset Management Limited provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, performance-based fees and other arrangements.
Jupiter Asset Management Limited advises 3 private funds.
100.0% of assets ($68.22B across 98 accounts) are managed with discretion. 100% of clients are outside the U.S., and 1 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks95%
- Funds2%
- Bonds2%
- Cash1%
Custodians
Jupiter Asset Management Limited’s client accounts are held mainly at Bank of America Merrill Lynch, with 3% of managed assets, and State Street Trust and Banking Co Limited, with 2%. Jupiter Asset Management Limited has custody of client assets.
- Citibank Uk LimitedCitibank Uk Limited · London · $982.4M1%
- State Street Trust and Banking Co LimitedState Street Trust and Banking Co Limited · Boston, MA · $1.63B2%
- BNP Paribas Security ServicesBNP Paribas Security Services · London · $1.39B2%
- State Street Bank and TrustState Street Bank and Trust Company · London · $719.6M1%
- Bank of America Merrill LynchBank of America Merrill Lynch · London · $2.17B3%
- All other custodians$61.34B90%
Ownership and leadership
Jupiter Investment Management Group Limited owns 75% or more of Jupiter Asset Management Limited, and Matthew Beesley is its CEO.
- Owns 75% or more of Jupiter Asset Management Limited
Jupiter Investment Management Group Limited
Control person · since March 1991
- Owns 75% or more of Jupiter Investment Management Group Limited
Knightsbridge Asset Management Limited
Control person · since September 2004
- Owns 75% or more of Knightsbridge Asset Management Limited
Jupiter Asset Management Group Limited
Control person · since June 2007
- Owns 75% or more of Jupiter Asset Management Group Limited
Jupiter Fund Management Group Limited
Control person · since March 2007
- Owns 75% or more of Jupiter Fund Management Group Limited
Jupiter Fund Management PLC
Control person · since March 2007
Leadership
- Matthew BeesleyGroup Chief Executive Officer
- Wayne MephamChief Executive Officer & Director, Group Chief Finance Officer
- Catherine CarterChief Compliance Officer
- Piers HillierChief Investment Officer
- Tracey KinsellaDirector
- Thomas OwenDirector
Staff
- 408 employees
- 70 in advisory functions
- 1 soliciting firm
Reported holdings
Jupiter Asset Management Limited’s reported 13F holdings total $20.15B across 537 positions, and the ten largest make up 22.4% of it.
- $20.15B
- Reported 13F value
- 537
- Positions
- 22.4%
- In the 10 largest
- +7.5%
- Value vs. prior quarter
- Nvidia Corporation · Com*4.0%
- Broadcom Inc.3.0%
- Alphabet Inc. · Cap Stk CL C*3.0%
- Apple Inc. · Com*2.7%
- Microsoft Corp. · Com*2.7%
- Amazon Com Inc. · Com*2.5%
- Alphabet Inc. · Cap Stk CL A*1.2%
- Micron Technology Inc. · Com*1.2%
- Comcast Corp. New · CL A*1.1%
- Visa Inc. · Com CL A*1.1%
Together, the ten largest are 22.4% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $20.15B is not its $68.22B in regulatory assets and does not represent any individual client's portfolio.
Fees
Jupiter Asset Management Limited is paid through a percentage of assets under management, performance-based fees and other.
Jupiter Asset Management Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Jupiter Asset Management Limited has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Jupiter Asset Management Limited
- Headquarters
- The Zig Zag Building, 70 Victoria Street, London, United Kingdom SW1E 6SQ
- Phone
- 442038171000
- Website
- Not reported
- SEC file
- 801-121221
- Structure
- corporation organized in United Kingdom
- 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 Jupiter Asset Management Limited have?
Jupiter Asset Management Limited has 98 clients and manages $68.2 billion for them, as of September 2026. They include 72 pooled investment vehicles, 17 other investment advisers and 4 banking or thrift institutions.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does Jupiter Asset Management Limited offer?
Jupiter Asset Management Limited provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Jupiter Asset Management Limited use?
Jupiter Asset Management Limited’s separately managed account assets are held at Bank of America Merrill Lynch (London), with $2,165,314,600, State Street Trust and Banking Co Limited (Boston, MA), with $1,626,879,579, BNP Paribas Security Services (London), with $1,388,858,486, Citibank Uk Limited (London), with $982,400,571 and State Street Bank and Trust Company (London), with $719,562,088. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026
How many financial advisors does Jupiter Asset Management Limited have?
Jupiter Asset Management Limited has 0 investment adviser representatives registered with state securities authorities, out of 408 employees, and 70 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
What does Jupiter Asset Management Limited invest in?
At the end of its last fiscal year, Jupiter Asset Management Limited’s separately managed accounts held 95% exchange-traded equities, 2% sovereign bonds, 2% pooled vehicles (private funds and similar) and 1% cash and equivalents. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jupiter Asset Management Limited?
Jupiter Asset Management Limited is owned through a chain of holding companies by Jupiter Fund Management PLC. Its direct owner is Jupiter Investment Management Group Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does Jupiter Asset Management Limited get paid?
Jupiter Asset Management Limited is paid through a percentage of assets under management, performance-based fees and other arrangements. 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