Jordan Park Group LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 287755
- Registered since
- March 7, 2017
- Website
- jordanpark.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI66.58%
- Pooled Investment Vehicles26.54%
- Charitable Organizations6.3%
- Other Investment Advisers0.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Jordan Park Group LLC is an independent registered investment adviser organized as an LLC and operating since 2017. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its fee menu is varied — percentage of AUM, hourly and fixed fees, and performance-based arrangements are all used — and the firm also performs commodity pool/CTA activities and serves as sponsor or manager of pooled investment vehicles. Advisory services span financial planning, portfolio management for individuals, businesses and pooled vehicles, and selection of third‑party managers. Jordan Park identifies as an active ESG investor. The firm was named one of "50 RIA Firms to Watch" by AdvisorHub in 2026.
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
- Exchange Traded Equities63%
- State & Local Bonds21%
- US Government Bonds8%
- Investment Grade Corp Bonds5%
- Non-Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Frank Ghali
Founder and CEOCRD 4263048
Contacts
3 of 15
Roshan Patel
AssociateCRD 7383367
Erika O'connor
Senior Vice PresidentCRD 5677665
Alina Bocu
Vice President, Client AdvisoryCRD 7796290
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$2.3B in ETFs
100%
$2.2B
0%
$9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | BlackRock | Passive | Diversified Emerging Mkts | $473M | 6,808,959 | 20.95% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 100 Pine St
- Time zone
- PT (UTC-8)
- Office locations
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