Investment adviser · CRD 159227
JAG CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
ST. LOUIS, MO, United States · Form ADV filed May 21, 2026
- Regulatory AUM
- $1.9B Form ADV · Item 5.F
- Client accounts
- 1,675 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 42 | $523,442,257 | 27.5% |
| Other clients | 613 | $392,737,164 | 20.6% |
| High-net-worth individuals | 101 | $351,288,211 | 18.5% |
| Retirement plans | 11 | $222,772,762 | 11.7% |
| Insurance companies | Fewer than 5 | $165,391,062 | 8.7% |
| Corporations & businesses | 16 | $131,501,116 | 6.9% |
| Individuals | 284 | $69,625,292 | 3.7% |
| Investment companies | 1 | $45,229,285 | 2.4% |
Filing source
Form ADV 2104205 · May 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
1610 DES PERES RD, STE 120ST. LOUIS, MO, 63131, United States
CRD 159227
Filing source
Form ADV 2104205 · May 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.