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

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