Investment adviser · CRD 293667
JM FINANCIAL LIMITED
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
MUMBAI, MAHARASTRA, India · Form ADV filed Jun 27, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
4 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.
JM FINANCIAL INDIA GROWTH FUND III (A SCHEME OF JM FINANCIAL INDIA GROWTH TRUST III)Private Equity Fund · Last reported Jun 27, 2026$67.7MGross asset value
Feeder funds
- JM FINANCIAL INDIA GROWTH FUND III VCC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
B S R & CO LLP
PCAOB 1209
Fund details & source
- Fund ID
- 805-9525682993
- Reported beneficial owners
- 95
- Minimum commitment
- $122K
Form ADV 2115131 · Jun 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
JM FINANCIAL INDIA FUND II - A SCHEME OF JM FINANCIAL INDIA TRUST IIPrivate Equity Fund · Last reported Jun 27, 2026$52.4MGross asset value
Feeder funds
- JM FINANCIAL INDIA FUND II (MAURITIUS) LIMITED
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
B S R & CO LLP
PCAOB 1209
Fund details & source
- Fund ID
- 805-9157454572
- Reported beneficial owners
- 80
- Minimum commitment
- $141K
Form ADV 2115131 · Jun 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
JM FINANCIAL INDIA FUNDPrivate Equity Fund · Last reported Jun 27, 2026$2.96MGross asset value
Feeder funds
- JM FINANCIAL - OLD LANE INDIA CORPORATE OPPORTUNITIES II LIMITED
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
B S R & CO LLP
PCAOB 1209
Fund details & source
- Fund ID
- 805-1927345041
- Reported beneficial owners
- 90
- Minimum commitment
- $22.3K
Form ADV 2115131 · Jun 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
JM FINANCIAL INDIA FUND IIIPrivate Equity Fund · Last reported Jun 27, 2026$817KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
B S R & CO LLP
PCAOB 1209
Fund details & source
- Fund ID
- 805-4655224504
- Reported beneficial owners
- 90
- Minimum commitment
- $22.3K
Form ADV 2115131 · Jun 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jun 27, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
7TH FLOOR, CNERGY, APPASAHEB MARATHE MARG, PRABHADEVIMUMBAI, MAHARASTRA, 400025, India
CRD 293667
Filing source
Form ADV 2115131 · Jun 27, 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.