JORDANELLE CAPITAL
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2MATTHEW DAY
Managing PartnerCRD 5201705
DANIEL ZIER
PartnerCRD 8245722
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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