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Pacholder & Co LLC (Cincinnati)


Pacholder & Co LLC is a large advisory firm based in Cincinnati. It manages $186.6 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Pacholder & provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pacholder &: assets under management

The assets under management (AUM) of Pacholder & Co LLC is $186.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $186.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $186.6 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pacholder & Co LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
Asher Oscar Pacholder Shareholder 1 Feb 1984 50% - 75% 4346859
William James Morgan Shareholder 1 Feb 1984 50% - 75% 1468073
Na Bank One Direct parent 1 Nov 1992 75% - 100% 31-4148768
Sylvia Ann Pacholder Shareholder 1 Apr 1993 50% - 75% 4346863
Bank One Corporation Shareholder 1 Mar 2003 25% - 50% 31-0738296
Jpmorgan Chase & Co. Shareholder 1 Jul 2004 25% - 50% 13-2624428
National Association Jpmorgan Chase Bank Direct parent 1 Nov 2004 75% - 100% 13-4994650
Jpmorgan Chase & Co. Direct parent 1 Nov 2004 75% - 100% 13-2624428

Based in Cincinnati

The principal office where Pacholder & Co LLC performs its advisory services is located at 8044 Montgomery Road, Cincinnati, OH 45236, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-985-3200 or by fax 513-985-3217. The normal business hours are 8:00 am - 5:30 pm on Monday - Friday.


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