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 registered investment adviser and limited partnership that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm has been SEC-registered since 2009 and combines portfolio management for pooled vehicles and institutions with financial planning and selection of third‑party advisers. It also operates in roles typical of commodity pool operators or commodity trading advisers and serves as sponsor/GP or managing member of pooled investment vehicles. Fee structures include percentage‑of‑AUM billing alongside fixed and performance-based fees. The firm identifies as an active ESG investor, which suggests ESG factors are integrated into manager selection or portfolio construction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Raymond Durham

    Partner & Chief Financial OfficerCRD 7355793

  • Adan Araujo

    Adan Araujo

    Chief Compliance OfficerCRD 2971831

  • Cori Duncan

    Cori Duncan

    CEO and PartnerCRD 5742215

Contacts

3 of 14
  • Nikhilesh Tandon

    Nikhilesh Tandon

    PartnerCRD 4835883

  • James Scarbrough

    James Scarbrough

    PartnerCRD 7085741

  • Rajesh Swaminathan

    Rajesh Swaminathan

    General CounselCRD 5905993

Unlock 11 more contacts

Wealth teams

FINTRX

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

$3.8B in ETFs

Passive

100%

$3.8B

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$1.1B15,979,95430.13%

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