J.P. Morgan Latin America Management Company, LLC. (New York)

Name: J.P. Morgan Latin America Management Company, LLC.
Address: 270 Park Avenue, New York, NY, 10017 2014
Telephone: 212-270-4160

J.P. Morgan Latin America Management Company, LLC. is a related adviser based in New York. It manages $41.88 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.

J.P. Morgan Latin America Management Company provides portfolio management for pooled investment vehicles and advise employee security 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.

J.P. Morgan Latin America Management Company: assets under management

The assets under management (AUM) of J.P. Morgan Latin America Management Company, LLC. is $41.88 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $41.88 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.47 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay J.P. Morgan Latin America Management Company, 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.

Careers at J.P. Morgan Latin America Management Company, LLC.

Ina Renee Drew has been acting as President since 1 Aug 2006. Arnold Larry Chavkin has served as the Chief Investment Officer since 1 Jan 2004. Brian P Flanagan joined the executive team most recently as the Cfo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
L.P. J.P. Morgan Investment Partners	Managing member	1 Mar 2000	75% - 100%	13-4104749
Stephen Martin Skoczylas	Managing director	1 Mar 2000	Other	2650758
Timothy C Purcell	Managing partner,managing director partner	1 Mar 2000	Other	4377287
Puneet Kumar Gulati	Vice president, chief financial officer	1 Aug 2000	Other	2179119
Jeffery C. Walker	Managing partner	1 Mar 2001	Other	4362855
Arnold Larry Chavkin	Executive partner	1 Mar 2001	Other	4364918
John Michael Basil O'connor	Executive partner	1 Mar 2001	Other	1036119
Marcia Bateson	Chief administrative officer	1 Mar 2001	Other	4364949
John Leo Oliva	Chief compliance officer	1 Mar 2001	Other	1197135
James David Hutter	Chief administration officer and chief financial officer	1 Feb 2002	Other	3174962
Richard G Jansen	Chief legal officer	1 Dec 2003	Other	5029683
Arnold Larry Chavkin	Chief investment officer	1 Jan 2004	Other	4364918
Ina Renee Drew	President	1 Aug 2006	Other	1798718
John C Wilmot	Manging director	1 Aug 2006	Other	2621434
Judah A. Shechter	Chief legal officer	1 Aug 2006	Other	4364959
Eileen E Ryan	Chief compliance officer	1 Mar 2007	Other	2014783
Brandon S. Konigsberg	Chief financial officer	1 Mar 2007	Other	5315525
Richard T. Madsen	Chief financial officer	1 Jun 2007	Other	5379532
Philip David Renshaw Lewis	Chief financial officer	1 Nov 2007	Other	5503724
David Marshall Alexander	Chief financial officer	1 Aug 2008	Other	4588782
John C Wilmot	Chief financial officer	1 Jan 2011	Other	2621434
Ana Capella	Managing director	1 Jan 2011	Other	3135698
Richard Warren Smith	President	1 Jan 2013	Other	6079082
Brian P Flanagan	Cfo	1 Feb 2013	Other	6179408

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
J.P. Morgan Capital Corporation	Owner	1 Feb 2000	25% - 50%	13-3610583
Llc (F/K/A J.P. Morgan Capital Corporation) Jpmp Capital	Owner	1 Feb 2000	25% - 50%	13-3610583
J.P. Morgan Chase & Co. Inc.	Owner	1 Nov 2000	75% - 100%	13-2624428

Based in New York

The principal office where J.P. Morgan Latin America Management Company, LLC. performs its advisory services is located at 270 Park Avenue, New York, NY 10017 2014, 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 212-270-4160 or by fax 212-270-2604. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.jpmorgan.com.