Form D · Private Equity Fund

J P Morgan Secondary Private Equity Investors LLC

New York, NY · CIK 0001460075

Offering snapshot reported Oct 5, 2009 · SEC filing

Reported sold: $781M
Investors reported: 324
Minimum accepted: $250K
First sale: Feb 27, 2009

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$615,714,383 → $781,214,383
Reported investors321 → 324

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 5, 2009	Amendment	$781,214,383	$165,500,000vs Sep 9, 2009	324	SEC filing
Sep 9, 2009	Amendment	$615,714,383	$136,976,000vs May 4, 2009	321	SEC filing
May 4, 2009	Amendment	$478,738,383	No comparison	Not reported	SEC filing
Apr 10, 2009	Amendment	$274,848,383	No comparison	Not reported	SEC filing

Offering details

Securities: Not reported
Exemptions: 06, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $5.32M (estimated)
Finders' fees: $0
Form D file number: 021-129016

No further sales are expected to take place.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
N/A	None	J.P. Morgan Securities Inc. · CRD 79

Source: Form D, filed Oct 5, 2009. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

PEG SECONDARY PRIVATE EQUITY INVESTORS LLC

Investment adviser: J.P. MORGAN PRIVATE INVESTMENTS INC.

Gross asset value: $245M
Beneficial owners: 221
ADV minimum commitment: $500K

Reported in Form ADV on Jun 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STATE STREET CORPORATION BOSTON, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States

Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: Yes

Custodian STATE STREET BANK BOSTON, Massachusetts, United States Related to adviser: No

Marketer J.P. MORGAN BANK SE LUXEMBOURG, Luxembourg Related to adviser: Yes

Marketer J.P. MORGAN BANK SE, LONDON BRANCH LONDON, United Kingdom Related to adviser: Yes

Marketer J.P. MORGAN BANK SE, MADRID BRANCH MADRID, Spain Related to adviser: Yes

Marketer J.P. MORGAN BANK SE, MILAN BRANCH MILAN, Italy Related to adviser: Yes

Marketer JPMORGAN CHASE BANK N.A. - HONG KONG BRANCH HONG KONG, Hong Kong Related to adviser: Yes

Marketer J.P. MORGAN CHASE BANK, N.A. PARIS PARIS, France Related to adviser: Yes

Marketer J.P. MORGAN CHASE BANK, N.A. SINGAPORE SINGAPORE, Singapore Related to adviser: Yes

Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: Yes

Marketer J.P. MORGAN SE, FRANKFURT BRANCH FRANKFURT, Germany Related to adviser: Yes

Marketer J.P. MORGAN SE, LUXEMBOURG BRANCH LUXEMBOURG, Luxembourg Related to adviser: Yes

Marketer J.P. MORGAN (SUISSE) SA GENEVA, Switzerland Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702

Filing source

Form ADV 2114545 · Jun 26, 2026 · Schedule D 7.B.(1), fund 805-9985678890

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
J P Morgan Secondary Private Equity Investors LLC (this fund)	Oct 5, 2009	$781,214,383	324
J.P. Morgan Secondary Private Equity Investors II L.P.	May 31, 2013	$597,503,800	258

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Margaret Conklin	Director
Glenn Hill	Director
(Jpmpi) J.P. Morgan Private Investments Inc.	Executive, Promoter
("Jpmpi") J.P. Morgan Private Investments Inc.	Executive, Promoter
Thomas Mc Graw	Director
Shideh Theunissen	Director
David Wezdenko	Director
Douglas Wurth	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

345 Park Avenue
New York, NY, 10154