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The Fund Banking Group

With over 25 years dedicated to fund banking, our experience broadens with the acquisition of First Republic Bank. Working with us, you can benefit from a holistic approach that starts with the proven stability of our fortress balance sheet and encompasses our global lines of business. Simply stated, we are the strong, agile partner committed to helping you meet the level of all your firm’s ambitions.

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Our experience speaks for itself. Put it to work for your firm.

25+

years of Private Equity and Venture Capital banking experience

100+

team members dedicated to funds banking

$100B+

client assets under supervision

One-stop fund banking for your non-stop ambition

Rely on seamless banking services

providing efficient account onboarding, streamlined cash management operations and an advanced treasury workstation, all supported by our renowned dedicated service model.

Collaborate with experienced lending specialists

who are industry leaders in providing structured lending facilities to the PE and VC communities.

Get actionable investment advice

to optimize liquidity and cash management needs. Leverage our foreign exchange services and block trade services.

Tap into our workplace solutions set

including our subsidiary Global Shares, where we provide share plan and cap table administration services to public and private companies.

Access four global business lines

that are seamlessly connected to help you seize opportunities, mitigate risks and maximize returns.

Gain insights through our global network

providing you with unique perspectives on what your peers are doing through this vast network and our deep relationships.

Elevate your Fund Banking experience with J.P. Morgan Private Bank. Start today.

CONTACT US

Our holistic approach brings you the full offering of JPMorgan Chase

Your firm expects the best. Work with the bank that helps delivers it, when and how you need it.

Offerings for your firm

Offerings for employees of your firm

Wealth management strategies to help you build your future

Our Fund Banking Group Leadership Team

Our team brings you a wealth of experience informed by our legacy of working with top-performing Venture Capital and Equity Funds for 25+ years. The team is deeply experienced at what you do and intensely focused on who you are.

Jeffrey Kaveney

Managing Director, Head of the Fund Banking Group

Jason Gies

Managing Director, Market Manager

Jeremy Geller

Managing Director, Co-Head of New York

Leading minds leading the industry

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Past performance is no guarantee of future results. JPMorgan Chase & Co., its affiliates, and employees do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal and accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transaction.

There can be no assurance that the professionals currently employed by JPMorgan Chase Bank, N.A. will continue to be employed by JPMorgan Chase Bank, N.A., or that the past performance or success of any such professional serves as an indicator of such professional s future performance or success.

The price of equity securities may rise or fall due to the changes in the broad market or changes in a company s financial condition, sometimes rapidly or unpredictably. Equity securities are subject to stock market risk meaning that stock prices in general may decline over short or extended periods of time.

Investing in fixed income products is subject to certain risks, including interest rate, credit, inflation, call, prepayment and reinvestment risk. Any fixed income security sold or redeemed prior to maturity may be subject to substantial gain or loss.

High Yield bonds are speculative non investment grade bonds that have higher risk of default or other adverse credit events which are appropriate for high risk investors only.

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LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.