Beneficial Ownership Report · SCHEDULE 13G/A
Andersen Group Inc.
ANDGNYSEEQUITYCurrent
Beneficial Ownership Report
Structured filing — SCHEDULE 13G/A
primary_doc.xml
Amendment · This filing reports the amendment as submitted.
Subject company
- Company
- Andersen Group Inc.
- Company CIK
- 0002065708
- Street
- 333 Bush Street
- Street (continued)
- Suite 1700
- City
- San Francisco
- State / country code
- CA
- Postal code
- 94104
Statement details
- Amendment number
- 2
- Security class
- Class A common stock, $0.0001 par value
- Event date
- 09/30/2026
- Rule designation
- Rule 13d-1(b)
Reporting person 1
- Name
- JPMORGAN CHASE & CO.
- Citizenship / organization
- DE
- Reporting person type
- HC
- Aggregate amount owned
- 1,278,125.0
- Percent of class
- 6.9
- Sole voting power
- 1,238,377.0
- Shared voting power
- 1.0
- Sole dispositive power
- 1,278,124.0
- Shared dispositive power
- 1.0
Item 1
Issuer
Andersen Group Inc.
Principal executive office address
333 Bush Street Suite 1700 San Francisco CA 94104
Item 2
Citizenship
DE
Filing person
JPMORGAN CHASE & CO.
Principal business or residence address
270 Park Avenue,,New York, NY 10017
Item 3
Not applicable indication
N
Type of filing person
HC
Item 4
Percent of class
6.9
Amount beneficially owned
1278125
Sole voting power
1238377
Shared voting power
1
Sole dispositive power
1278124
Shared dispositive power
1
Item 5
Not applicable indication
Y
Ownership of 5% or less
N
Item 6
Not applicable indication
N
Ownership on behalf of another person
Not Applicable
Item 7
Not applicable indication
N
Subsidiaries
J.P. Morgan Securities LLC; JPMorgan Asset Management (UK) Limited; JPMorgan Chase Bank, National Association; J.P. Morgan Investment Management Inc.; J.P. Morgan Wealth Management Solutions Inc.
Item 8
Not applicable indication
N
Group members
Not Applicable
Item 9
Not applicable indication
N
Item 10
Not applicable indication
N
Certifications
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
Signature 1
- Reporting person
- JPMORGAN CHASE & CO.
- Signed
- Rachel Tsvaygoft
- Title
- Vice President
- Date
- 10/16/2026
Company context
We are a leading provider of independent tax, valuation and financial advisory services to individuals and family offices, businesses and institutional clients in the United States. We have strategically expanded our business to build an integrated platform of service offerings that enables us to solve our clients’ most complex tax and financial challenges. The success of our approach is reflected in our consistent growth to date, having delivered a revenue compound annual growth rate (CAGR) of 15% since 2003, the first full fiscal year following our formation, through December 31, 2025. We have achieved this by delivering specialized technical expertise combined with practical advice, supported by our widely recognized and strong firm culture, integrated services offerings and global capabilities. Our global reach is facilitated through our membership in Andersen Global, a Swiss association of over 300 member and collaborating firms.
Current securities
Recent company filings
- SCHEDULE 13G/A - filed by ROYCE & ASSOCIATES LP regarding Andersen Group Inc.Oct 29, 2026
- SCHEDULE 13G/A - filed by FRANKLIN TEMPLETON INC regarding Andersen Group Inc.Oct 28, 2026
- Unregistered Sales of Equity SecuritiesOct 15, 2026
- Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory ArrangementsOct 14, 2026
- SCHEDULE 13G/A - filed by BROWN ADVISORY INC regarding Andersen Group Inc.Oct 7, 2026