Jm Financial Limited
SEC-registered
Broker-Dealer (Dually Registered)
CRD 293667
· SEC file 802-112989
· Mumbai, Maharastra
· www.linkedin.com
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ADV data as of Jun 27, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $159M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Jm Financial India Growth Fund Iii (A Scheme Of Jm Financial India Growth Trust Iii) master | Private Equity Fund | India | $80.9M | 95 |
| Jm Financial India Fund Ii A Scheme Of Jm Financial India Trust Ii master | Private Equity Fund | India | $74.1M | 80 |
| Jm Financial India Fund master | Private Equity Fund | India | $2.9M | 90 |
| Jm Financial India Fund Iii | Private Equity Fund | India | $1.2M | 90 |
Private funds (4, $159M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Jm Financial India Growth Fund Iii (A Scheme Of Jm Financial India Growth Trust Iii) | Private Equity Fund | $80.9M | $122K | 95 |
| Jm Financial India Fund Ii A Scheme Of Jm Financial India Trust Ii | Private Equity Fund | $74.1M | $141K | 80 |
| Jm Financial India Fund | Private Equity Fund | $2.9M | $22.3K | 90 |
| Jm Financial India Fund Iii | Private Equity Fund | $1.2M | $22.3K | 90 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/27/2026 | 3.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 27, 2026.
View current Form ADV (SEC/IAPD) ↗