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Banc One High Yield Partners LLC (Cincinnati)


Banc One High Yield Partners LLC is a large advisory firm based in Cincinnati. It manages $1.88 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Banc One High Yield Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Banc One High Yield Partners: assets under management

The assets under management (AUM) of Banc One High Yield Partners LLC is $1.88 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 344% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.88 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $234.5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Banc One High Yield Partners LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
Asher Oscar Pacholder Charirman 1 Feb 1984 50% - 75% 1468064
Bank One Corporation Indirect parent 1 Dec 1987 75% - 100% 31-0738296
Na (Ohio) Bank One Direct parent 1 Nov 1992 75% - 100% 31-4148768
Sylvia Ann Pacholder Shareholder 1 Apr 1993 50% - 75% 4346863
Bank One Corporation Indirect partent 1 Mar 2003 25% - 50% 31-0738296
William James Morgan Shareholder 1 Mar 2003 50% - 75% 1468073
Jpmorgan Chase & Co. 100% 1 Jul 2004 75% - 100% 13-2624428
Jpmorgan Chase & Co. 100% 1 Nov 2004 75% - 100% 13-2624428
N.A. Jpmorgan Chase Bank Direct parent 1 Nov 2004 75% - 100% 13-4994650

Based in Cincinnati

The principal office where Banc One High Yield Partners LLC performs its advisory services is located at 8044 Montgomery Rd., Cincinnati, OH 45236, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 614-213-1684. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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