J.P. MORGAN INVESTMENT MANAGEMENT INC.
Real estate private fund disclosures for an investment manager based in NEW YORK, NY. Latest included filing submitted 2026-06-30.
What the filing shows
J.P. MORGAN INVESTMENT MANAGEMENT INC. reports 20 U.S.-organized real estate funds and 26 real estate funds across all reported jurisdictions. None are marked as fund-of-funds.
Positive minimum commitments reported across these funds range from $1.0 million to $50.0 million. That figure is what a fund reports routinely requiring from outside fund investors. It is not the manager's property investment check size.
Reported real estate funds
Sorted by gross asset value. Gross assets are reported by the manager and can overlap across master, feeder, parallel, and related fund structures.
| Fund | Organized | Gross assets | Investor minimum | Owners | Annual audit |
|---|---|---|---|---|---|
| SMF GLOBAL LP805-6243381693 | Delaware | $1.6 billion | Not reported | 3 | Yes |
| SPF FIV2 (US) LP805-6801219309 · Feeder | Delaware | $1.2 billion | $10.0 million | 15 | Yes |
| STAR LAKE OPPORTUNITY FUND V-A, L.P.805-4638126174 | Delaware | $644 million | $10.0 million | 6 | Yes |
| TRIO NET LEASE I, LP805-4229121735 | Delaware | $605 million | $25.0 million | 7 | Yes |
| J-CAL, LLC805-5711088039 | Delaware | $567 million | Not reported | 2 | Yes |
| KP VALUE ADDED FUND 1, LP805-9043261865 | Delaware | $410 million | Not reported | 2 | Yes |
| STAR LAKE FUND IV, LLC805-5226020105 | Delaware | $342 million | Not reported | 3 | Yes |
| BAYVIEW MARKET SQUARE LP805-8537909880 | Delaware | $253 million | Not reported | 3 | Yes |
| SUNBELT RESIDENTIAL US FIV A L.P.805-8639414787 | Delaware | $239 million | $10.0 million | 42 | Yes |
| PARKCAL II, LLC805-1210893815 | Delaware | $225 million | Not reported | 2 | Yes |
| SPF FIV5 (LUX) SCSP805-2739110723 · Feeder | Luxembourg | $200 million | $10.0 million | 14 | Yes |
| STAR LAKE FUND III, LLC805-1349182729 | Delaware | $180 million | Not reported | 3 | Yes |
| SPF FIV4 (LUX) SCSP805-4103222683 · Feeder | Luxembourg | $158 million | $10.0 million | 3 | Yes |
| HUDSONVIEW TSTY ACQUISITION LP805-5728150554 | Delaware | $71.8 million | Not reported | 2 | Yes |
| US REAL ESTATE QOZ PARTNERS 1, LP805-3123105576 | Delaware | $64.9 million | $1.0 million | 30 | Yes |
| SPF FIV3 (LUX) SCSP805-6700802985 · Feeder | Luxembourg | $48.0 million | $10.0 million | 1 | Yes |
| ADVANCED CITY FUND GLOBAL LP805-7701136746 | Delaware | $32.1 million | Not reported | 3 | Yes |
| SUNBELT RESIDENTIAL US FIV B L.P.805-7003304735 | Delaware | $21.0 million | $10.0 million | 2 | Yes |
| EUROPEAN OPPORTUNISTIC PROPERTY FUND III FEEDER LLC805-5298928416 · Feeder | Delaware | $12.6 million | Not reported | 5 | Yes |
| US REAL ESTATE QOZ PARTNERS 2, LP805-3167039018 | Delaware | $2.9 million | $1.0 million | 35 | Yes |
| EXCELSIOR II LLC805-5833745393 | Delaware | $2.9 million | $50.0 million | 3 | Yes |
| JMF III CAYMAN SLP, L.P.805-3677371315 · Feeder | Cayman Islands | $2.6 million | Not reported | 22 | No |
| HUDSONVIEW 125TH ACQUISITION LP805-3164331074 | Delaware | $1.7 million | Not reported | 2 | Yes |
| JMF IV CAYMAN SLP, L.P.805-8498163265 · Feeder | Cayman Islands | $971 thousand | Not reported | 18 | No |
| JMF II CAYMAN SLP, L.P.805-8045744315 · Feeder | Cayman Islands | $218 thousand | Not reported | 14 | No |
| NET LEASE REAL ESTATE FUND II, L.P.805-9193869240 | Delaware | Not reported | $50.0 million | 2 | Yes |
Source and limits
Source: SEC Investment Adviser Public Disclosure, Form ADV. Firm status checked 2026-08-20. Fund detail through 2026-07-31. CRD 107038, SEC 801-21011.
Form ADV is a regulatory disclosure, not a live deal mandate. It does not report property type, target geography, current fundraising status, available capital, or whether a manager accepts unsolicited proposals. Contact the firm and review current offering documents before relying on any figure.
Need capital for your operating business?
Build a preliminary funding profile. We will review your situation before discussing general options. Your information is not shared with a funding partner without permission.
Build your funding profileEducational only. Not financial, legal, investment, or tax advice. Big Brain Funding is not an investment adviser, broker-dealer, placement agent, lender, or broker of record. This profile is not an endorsement, recommendation, securities offering, or statement that the firm is available for a transaction.