Hedge fund profile
Tax-Smart Disciplined Equity Long/short 3c7 Fund LLC
Tax-Smart Disciplined Equity Long/short 3c7 Fund LLC is reported as a hedge fund in Form ADV private-fund disclosures. The adviser is J.p. Morgan Investment Management Inc., based in New York, New York, United States.
$14.7Mgross assets
$25.0Mminimum
1owners
3(c)(7)exemption
Disclosure fields
Fund facts
SEC private fund ID805-1006175062
Reference ID493417
JurisdictionDelaware, United States
Fund of fundsNo
Master fundNo
Feeder fundNo
Non-US ownership0%
Assets valued100%
Annual auditNo
GAAPNo
Source periodJanuary 2026
Date submitted01/23/2026 05:41:47 AM
Adviser
J.p. Morgan Investment Management Inc.
TypeRegistered investment adviser
SEC number801-21011
CRD107038
Regulatory AUM$3.0T
Compliance signals
Registration exemption not marked Sales limitation not marked Prime brokers reported Custodians reported
Service providers
Reported counterparties
General partners
J.p. Morgan Investment Management Inc.(investment Manager)Warren Keens/pontis Services Delaware LTD (director)Robert Meschi/pontis Services Delaware LTD (director)Leon Rhule/pontis Services Delaware LTD (director)Christine Fletcher/pontis Services Delaware LTD (director)
Prime brokers
MORGAN STANLEY & CO. LLC
Custodians
MORGAN STANLEY & CO. LLC
Administrators
JPMORGAN CHASE BANK, N.A.
Same adviser