Jordan Park Group LLC

RIASEC Registered

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 and capital allocator that works with high-net-worth individuals, families and institutional clients. The firm is SEC-registered (initial registration recorded in 2017) and operates as a limited liability company. Its advisory services include financial planning, portfolio management for individuals, pooled investment vehicles and institutions, and manager selection. Jordan Park also serves as sponsor, general partner and managing member of pooled vehicles and lists CPO/CTA activity among its business lines. The firm charges a mix of fee structures — percentage of AUM, fixed and hourly fees, and performance-based arrangements — and describes itself as an active ESG investor.