Jll Partners LLC (New York)

Name: Jll Partners LLC
Address: 245 Park Avenue, New York, NY, 10167
Telephone: 212-286-8600

Jll Partners LLC is a large advisory firm based in New York. It manages $2.43 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New York.

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

Jll Partners: assets under management

The assets under management (AUM) of Jll Partners LLC is $2.43 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.43 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $134.92 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jll Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jll Partners serves?

The only and largest group of clients of Jll Partners is pooled investment vehicles with 18 clients and $2.43 billion of assets under management. Among the 10 most similar advisory firms, Jll Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.43 billion for 18 clients. 18% of the firm’s clients are foreign persons or businesses.

Jll Partners also advises several private funds. Namely, eighteen private equity funds.

Careers at Jll Partners LLC

The company employs 33 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Daren Ronald Schneider joined the executive team most recently as the Chief Financial Officer/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Samuel Levy	Chief executive officer	1 May 1993	Other	1132283
Michael J Schwartz	Chief compliance officer/sr. director of tax & finance	1 Mar 2001	Other	6023326
Roopa Makam	Chief financial officer	1 Jan 2016	Other	6723525
Francisco Jose Rodriguez	Member owner	1 Sep 2016	25% - 50%	2404824
Daniel Agroskin	Member owner	1 Sep 2016	25% - 50%	3265938
Kevin Hammond	Member owner	1 Sep 2016	25% - 50%	6723535
Eugene Stewart Hahn	Member owner	1 Sep 2016	25% - 50%	3152436
Francisco J Rodriguez	Member owner	1 Sep 2016	25% - 50%	2404824
Daren Ronald Schneider	Chief financial officer/chief compliance officer	1 Feb 2018	Other	4819630
Daren R Schneider	Chief financial officer/chief compliance officer	1 Feb 2018	Other	4819630

Based in New York

The principal office where Jll Partners LLC performs its advisory services is located at 245 Park Avenue, New York, NY 10167, 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 212-286-8600. The normal business hours are 9am - 6pm on Monday - Friday. You can find more information about the New York firm at jllpartners.com and its LinkedIn profile.