SourcingSourcing

JMI MANAGEMENT, L.P.

C22
CRD 158344·SEC 801-79886·BALTIMORE, MD
AUM
$13.58B
$1B+
Est. Revenue
$135.8M
@ 1% on AUM
Est. EBITDA
$40.7M
@ 30% margin
Est. Deal Value
$325.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JMI MANAGEMENT, L.P.
CRD
158344
SEC file #
801-79886
EIN
—
DBA names
—

Economics

AUM
$13.58B
AUM band
$1B+
AUM trajectory
'20'26
$3.59B → $13.58B▲ +278%
Client mix
Pooled Investment Vehicles20

Operations

Employees (total)
81
Advisory staff (per ADV)
44
Advisory staff (5-yr trend)
'20'26
39 advisors → 44 advisors▲ +13%
Primary office
BALTIMORE MD
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
linkedin.com/company/jmi-equity(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JMI MANAGEMENT COMPANY GP, L.L.C.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
JMI MANAGEMENT COMPANY GP, L.L.C.
ARROWSMITH, PETER, CHARTRAND
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan22
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
ARROWSMITH, PETER, CHARTRAND
Executive Officer · 2.5%
7351033
GUTTMAN, RANDY
Executive Officer · 2.5%
6312023
Monti, Lindsay, McCrory
Executive Officer · 2.5%
7460551
SCHMITT, MEGAN, TAYLOR
Executive Officer · 2.5%
7351034