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 formed as an LLC and registered with the SEC in 2017. The firm serves both individual/family and institutional clients and positions itself as a capital allocator, managing direct portfolios and selecting third‑party managers. Its advisory services include financial planning, portfolio management for individuals, small businesses and pooled investment vehicles, selection of other advisers, and it also operates in CPO/CTA capacities. Fee arrangements are flexible and include percentage‑of‑AUM, fixed and hourly fees, and performance‑based components. Jordan Park identifies as an active ESG investor and maintains industry relationships that span broker‑dealer, trust company and sponsor/GP roles for pooled vehicles. AdvisorHub named the firm to its "50 RIA Firms to Watch" list in 2026.