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JUPITER ASSET MANAGEMENT LIMITED

LONDON, United Kingdom · CRD 306863 · IAPD ↗ · 44 20 3817 1000

$68.22BRegulatory AUM
70Advisory reps
408Employees
1Clients
n/aPlanning clients
3Private funds
0States
6Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
April 2026 — JUPITER ASSET MANAGEMENT LIMITED shrank from 117 to 70 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
39
April 2026 — JUPITER ASSET MANAGEMENT LIMITED reported RAUM up 48% ($46.19B -> $68.22B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
August 2025 — JUPITER ASSET MANAGEMENT LIMITED now reports custody of client assets ($10,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
August 2025 — JUPITER ASSET MANAGEMENT LIMITED now reports 3 private fund(s) ($40.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
25
April 2024 — JUPITER ASSET MANAGEMENT LIMITED shrank from 127 to 121 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.