JP Morgan Asia Pacific

J.P. Morgan Asia Pacific operates as a prominent buyout fund managed by J.P. Morgan, focusing on investments in the Asia Pacific region, as well as the Middle East and the United States. This fund primarily targets the healthcare service sector, reflecting the firm's strategic emphasis on sectors with growth potential. J.P. Morgan Asset Management, a major player in the global asset management landscape, caters to individuals, advisors, and institutions, offering a wide range of investment strategies across various asset classes. With a rich history of over 200 years in financial services, J.P. Morgan emphasizes client-centric solutions and global market insights, positioning itself as a trusted partner for wealth management and investment needs.

George Ahl

Managing Director and Client Portfolio Manager

Boris Bong

Managing Director

Jonathan Bylin

Managing Director

Ana Capella

Managing Director

Kristen Chambers

Managing Director and Global Head of Media Relations

Joanna Crompton

Fund Manager, Executive Director and Portfolio Manager

Andy Dacy

Managing Director

Roberta Gastaldello

Executive Director and Head, Head of ETF Distribution Italy

George Gatch

CEO

Vincent Lu

Managing Director and Co-Head, Global Performing Credit Group

Nicholas Meer

Managing Director

Lawrence Unrein

Research Analyst

Reuben Weislogel

Vice President, EM Corporate Credit

Vincent Zeng

Vice President, Machine Learning

Past deals in Placement Agent

Illuminate Financial

Venture Round in 2022
Illuminate Financial Management LLP is a venture capital firm established in 2014 and headquartered in London, United Kingdom, with an additional office in New York. The firm specializes in investments within the financial technology sector, focusing on companies that address challenges in financial services, particularly in compliance, regulation, and connectivity. Illuminate Financial targets early-stage investments, including Series A and seed financing, typically committing between $0.25 million and $3 million for a stake of 5% to 20% in its portfolio companies. While the firm invests globally, it places a significant emphasis on opportunities within the United Kingdom, Europe, and the United States. With deep domain expertise and a robust industry network, Illuminate Financial serves as a trusted partner, guiding its portfolio companies through the complexities of their early development phases.

Capitolis

Series D in 2022
Capitolis Inc. is a technology provider that offers an online software-as-a-service platform designed for banks and financial institutions to enhance their capital management and improve economic performance. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on addressing constraints in capital markets, particularly in equities and foreign exchange. The platform enables financial institutions to optimize their balance sheets and improve liquidity by facilitating the sourcing of capital for trades from other institutions with substantial balance sheets. By connecting market participants, Capitolis seeks to transform business efficiency and create collaborative solutions that allow clients to leverage under-utilized capital, ultimately capturing new growth opportunities.

Capital Markets Gateway

Series B in 2022
Capital Markets Gateway Inc. is a financial technology firm that modernizes the equity capital markets by offering a platform that connects investors and underwriters through integrated data and analytics. The platform provides real-time information, enabling users to monitor the capital raising landscape, conduct due diligence, and make informed investment decisions. Launched in 2017 by experienced equity capital markets practitioners, the platform enhances transparency and workflow efficiency, serving nearly 100 buy-side firms and 15 investment banks. Capital Markets Gateway, incorporated in 2015 and headquartered in Chicago, Illinois, also has offices in New York and Seattle.

GeoWealth

Series B in 2021
GeoWealth is an investment advisory firm based in Chicago, with additional offices in New York and Europe, that specializes in providing a comprehensive wealth management technology platform for registered investment advisors. The firm offers a cloud-based solution that includes a range of features such as reporting, reconciliation, aggregation, billing, and trading. GeoWealth's platform also provides turnkey access to a selection of exchange-traded fund model portfolios, enabling advisors to implement customizable investment strategies. Built by a team with extensive experience in the wealth management industry, GeoWealth emphasizes flexibility and integration, allowing investment advisors to streamline their operations and enhance client service. By avoiding outdated systems, the firm delivers a modern platform that addresses all aspects of the wealth management lifecycle from a single interface, positioning itself to support the evolving needs of its clients.

Campbell Global

Acquisition in 2021
Campbell Global is a privately owned investment management firm based in Portland, Oregon, specializing in timberland and natural resource investments. Founded in 1981, the firm focuses on acquiring, managing, and disposing of undervalued timberland properties. It offers a range of services, including transaction advisory, property and portfolio management, as well as accounting and reporting services. Campbell Global employs in-house research to inform its investment decisions, ensuring a thorough approach to timberland investment management. The firm operates as a subsidiary of BrightSphere Investment Group Inc.

Capitolis

Series C in 2021
Capitolis Inc. is a technology provider that offers an online software-as-a-service platform designed for banks and financial institutions to enhance their capital management and improve economic performance. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on addressing constraints in capital markets, particularly in equities and foreign exchange. The platform enables financial institutions to optimize their balance sheets and improve liquidity by facilitating the sourcing of capital for trades from other institutions with substantial balance sheets. By connecting market participants, Capitolis seeks to transform business efficiency and create collaborative solutions that allow clients to leverage under-utilized capital, ultimately capturing new growth opportunities.

Zanbato

Corporate Round in 2021
Zanbato, Inc., founded in 2010 and based in Mountain View, California, operates as a private securities crossing network that offers software solutions for private placement professionals. The company develops an integrated technology platform that enhances the private placement process by centralizing access, improving analytics, and streamlining workflows. Its platform supports real-time communication with market operators, participant vetting, and order verification while ensuring the privacy of orders and identities. Zanbato serves a diverse clientele, including broker-dealers, fund managers, wealth managers, institutional investors, and government entities. By facilitating market data, counter-party verification, and order execution, Zanbato aims to create an efficient private market that allocates capital effectively to innovative ideas and emerging talent.

Pico

Series C in 2020
Pico is a leading provider of technology services for the financial markets community. Pico provides a best-in-class portfolio of innovative, transparent, low-latency markets solutions coupled with an agile and expert service delivery model. Instant access to financial markets is provided via PicoNet™, a globally comprehensive network platform instrumented natively with Corvil analytics and telemetry. Clients choose Pico when they want the freedom to move fast and create an operational edge in the fast-paced world of financial markets.

55ip

Acquisition in 2020
55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip’s ActiveTax Technology®, which includes tax-smart transitions, management, and withdrawals. More information is available at https://www.55-ip.com

Capitolis

Venture Round in 2020
Capitolis Inc. is a technology provider that offers an online software-as-a-service platform designed for banks and financial institutions to enhance their capital management and improve economic performance. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on addressing constraints in capital markets, particularly in equities and foreign exchange. The platform enables financial institutions to optimize their balance sheets and improve liquidity by facilitating the sourcing of capital for trades from other institutions with substantial balance sheets. By connecting market participants, Capitolis seeks to transform business efficiency and create collaborative solutions that allow clients to leverage under-utilized capital, ultimately capturing new growth opportunities.

GeoWealth

Series A in 2018
GeoWealth is an investment advisory firm based in Chicago, with additional offices in New York and Europe, that specializes in providing a comprehensive wealth management technology platform for registered investment advisors. The firm offers a cloud-based solution that includes a range of features such as reporting, reconciliation, aggregation, billing, and trading. GeoWealth's platform also provides turnkey access to a selection of exchange-traded fund model portfolios, enabling advisors to implement customizable investment strategies. Built by a team with extensive experience in the wealth management industry, GeoWealth emphasizes flexibility and integration, allowing investment advisors to streamline their operations and enhance client service. By avoiding outdated systems, the firm delivers a modern platform that addresses all aspects of the wealth management lifecycle from a single interface, positioning itself to support the evolving needs of its clients.

CurveGlobal

Venture Round in 2018
The interest rate derivatives platform.

Pico

Funding Round in 2017
Pico is a leading provider of technology services for the financial markets community. Pico provides a best-in-class portfolio of innovative, transparent, low-latency markets solutions coupled with an agile and expert service delivery model. Instant access to financial markets is provided via PicoNet™, a globally comprehensive network platform instrumented natively with Corvil analytics and telemetry. Clients choose Pico when they want the freedom to move fast and create an operational edge in the fast-paced world of financial markets.

Prosper

Series D in 2015
Prosper Funding LLC operates a peer-to-peer online credit marketplace that connects borrowers seeking personal loans with individual and institutional investors willing to fund those loans. Established in 2005 and headquartered in San Francisco, California, Prosper's platform offers a transparent environment for financial transactions, allowing borrowers to access fixed-rate, unsecured loans without hidden fees or prepayment penalties. The marketplace is accessible to investors in 31 states and to borrowers in 48 states, including the District of Columbia. By utilizing a data-driven underwriting model, Prosper enables investors to achieve solid returns while facilitating affordable loan options for consumers.

Luminex Trading & Analytics

Venture Round in 2015
Luminex Trading & Analytics specializes in providing an equity trading platform designed to enhance the efficiency of institutional investors in sourcing block liquidity. The platform facilitates access to clean and natural block liquidity while significantly reducing trading costs. By engaging exclusively with venue-approved participants, Luminex ensures low-cost trading with minimal information leakage, thereby allowing traders to execute large block trades with reduced market impact. This focus on transparency and cost-effectiveness positions Luminex as a valuable resource for the institutional money management community.

NewStar Financial

Private Equity Round in 2004
NewStar Financial, Inc. is a specialized commercial finance company established in 2004 and based in Massachusetts. It focuses on addressing the complex financing needs of middle-market companies and private investors. The firm offers a variety of senior secured debt financing options tailored to mid-sized businesses, enabling them to fund working capital, growth initiatives, acquisitions, recapitalizations, and equipment purchases. NewStar originates loans and leases through experienced senior bankers and marketing officers, who are organized around specific industry and market segments, ensuring that clients receive knowledgeable and targeted financial solutions.

OnSite Access

Venture Round in 2000
As the leading national provider of building-centric, integrated communications services, OnSite Access is dedicated to bridging the interests of commercial property owners, real estate managers and agents, businesses, and the communications services industry. They're already wiring over 350 million square feet of real estate in 29 markets - all at no cost to building owners. In the process, they're turning properties with antiquated, inefficient communications infrastructures into buildings of the future. And they're enabling thousands of growing businesses to communicate, collaborate, and compete in ways never before possible or affordable.
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