JORDANELLE CAPITAL

RIASEC RegisteredEst. 2022
Total AUM
$179M
Discretionary
$53.3M
30% of AUM
Avg account
$44.8M
Accounts
4
Employees
2
Advisory reps
2

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
323676
Registered since
November 30, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Jordanelle Capital is a privately held limited liability company formed as a private equity manager and SEC-registered adviser in 2022 that targets institutional investors. The firm’s primary activity is portfolio management for pooled investment vehicles, and it functions in sponsor/GP and managing member roles for those vehicles. Investment effort centers on private market strategies—private equity, venture capital and real estate—rather than broad public market mandates. Jordanelle charges a mix of percentage-of-AUM and performance-based fees, which aligns with a typical alternative-investment manager compensation model. The firm is not an active ESG investor and does not operate as a multi-state adviser, indicating a relatively focused operational footprint. Its client base is small and institutional in nature, and the business model emphasizes managing pooled funds and acting as general partner or sponsor rather than providing mass-market advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • MATTHEW DAY

    Managing PartnerCRD 5201705

  • DANIEL ZIER

    PartnerCRD 8245722

Wealth teams

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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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Location

Primary office

SALT LAKE CITY , UT

SALT LAKE

Location

SALT LAKE CITY , UT

Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
68 K St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth