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 that registered with the SEC in 2022 and operates as a private equity fund manager serving institutional clients. The firm charges a combination of a percentage of assets under management and performance-based fees and provides portfolio management for pooled investment vehicles. Jordanelle functions as a sponsor, general partner and managing member of pooled vehicles rather than acting primarily as a third-party capital allocator. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

    Matthew Day

    Managing PartnerCRD 5201705

  • Daniel Zier

    PartnerCRD 8245722

Wealth teams

FINTRX

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