The JGP WEALTH MANAGEMENT is a privately held investment adviser that advises $11.44Bn in regulatory assets under management held in 0 SEC fund types across 4 investment strategies. JGP WEALTH MANAGEMENT is a Public/Private Fund Assets increased by 18.06% over the last 5-years.
The Group has been registered with the SEC for 8.55 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 2838 NW CROSSING DRIVE SUITE 212, BEND, OREGON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 23 employees comprised of 13 investment and 10 non-investment staff. The total number of Employees increased by 91.67% over the last 5-years.
Their $11.44Bn in assets advised are owned by 58 private funds, 217 public funds and BDCs and 32 other accounts. Assets of Investment Companies (IC) clients own $6.82Bn or 59.65% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $3.18Bn or 27.83% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Multi Strat and Long/Short Equity, representing 54.31%, 40.6% and 4.7% of total assets, respectively.
They advise 5 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 10 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 9 Custodians and 12 Marketers. It does not report a third-party Fund Administrator in 44 private funds with $598.33mn in assets.
The Group discloses fixed fees and management fees.
JGP WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.