JASPER RIDGE PARTNERS, L.P.
Firm details
- Headquarters
- FORT WORTH, Texas
- CRD number
- 144401
- Registered since
- December 4, 2009
- Website
- www.jasperridge.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Other72.21%
- Pooled Investment Vehicles25.9%
- HNWI1.89%
- Services
- Financial PlanningPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Jasper Ridge Partners, L.P. is an independent advisory firm organized as a limited partnership and operating as a capital allocator for both individual/family and institutional clients. Founded in 2009, the firm combines portfolio management, financial planning, and selection-of-advisers capabilities with sponsor and manager roles in pooled vehicles; it also discloses activity as a CPO/CTA. Its fee arrangements include percentage-of-AUM, fixed fees, and performance-based components. Jasper Ridge has identified itself as an active ESG investor and provides portfolio management for pooled investment vehicles and for businesses or institutions in addition to serving as a sponsor or general partner of pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds62%
- Non-Exchange Traded Equities16%
- Public Funds/Mutual Funds14%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3RAYMOND DURHAM
Partner & Chief Financial OfficerCRD 7355793
ADAN ARAUJO
Chief Compliance OfficerCRD 2971831
CORI DUNCAN
CEO and PartnerCRD 5742215
Contacts
3 of 14NIKHILESH TANDON
PartnerCRD 4835883
JAMES SCARBROUGH
PartnerCRD 7085741
RAJESH SWAMINATHAN
General CounselCRD 5905993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$3.7B in ETFs
100%
$3.7B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $1.4B | 21,127,620 | 37.06% |
Location
FORT WORTH, TX
TARRANT
Location
FORT WORTH, TX
Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 201 Main St
- Time zone
- CT (UTC-6)
- Office locations
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