JASPER RIDGE PARTNERS, L.P.

RIASEC RegisteredEst. 2009
Total AUM
$43B
Discretionary
$42.2B
98% of AUM
Avg account
$641M
Accounts
67
Employees
145
Advisory reps
17

Firm details

Headquarters
FORT WORTH, Texas
CRD number
144401
Registered since
December 4, 2009
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 62%, Non-Exchange Traded Equities 16%, Public Funds/Mutual Funds 14%, Exchange Traded Equities 3%, Cash & Cash Equivalents 3%, Other 2%62%
  • Private Funds62%
  • Non-Exchange Traded Equities16%
  • Public Funds/Mutual Funds14%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 3
  • RAYMOND DURHAM

    Partner & Chief Financial OfficerCRD 7355793

  • ADAN ARAUJO

    Chief Compliance OfficerCRD 2971831

  • CORI DUNCAN

    CEO and PartnerCRD 5742215

Contacts

3 of 14
  • NIKHILESH TANDON

    PartnerCRD 4835883

  • JAMES SCARBROUGH

    PartnerCRD 7085741

  • RAJESH SWAMINATHAN

    General CounselCRD 5905993

Unlock 11 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 22

Active vs passive

$3.7B in ETFs

Passive

100%

$3.7B

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$1.4B21,127,62037.06%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth