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Jmp Asset Management LLC (San Francisco)


Jmp Asset Management LLC is a large advisory firm based in San Francisco. It manages $287.8 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

Jmp Asset Management provides portfolio management for pooled investment vehicles 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.

Jmp Asset Management: assets under management

The assets under management (AUM) of Jmp Asset Management LLC is $287.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $287.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.16 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jmp Asset Management 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 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Jmp Group Inc Managing member 1 May 2007 75% - 100% 20-1450327

Based in San Francisco

The principal office where Jmp Asset Management LLC performs its advisory services is located at 600 Montgomery Street, San Francisco, CA 94111, 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 (415) 835-3900 or by fax (415) 263-1336. The normal business hours are 7:30 a.m. - 4:00 p.m. on Monday - Friday.


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