8-KOther Events

JPMORGAN CHASE & CO 8-K Report (Nov 29, 2000)

Filed November 29, 2000For Securities:JPMJPM-PCJPM-PDJPM-PKJPM-PLJPM-PMJPM-PJAMJBVYLD

Summary

The Chase Manhattan Corporation (now part of JPMorgan Chase & Co.) filed an 8-K on November 28, 2000, disclosing its intention to launch a new private equity fund through its Chase Capital Partners (CCP) division. This fund is designed to co-invest alongside CCP in a significant portion of its direct private equity and equity-related investments. Investors unaffiliated with Chase will have the opportunity to participate in this new fund.

Key Highlights

  • 1Chase Capital Partners (CCP) plans to offer limited partnership interests in a new private equity fund to external investors.
  • 2The new fund will co-invest alongside CCP in direct private equity and equity-related investments.
  • 3Chase intends to commit at least $8.0 billion to CCP over a five-year investment period for direct investments made alongside the new fund.
  • 4Specific commitments include at least $2.0 billion for calendar year 2001 and at least $1.5 billion annually for calendar years 2002 through 2005.
  • 5Chase will also continue to provide funds to CCP for investments where the new fund will not participate.
  • 6Exhibit 99.1 provides a detailed summary of CCP's historical direct private equity investment performance, though past results are not indicative of future performance.
  • 7Valuations in Exhibit 99.1 may differ materially from those in Chase's financial statements due to different valuation policies.

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