Morgan J P Investment Management Inc (New York)


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. 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.

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.

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