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.
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 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. 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.
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.