Jordan Park Group LLC

RIASEC RegisteredEst. 2017

Total AUM

$23.3B

Discretionary

$23.2B

100% of AUM

Avg account

$5.2M

Accounts

4,487

Employees

153

Advisory reps

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

FINTRX

Overview

Jordan Park Group LLC is an independent registered investment adviser that acts as a capital allocator for both individuals/families and institutional clients. The firm registered with the SEC in 2017 and operates as a limited liability company with a mix of entity and individual ownership. Its advisory services span financial planning, portfolio management for individuals, pooled vehicles and institutions, and manager selection. Jordan Park also engages in commodity pool operator or commodity trading advisor activities and has affiliations that include broker-dealer relationships and roles as sponsor, general partner or managing member of pooled investment vehicles. The firm charges fees based on a percentage of AUM as well as hourly, fixed and performance-based arrangements. Jordan Park identifies as an active ESG investor and was named to AdvisorHub’s “50 RIA Firms to Watch” list in 2026.