Morgan J P Investment Management Inc (New York)

Name: Morgan J P Investment Management Inc
Address: 522 Fifth Ave, New York, NY, 10036
Telephone: 212-837-1400

Morgan J P Investment Management Inc is a large advisory firm based in New York. It manages $390.25 billion of regulatory assets for 2,053 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 7 other states.

Morgan J P Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Morgan J P Investment Management: assets under management

The assets under management (AUM) of Morgan J P Investment Management Inc is $390.25 billion. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $386.38 billion in discretionary accounts and $3.87 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $195.34 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $51.54 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Morgan J P Investment Management Inc for their services and products based on a percentage of assets under management, fixed fees, 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.

Careers at Morgan J P Investment Management Inc

Keith Morgan Schappert has been acting as President since 1 Jul 1977. Paul Louis Scibetta joined the executive team most recently as the Head Of Legal For Asset Management In The Americas/Md/Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Keith Morgan Schappert	President/director/md	1 Jul 1977	Other	4329089
Thomas James Smith	Chief compliance officer/ vp	1 Jul 1996	Other	4325577
Kenneth Warren Anderson	Director/mng director	1 Apr 1998	Other	4336361
Isabel Hoyt Sloane	Director/ md	1 Apr 1998	Other	4336386
Hendrick Guillaume Francois Van Riel	Director/ md	1 Aug 1998	Other	4336413
Anthony Paul Della Pietra	Chief legal officer/md	1 Mar 1999	Other	4336430
Jeff Trongone	Chief financial officer/vp	1 Apr 1999	Other	4336443
Gerard Lillis	Director/ md	1 Jul 1999	Other	1902856
Ronald Richard Dewhurst	Director/mng director	1 Feb 2000	Other	1590061
J.P. Morgan Chase & Co.	Shareholder	1 Dec 2000	75% - 100%	13-2624428
Paul Louis Scibetta	Head of legal for asset management in the americas/md/secretary	1 Jun 2001	Other	4448887

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
J.P. Morgan Chase & Co.	Shareholder	1 Feb 1984	75% - 100%	13-3200244

Based in New York

The principal office where Morgan J P Investment Management Inc performs its advisory services is located at 522 Fifth Ave, New York, NY 10036, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-837-1400 or by fax 212-837-1108. The normal business hours are 8:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at www.jpmorgan.com.