U.S. Large Cap 130/30 Fund, LLC
Other Private FundFund ID 805-4197473121Delaware, United States
Gross assets
$1.55B
Min. investment
$5M
Beneficial owners
29
Size rank
Top 5%
Audited
Yes
Structure
Standalone
About this fund
U.S. Large Cap 130/30 Fund, LLC is a other private fund managed by J.P. Morgan Investment Management Inc.. The fund reports $1.6 billion in gross assets, placing it among the top 5% of private funds by size. The stated minimum investment is $5 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-4197473121 |
| Fund type | Other Private Fund — NOT A HEDGE, LIQUIDITY, REAL ESTATE, SECURITIEZED OR PRIVATE EQUITY FUND |
| 3(c)(1) exclusion | No |
| 3(c)(7) exclusion | Yes |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | Yes |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| % of assets independently valued | 100% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Iif Int'l Holding Scsp | Other Private | $27.1B |
| Iif US Holding 2 LP | Other Private | $23.92B |
| Iif UK 1 Hedged LP | Other Private | $6.36B |
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Join to unlock · $37/moFrequently asked questions
How large is U.S. Large Cap 130/30 Fund, LLC?
U.S. Large Cap 130/30 Fund, LLC reports $1.6 billion in gross assets, among the top 5% of private funds by size.
What is the minimum investment for U.S. Large Cap 130/30 Fund, LLC?
The stated minimum investment is $5 million.
Who manages U.S. Large Cap 130/30 Fund, LLC?
U.S. Large Cap 130/30 Fund, LLC is managed by J.P. Morgan Investment Management Inc.
Does U.S. Large Cap 130/30 Fund, LLC disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
J
New York, NY
Service providers
Prime broker
Custodian
Administrator
Auditor
Marketer
Reported gross assets
$1.55B▲ 59%
Mar '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 5%
Larger than 95% of 67,041 private funds
Gross assets vs Other Private FundsTop 4%
Larger than 96% of 8,892 other private funds
Minimum investmentTop 17%
Higher than 83% of funds reporting a minimum
Investor base
Adviser & related persons%
Funds of funds%
Non-U.S. persons13%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.